Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Kathy A Parry

Lady Lake

Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction. Well-versed in industry regulations and asset protection strategies.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Sr Relationship Banker

Truist Bank
10.2012 - Current
  • Loan processing and applications
  • Scheduled staffing for the main branch.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Organized, stocked and maintained the teller window area.
  • Continued education on current banking products and services
  • Received regional branch recognition award for most improved in the whole bank of Truist
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Collaborated with branch team members to achieve sales targets and improve overall performance.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Opened accounts with a cross sale ratio of 100% products opened.
  • Collected loan payments.
  • Sold cashier's checks, traveler's checks and money orders.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Processed exchange and foreign currency.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Advised clients on mortgage, educational and personal loans.
  • Maintained friendly and professional customer interactions.
  • Created member account profiles on Truist online banking program.
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.
  • Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
  • Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
  • Safe Deposit Box Procedures -opening and closing

Teller Supervisor

Wells Fargo Bank
05.2010 - 08.2012
  • Coach and train tellers
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Pulled daily branch Wells Fargo reports.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Maintained balancing record with 100% rate of accuracy.
  • Handled various accounting transactions.
  • Collected member loan payments.
  • Sold cashier's checks, traveler's checks and money orders.
  • Prepared, sorted and distributed cash reports to appropriate branches.
  • Processed exchange and foreign currency.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Maintained friendly and professional customer interactions.
  • Scheduled staffing for the main branch.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Received regional branch recognition award for Excellent Service

Education

Diploma -

North High School
Evansville, IN
1992

Skills

  • Cash handling expert
  • Consumer banking specialist
  • Compliance, banking laws and regulations
  • Goal-oriented
  • Self-sufficient
  • Positive
  • Cheerful
  • Customer-oriented
  • High level of accuracy
  • Strong customer relations
  • Practices due diligence
  • Strong interpersonal skills
  • Clear oral/written communication
  • Excellent multi-tasking ability
  • Microsoft Office expertise
  • Friendly nature
  • Organizational skill
  • Team building
  • Clerical support
  • Math aptitude
  • Loans
  • Night and safe deposit procedures

Certification

Public Notary

Certified Senior Teller

Certified Branch Banker

NMLS Certified

Additional Information

  • Achievements/ Awards - *Getting it Done Awards- Southern Commerce Bank for getting all tasks done on time. = *Wells Fargo Bank many awards for customer service\ District Manager award - Dedicated to Service - *BB&T Mentor Program

Timeline

Sr Relationship Banker

Truist Bank
10.2012 - Current

Teller Supervisor

Wells Fargo Bank
05.2010 - 08.2012

Diploma -

North High School

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Kathy A Parry