Katherine Laine

• Every year during the Fair and Rodeo, I verify all cash coming in and going out of their vault.
• Balanced daily cash deposits and vault inventory with zero error rate.
• Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.

• Monitored daily branch transactions, ensuring accuracy and completeness.
• Provided support to branch staff on operational matters.
• Maintained up-to-date records of all customer accounts and transactions.
• Resolved customer complaints in a timely manner.
• Managed daily cash flow activities including deposits, withdrawals, transfers.

• Provided customer service to clients by responding to inquiries and resolving complaints.
• Assisted in onboarding new clients, including setting up accounts and providing training on product usage.
• Maintained client data accuracy in internal systems by monitoring account information and updating records as needed.
• Managed a portfolio of high-value clients, providing personalized support throughout their lifecycle.
• Provided technical assistance when required, troubleshooting any problems that may arise.
• Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
• Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
• Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.

· Interacted with clients on regular basis to quickly alleviate issues and provide project updates.

· Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.

· Performed duties and provided service in accordance with established operating procedures and company policies.

· Maintained client files with sales contacts, records of client interactions, client notes, and other information.

• Established operational objectives and work plans and delegated assignments to subordinate managers
• Received superior customer service satisfaction scores for 3 consecutive quarters
• Scheduled and led weekly store meetings for all employees
• Assigned employees to specific duties to best meet the needs of the store
• Reported to the district manager regarding all store and staff issues
• Promoted from Team Leader to Assistant Manager within 3 months
• Interviewed job candidates and made staffing decisions
• Counted cash drawers and made bank deposits
• Instructed staff on appropriately handling difficult and complicated sales
• Hired, trained and evaluated personnel in sales and marketing
• Managed staff of 10 sales associates.

• Counted cash drawers and made bank deposits
• Reported to the district manager regarding all store and staff issues
• Interviewed job candidates and made staffing decisions
• Assigned employees to specific duties to best meet the needs of the store
• Instructed staff on appropriately handling difficult and complicated sales
• Hired, trained and evaluated personnel in sales and marketing
• Scheduled and led weekly store meetings for all employees
• Completed profit and loss performance reports.

• Collaborated with the compliance department to eliminate procedural errors and margin breaks
• Submitted loan applications to the underwriter for verification and recommendations
• Reviewed and edited loan agreements to ensure accuracy
• Maintained friendly and professional customer interactions
• Maintained strict confidentiality of bank records and client information
• Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
• Opened accounts with a cross sale ratio of 3 products opened.

• Maintained friendly and professional customer interactions
• Executed customer transactions, including deposits, withdrawals, money orders and checks
• Rapidly and efficiently prepared customer and ATM cash and change orders
• Executed wire transfers, stop payments and account transfers
• Processed quarterly Vault and ATM audits with a zero error rate
• Sold cashier's checks, traveler's checks and money orders
• Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.