Katie Lehman
Casper
Summary
Dedicated and hardworking banking professional wanting to enhance my skills, already having years of experience in banking operations and exceptional customer service. Proficient in managing daily banking tasks with accuracy and knowledge to regulatory standards. Known for strong analytical and problem-solving abilities, along with excellent communication and teamwork skills.
Overview
7
7
years of professional experience
Work History
Customer Management Representative
Hilltop Bank
08.2022 - Current
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Utilized critical thinking skills and decisive judgment to work with minimal supervision.
- Assist clients in opening various types of bank accounts, including checking, savings, IRAs, trusts, estates and business accounts.
- Verify client information and documentation to ensure compliance with banking regulations and policies.
- Provide clients with information about account features, benefits, and requirements.
Member Solutions Rep
Blue Federal Credit Union
11.2021 - 06.2022
- Assisted members with account inquiries, providing accurate and up-to-date information to ensure a positive experience.
- Maintained compliance with company policies and procedures while handling sensitive customer data securely.
- Developed rapport with customers, building trust and loyalty through consistent professional communication.
- Conducted thorough research before responding to complex inquiries, ensuring accuracy in provided information.
- Managed high call volume effectively, ensuring each member received prompt attention without compromising service quality.
Kitchen and Hospitality Services
Old Chicago Taproom
03.2020 - 11.2021
- Perform preparation meal work prior to restaurant opening using past details of daily usage to plan appropriate quantities of products
- Receive and prepare customer orders utilizing established procedures while adhering to industry food safety standards
- Coordinate and collaborate with server/managerial staff to ensure meal services occur with minimal issues
- Worked as a team with other kitchen staff to verify cleanliness and preparation is completed after demanding meal service
- Dual role as needed by employer staffing and number of customers
- Perform face-to-face customer service role, providing meal and drink service, continuing customer satisfaction checks, as well as receiving customer payments while adhering to established customer loyalty program needs
Bartender and Dinner Services
Chili’s Bar & Grill
02.2018 - 03.2020
- Dual role direct customer service position, performing meal and drink service for patrons of the restaurant
- Primarily managed drink service for bar customers and made drink orders for server staff
- Managed customer receipts and payment collection for bar top and servers’ customers
- Trained new staff members, provided quality assurance supervision ensuring compliance with corporate standards as well as Department of Health requirements
- Demonstrated customer service principles to newly hired staff and provided refresher training to established staff
Education
NACPB- Bookkeeper Certificate - Bookkeeping
Casper College
Casper05-2027
Associate of Arts - General Studies
Northwest College
Powell, WY12-2015
Skills
- Sales
- Project Management
- Computer Literacy
- Attention to Detail
- Microsoft Office Suite Proficiency
- Communication
Timeline
Customer Management Representative
Hilltop Bank
08.2022 - Current
Member Solutions Rep
Blue Federal Credit Union
11.2021 - 06.2022
Kitchen and Hospitality Services
Old Chicago Taproom
03.2020 - 11.2021
Bartender and Dinner Services
Chili’s Bar & Grill
02.2018 - 03.2020
NACPB- Bookkeeper Certificate - Bookkeeping
Casper College
Associate of Arts - General Studies
Northwest College
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