Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Kathy Santoline

CLAIRTON,PA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Personal Banker

Dollar Bank
10.2002 - 03.2024
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Responded to customer inquiries regarding new accounts and account services.
  • Verified customer identity and reviewed documentation for accuracy.
  • Greeted customers and delivered information about new account processes.
  • Presented new and additional products and services to existing customers.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Maintained customer records and updated account information.
  • Explained account terms and conditions to customers.
  • Reconciled customer accounts and balanced daily transactions.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.

Office Coordinator

H&r Block
12.1998 - 04.2002
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Provided clerical support, addressing routine, and special requirements.
  • Tracked records, filed documents and maintained communication between clients to manage office activities.
  • Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
  • Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
  • Managed office activities by maintaining communication between clients, tracking records, and filing all documents.
  • Efficiently supervised filing, sorting and handling incoming and outgoing mail.
  • Participated in workshops and in-service meetings to enhance personal growth and professional development.
  • Implemented inventory control measures for office supplies, reducing waste while maintaining adequate stock levels.
  • Managed scheduling for multiple employees, ensuring optimal coverage during peak business hours.
  • Managed budgeting process for office expenses, tracking expenditures to ensure compliance with financial guidelines.
  • Worked collaboratively with office staff to maintain smooth operations and team readiness for unexpected demands.

Education

High School Diploma -

Carmichaels Area High School
Carmichaels, PA
06.1983

Skills

  • Relationship Building
  • Branch operations
  • Customer Service
  • Customer Satisfaction
  • Positive Attitude
  • Cash Handling
  • Banking Policies and Procedures
  • Banking
  • Account Maintenance
  • Financial product knowledge
  • Loans
  • Loan application expertise
  • Teller Support

Accomplishments

  • Resolved product issue through consumer testing.
  • ordering of supplies while staying within budget

Certification

  • Licensed Notary - 9 years

Timeline

Personal Banker

Dollar Bank
10.2002 - 03.2024

Office Coordinator

H&r Block
12.1998 - 04.2002

High School Diploma -

Carmichaels Area High School

Similar Profiles

CREATE PROFILE
Kathy Santoline