Summary
Overview
Work History
Education
Skills
Timeline
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Katherine Kaai

Morgan City,LA

Summary

Proven track record in enhancing client relationships and operational efficiency, notably at Regions Bank. Skilled in computer proficiency and interpersonal communication, I excel in leveraging customer service and organizational skills to achieve a zero error rate in transaction processing. Demonstrates professionalism and problem-solving abilities in dynamic environments.

Overview

17
17
years of professional experience

Work History

Relationship Banker I

Regions Bank
04.2018 - Current
  • Process daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier’s checks.
  • Assist clients with various questions and concerns related to their accounts and bank products.
  • Accurately maintain records of each transaction and ensure all documentation and paperwork is in place and within compliance.
  • Adhere to regulatory and company security and audit procedures.
  • Balance daily cash deposits and vault inventory with zero error rate.
  • Mentor and train newly hired tellers to familiarize each with job responsibilities and procedures.
  • Maintain and monitor coin and currency levels in bank vault and verify coin and currency sums received from branches, customers, and tellers.
  • Navigate multiple computer systems, applications, and search tools and operate desktop currency counters and coin machines.
  • Build strong rapport with new and existing clients to better serve financial needs.
  • Exercised judgement when dispensing information to maintain confidentiality of sensitive information.
  • Maintain confidentiality of bank records and client information.


Environmental Services (EVS) Technician

Terrebone General Medical Center
05.2016 - 04.2018
  • Collected, sorted, washed, and dried hospital linen.
  • Cleaned, removed and properly disposed of biohazardous substances in accordance with OSHA and health regulations.
  • Performed regular equipment maintenance and reported problems to supervisor.
  • Identified repair needs and major maintenance concerns, and escalated issues to management.
  • Maintained optimal supply levels to meet daily and special cleaning needs.

Dental Assistant

Dr. Jane Birriel, DDS
06.2014 - 05.2016
  • Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.
  • Prepared patient x-rays and images for dentist review.
  • Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
  • Explained treatment procedures and instructed patients on home care guidelines.
  • Assisted dentists, hygienists, and other personnel by handing appropriate tools and supplies needed for procedures.
  • Performed general chair-side duties for general dentistry, endo procedures, and oral surgery.
  • Prepared and arranged instruments, medications, and required materials for dental procedures.
  • Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
  • Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
  • Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information, and maintaining records.

Photographer

CalSue Photography
11.2011 - 06.2015
  • Digitally edited photos to enhance appearance.
  • Scheduled and booked locations for photo shoots, working collaboratively with clients and contacts.
  • Edited, toned, captioned, and uploaded photographs for publication.
  • Planned and prepared for on-location and studio shoots.
  • Photographed high-quality images for various print and digital projects.

Medical Receptionist

Dr. Thomas Birriel, MD
10.2014 - 12.2014
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Managed multi-line phone system and pleasantly greeted patients.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.

Chiropractic Assistant

Blair Chiropractic Clinic
01.2008 - 06.2010
  • Answered phones to respond to customer questions, provide information and schedule appointments.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Learned and followed laws and HIPAA guidelines to keep office compliant with industry regulations.
  • Assisted chiropractor during patient exams to implement treatment plans quickly.

Education

BBA - Business Administration

Nicholls State University
Thibodaux, LA
05.2008

High School Diploma -

Vandebilt Catholic High School
Houma, LA
05.2003

Skills

  • Customer Service
  • Organizational Skills
  • Interpersonal Communication
  • Verbal and written communication
  • Computer Proficiency
  • Data Collection and Entry
  • Relationship building and management
  • Professionalism
  • Security understanding
  • Problem-solving abilities
  • Self-directed

Timeline

Relationship Banker I

Regions Bank
04.2018 - Current

Environmental Services (EVS) Technician

Terrebone General Medical Center
05.2016 - 04.2018

Medical Receptionist

Dr. Thomas Birriel, MD
10.2014 - 12.2014

Dental Assistant

Dr. Jane Birriel, DDS
06.2014 - 05.2016

Photographer

CalSue Photography
11.2011 - 06.2015

Chiropractic Assistant

Blair Chiropractic Clinic
01.2008 - 06.2010

BBA - Business Administration

Nicholls State University

High School Diploma -

Vandebilt Catholic High School
Katherine Kaai