Open To Work
Katherine Gayle Woods
Summerville,SC
Summary
Experienced banking professional with more than 15 years of experience. Excellent reputation for thrilling clients, driving results and operational excellence.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
25
25
years of professional experience
2001
2001
years of post-secondary education
Work History
House manager /Elderly Caretaker
Scott’s
Summerville, WI
05.2021 - Current
- Managed daily household operations and staff schedules effectively.
- Coordinated maintenance and repair tasks for property upkeep.
- Oversaw budgeting and financial planning for household expenses.
- Implemented organizational systems for household inventory management.
- Trained and supervised staff to ensure high service standards.
- Developed meal plans and managed grocery shopping efficiently.
- Organized events and gatherings to enhance family experience.
- Established standards for cleanliness, hygiene, and orderliness throughout the house.
Senior Customer Service Representative
United Community Bank
Summerville, SC
06.2019 - 05.2020
- Serviced accounts including major business accounts.
- Opened accounts also including major business accounts.
- Referred to the treasury and to merchants.
- Followed up with new clients, which included phone calls and making sure they received debit cards and checks.
- Cross sold products and accounts to personal and major business customers.
Financial Specialist
Pinnacle Financial Partners Inc.
Summerville, SC
02.2011 - 06.2019
- Delivered distinctive service and effective advice to consumer and commercial clients, using consultative sales to grow deposits, originate consumer loans and generate additional fee income with referrals to other lines of business including Mortgage, Investment, Treasury Management, Insurance and Trust.
- Facilitated transactions with enthusiastic professional courtesy and efficiency while adhering to regulatory and compliance requirements.
- Strived to continuously grow professionally, improving knowledge of products and services, participating in available training and proactively seeking information and best practices from partners within the firm.
Office Manager
Scott Rental Properties
Summerville, SC
07.2009 - 02.2011
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- Managed revenues, costs and billing and resolved financial discrepancies effectively through organizational management of account information.
Senior Sales Associate
First Federal
Charleston, SC
01.2001 - 07.2009
- Used consultative sales techniques to pinpoint customers' financial needs and leveraged extensive product knowledge to select the proper products and corresponding services.
- Engaged in prospecting activities to find new clients and following up accordingly in order to meet sales objectives, including new accounts, loans, credit cards and referrals to other lines of business.
- Increased customer share-of-wallet by cross-selling additional financial products and services.
Education
Middleton High
Charleston, SCSkills
- Consumer banking specialist
- Exceptional customer service
- Cash handling expertise
- Customer-oriented
- Consumer lending
- Compliance, banking laws and regulations
- Night and safe deposit procedures
- High level of accuracy
- Household management
- Staff supervision
- Financial planning
- Communication skills
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeLocation Preference
On-SiteRemoteHybridSalary Range
$45000/yr - $200000/yrTimeline
House manager /Elderly Caretaker
Scott’s
05.2021 - Current
Senior Customer Service Representative
United Community Bank
06.2019 - 05.2020
Financial Specialist
Pinnacle Financial Partners Inc.
02.2011 - 06.2019
Office Manager
Scott Rental Properties
07.2009 - 02.2011
Senior Sales Associate
First Federal
01.2001 - 07.2009
Middleton High