Katherine Seip
Windsor,CT
Summary
Dedicated financial professional with a history of exceptional customer service and financial expertise. Skilled at managing daily branch operations and providing quality financial services to fulfill customer needs. Looking to apply several years of industry experience in a professional role.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Assistant Branch Manager
Connecticut State Employee’s Credit Union
Newington, Connecticut
05.2019 - Current
- Assisted in managing daily branch operations and member services.
- Built client rapport through frequent individualized recommendations for financial products and services.
- Supervised and trained staff on customer service best practices.
- Coordinated loan processing and member account management activities.
- Oversaw cash handling procedures to ensure compliance and security.
- Resolved member inquiries and issues with professionalism and efficiency.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Evaluated credit application to determine risk factors and financial feasibility.
Teller
Berkshire Bank
Windsor, CT
06.2015 - 02.2019
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Processed customer transactions efficiently and accurately at Berkshire Bank.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Maintained cash drawer integrity through careful balancing and reconciliation.
- Assisted customers with account inquiries and provided product information.
- Educated clients on banking products and services to enhance their experience.
- Performed routine audits on cash handling processes for compliance and accuracy.
- Delivered exceptional service to customers in person or over telephone.
- Supported branch operations by maintaining a clean and organized workspace.
Education
Some College (No Degree) - Education
Champlain College
Burlington, VTSome College (No Degree) - Human Services
Asnuntuck Community College
Enfield, CTSkills
- Loan processing
- Financial product knowledge
- Customer relationship management
- Cash handling
- Problem solving
- Professional communication
Certification
- NMLS Certified
- Notary Public
- Insurance Producer Licensed
Timeline
Assistant Branch Manager
Connecticut State Employee’s Credit Union
05.2019 - Current
Teller
Berkshire Bank
06.2015 - 02.2019
Some College (No Degree) - Education
Champlain College
Some College (No Degree) - Human Services
Asnuntuck Community College