Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Katharine Grotjahn

Roseville,California

Summary

I've always believed one should take pride in whatever it is that they do, because bringing our best self to any role is how we find success.

I am dedicated to providing an exceptional client experience with my extended background in financial advising, customer service, management, and sales. Eager to join a dynamic team and continue to grow in my career.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banker/Lobby Teller

Wells Fargo
06.2023 - 07.2025
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.
  • Backed up teller team by handling needs of new and existing customers at main counter.

Operations Manager

Michaels
10.2020 - 04.2023
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Analyzed and reported on key performance metrics to senior management.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.

Head of Housekeeping and Hospitality Department

Hawthorn Retirement Group LLC
08.2018 - 04.2020
  • Conducted regular performance evaluations for housekeeping staff, identifying areas for improvement and providing constructive feedback for professional development.
  • Managed team productivity and workflow to exceed quality standards.
  • Completed schedules, shift reports, and other business documentation.
  • Trained and mentored all new personnel to maximize quality of service and performance.
  • Established strong relationships with vendors, negotiating favorable pricing agreements on supplies and equipment necessary for daily operations.
  • Enhanced guest satisfaction by developing and implementing effective hospitality service strategies.

Education

Technical Degree - Small Engine Mechanics, Diagnostics, Repair

Universal Technical Institute
Phoenix, AZ
01-2018

Skills

  • Customer service
  • Branch operations
  • Relationship building
  • Cash handling
  • Client relationship management
  • Fraud prevention
  • Customer satisfaction
  • Regulatory compliance
  • Loans
  • Verbal and written communication
  • Time management

Certification

CA Certified Notary Public until 07/2028

Timeline

Personal Banker/Lobby Teller

Wells Fargo
06.2023 - 07.2025

Operations Manager

Michaels
10.2020 - 04.2023

Head of Housekeeping and Hospitality Department

Hawthorn Retirement Group LLC
08.2018 - 04.2020

Technical Degree - Small Engine Mechanics, Diagnostics, Repair

Universal Technical Institute

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