Summary
Overview
Work History
Education
Skills
Timeline
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Katherine Soun

Staten Island,NY

Summary

Talented Universal Banker adept at processing customer transactions, counting money and maintaining balanced cash drawer with high level of accuracy. Offering strong knowledge of banking products and services. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

7
7
years of professional experience

Work History

Service Associate

Empire State Bank
12.2022 - Current
  • Processed wide variety of retail banking transactions for personal and business customers.
  • Monitored and verified suspicious activity on customer accounts.
  • Replenished, collected, and audited ATM revenue and night deposits.
  • Received mortgage or loan payments, verifying payment dates and amounts due.
  • Opened checking, savings, and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
  • Prepared and securely shipped excess coin and currency to Federal Reserve Bank, balanced completed work and compiled inventory reports.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Referred customers to other banking departments for specialized services.
  • Managed escalated phone calls and emails by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Performed account maintenance by closing out accounts, changing customer addresses and adding/removing signer.
  • Calculated fees due, interest and change for customer transactions.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Assist customers with online banking such as rest passwords, Creating business mobile banking account and placing stop payment.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
  • Performed vault, alarm and door duties to facilitate opening and closing of operations.

Retail Sales Associate

ShopRite
06.2018 - 12.2022
  • Enabled customers to feel welcomed, important and appreciated by answering questions about products sold throughout store.
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
  • Balanced and organized cash register by handling cash, counting change and storing coupons.
  • Assisted customers with self-checkout machine operations.
  • Diagnosed issues with self-checkout machines and manually processed transactions.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Supervised new and existing cashiers by verifying accuracy of prices and customers charges.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Provided accurate information about promotions, customer programs and products, helping drive high customer retention.

Customer Service Associate

Dollar Tree
06.2016 - 06.2018
  • Created positive shopping atmosphere by greeting customers, answering questions and directing customers to products.
  • Connected with customers to support positive transaction experiences and address service concerns.
  • Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
  • Provided professional telephone customer service pertaining to orders, promotions, store operations and products.
  • Performed end-of-shift cashout operations according to store policies, maintaining accurate counts and receipt records.
  • Unpacked trucks, moved merchandise and stocked shelves to provide appealing sales floor and positive customer experience.
  • Collaborated with backroom and receiving team, working night shifts to support inventory fulfillment goals.

Education

Associate of Applied Science - Business - Accounting Specialization

College of Staten Island of The City University of New York
Staten Island, NY

High School Diploma -

Curtis High School
Staten Island, NY

Skills

  • Drives Results
  • High Customer focus
  • Nimble learner
  • Tech Savy
  • Identification Checks
  • Cash Drawer Management
  • Product knowledge
  • Can Manage ambiguity
  • Open and Close Accounts
  • Assessing Fraud Potential
  • Account Inquiries
  • Operating Procedures
  • Deposit Processing
  • ATM Management

Timeline

Service Associate

Empire State Bank
12.2022 - Current

Retail Sales Associate

ShopRite
06.2018 - 12.2022

Customer Service Associate

Dollar Tree
06.2016 - 06.2018

Associate of Applied Science - Business - Accounting Specialization

College of Staten Island of The City University of New York

High School Diploma -

Curtis High School

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Katherine Soun