Work Preference
Professional Summary
Overview
Work History
Education
Skills
Timeline
Open To Work

Kathy Morgan

Regional Health Management Corporation
Woodland,AL

Work Preference

Job Search Status:

Open to work

Desired start date:

Immediately

Desired Job Title

Office AssistantLead TellerBranch Banker II

Work Type

Full Time

Location Preference

On-Site

Location:

Woodland, AL

Open to relocation:

No
21
years of professional experience

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Work History

Office Assistant

3 Years 7 Months
Regional Health Management Corporation | 01.2023 - Current
  • Managed paitent check in and check out processes
  • Provided general administrative support, including data entry, copying, scanning, and filing documents
  • Making collection calls to patients with outstanding balances
  • Verified insurance eligibility and benefits
  • Collected copays and patient payments
  • Scheduled and coordinated appointments
  • Prepared and maintained documents, reports, and correspondence in an efficient and timely manner

Lead Teller

3 Years 9 Months
First Bank Of Alabama | 01.2019 - 10.2022
  • Supervised a team of tellers to ensure efficient daily operations and compliance with banking policies
  • Resolved customer inquiries and concerns promptly and effectively, resulting in high customer satisfaction rates
  • Acted as the main point of contact for complex customer inquiries and issue resolution
  • Managed daily cash drawer balancing and vault operations, ensuring compliance with banking regulations and protocols
  • Collaborated with branch management to implement new procedures and initiatives to improve operational efficiency and customer service
  • Conducted regular training sessions for teller staff on new policies, products, and procedures to enhance job performance and compliance with banking regulations

Branch Banker II

13 Years 3 Months
Branch Banking & Trust | 10.2005 - 01.2019
  • Assisted with branch operations, including teller transactions, cash handling, and opening/closing procedures to ensure compliance and security
  • Acted as a trusted advisor to customers, resolving complex banking inquiries and ensuring a positive customer experience
  • Processed a wide range of banking transactions accurately and efficiently, including deposits, withdrawals, and loan payments
  • Built and maintained strong customer relationships to enhance retention and drive revenue growth
  • Promoted bank products and services to meet sales goals and contribute to overall branch success

Education

Certification - CBT Courses

BB&T University | Carrollton, GA | 01.2019
  • Completion of Branch Banker II CBT courses
  • Continued education through the Learning Center

High school diploma - Highschool

Pennfoster High School | Scranton, PA | 10.2004

Skills

Excellent communication skills
Ability to analyze numbers and collect payment
Loyal team member and customer service representative
Proficient in Microsoft Office programming
Attention to detail

Timeline

Office Assistant

Regional Health Management Corporation
01.2023 - CurrentRead More

Lead Teller

First Bank Of Alabama
01.2019 - 10.2022Read More

Branch Banker II

Branch Banking & Trust
10.2005 - 01.2019Read More

Pennfoster High School

High school diploma from Highschool
Read More

BB&T University

Certification from CBT Courses
Read More
Kathy Morgan