Kathleen Hall
Machesney Park,IL
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Associate Banker
BMO Harris Bank NA
04.2021 - 04.2023
- Built and maintained portfolio of loans to meet established goals and objectives.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Wrote and distributed customer correspondence.
- Received loan and utility payments, sending funds to correct destinations.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted, verified and handled bank deposits and armored car transactions.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with banking needs and inquiries.
- Monitored and verified suspicious activity on customer accounts.
- Referred customers to other banking departments for specialized services.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Educated customers on features and benefits of banking products and services.
- Executed wire transfers, stop payments and account transfers.
- Cross-sold credit cards, loans and other bank products.
- Maintained friendly and professional customer interactions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Retail Team Leader
Walmart
03.2020 - 03.2021
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Used in-store system to locate inventory and place special orders for customers.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Monitored customers for signs of security concerns and escalated issues to management.
- Created inviting environment for customers by maintaining store organization and cleanliness.
Education
High School Diploma -
West Leyden
Northlake, IL05.1980
Skills
- Audit Support
- Accounting Softwares
- Operations Management
- Staff Management
- Training Classes
- Quality Control
- Financial Processes Understanding
- Security Understanding
- Inbound Customer Calls
- Account Audits
- Federal Lending Guidelines
- Analytical Thinking
- Operations Understanding
- Documentation Skills
- Employee Motivation
- Promoting Products
- Cash Handling
- Safe Deposit Box Oversight
- Consumer Banking
- Creative Thinking
- Developing Customer Relationships
- Meeting Sales Goals
- De-Escalating Conflicts
- Team Collaboration
- Due Diligence
- Experience Management
- Money Transfers
- Generating Referrals
- Security Protocols
Timeline
Associate Banker
BMO Harris Bank NA
04.2021 - 04.2023
Retail Team Leader
Walmart
03.2020 - 03.2021
High School Diploma -
West Leyden
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