Summary
Overview
Work History
Education
Skills
Qualities
References
Timeline
Generic

Kathryn Laut

Melbourne,FLORIDA

Summary

Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring over 40 years' experience in banking roles to a dynamic position at Truist.

Overview

40
40
years of professional experience

Work History

Universal Banker II

TRUIST
Edgewater, FL
04.2019 - Current
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Backup Cash Vault Custodian
  • Procurement person
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Verified customer identity through driver's license or other forms of identification.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
  • Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
  • Advised customers on how to use mobile banking applications effectively.
  • Developed relationships with business owners to promote commercial banking services.

Customer Service Associate

Winn-Dixie Stores Inc.
Port Orange, FL
01.2019 - 04.2019
  • Greeted customers and identified their needs.
  • Provided information about products and services available to customers.
  • Processed customer orders accurately and efficiently.
  • Resolved customer inquiries in a timely manner.
  • Demonstrated active listening skills when responding to customer questions and complaints.
  • Assisted customers with returns, exchanges, refunds, and other transactions as needed.
  • Handled cash register operations accurately during peak times.
  • Maintained knowledge of current sales promotions and new product releases.
  • Kept work area neat, clean, and well-stocked at all times.
  • Performed additional duties as assigned by management team.
  • Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.

Customer Service Associate

Home Depot
New Smyrna Beach, FL
01.2016 - 11.2018
  • Greeted customers and identified their needs.
  • Provided information about products and services available to customers.
  • Processed customer orders accurately and efficiently.
  • Resolved customer inquiries in a timely manner.
  • Demonstrated active listening skills when responding to customer questions and complaints.
  • Maintained an organized system for tracking customer interactions and feedback.
  • Assisted customers with returns, exchanges, refunds, and other transactions as needed.
  • Escalated unresolved customer issues to the appropriate department or manager for resolution.
  • Suggested product solutions based on individual customer needs.
  • Answered phone calls from customers promptly and courteously.
  • Provided accurate quotes for requested products or services.
  • Handled cash register operations accurately during peak times.
  • Maintained knowledge of current sales promotions and new product releases.
  • Offered suggestions to improve processes related to customer service activities.
  • Kept work area neat, clean, and well-stocked at all times.
  • Performed additional duties as assigned by management team.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
  • Followed policies and procedures to meet or exceed established performance requirements.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Educated customers on special pricing opportunities and company offerings.
  • Handled large amounts of cash and balanced cash drawer daily within prescribed balancing guidelines.
  • Upheld quality control policies and procedures to increase customer satisfaction.

Teller

Wells Fargo
Edgewater Fl/Cary, NC
01.2014 - 02.2015
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Verified customer identity through driver's license or other forms of identification.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
  • Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
  • Advised customers on how to use mobile banking applications effectively.
  • Developed relationships with business owners to promote commercial banking services.

Education

Certificate in Accounting - Accounting

Northampton Community College
Bethlehem, PA
05.1983

Skills

  • Cross-Selling and Partner Referrals
  • Customer Service
  • Financial Institution Regulations
  • Regulatory Compliance
  • Consumer Banking
  • Bank Sales
  • Dual Control Vaults
  • Product Promotion
  • New Account Setup
  • Products and Services Knowledge
  • Retention Strategies
  • Teller Background
  • Assessing Fraud Potential
  • Loss Prevention
  • Currency Exchanges
  • Cash Ordering
  • Telephone Transfers
  • Cash Handling
  • Risk Management Policies
  • Opening and Closing Procedures
  • Purchasing Processes
  • Account Updating
  • Night and Safe Deposit Procedures
  • Check Cashing and Withdrawals

Qualities

  • Extremely organized
  • Detailed oriented
  • Find Researching/investigated enjoyable

References

References available upon request.

Timeline

Universal Banker II

TRUIST
04.2019 - Current

Customer Service Associate

Winn-Dixie Stores Inc.
01.2019 - 04.2019

Customer Service Associate

Home Depot
01.2016 - 11.2018

Teller

Wells Fargo
01.2014 - 02.2015

Certificate in Accounting - Accounting

Northampton Community College

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Kathryn Laut