Katie Wilson
Glen Saint Mary,FL
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Driven to bring value through extended knowledge of financial products, services and branch operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Personal Banker/Teller
Wells Fargo
05.2022 - 06.2023
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Presented new and additional products and services to existing customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Verified customer identity and reviewed documentation for accuracy.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Explained account terms and conditions to customers.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Educated customers on online banking and mobile banking applications.
- Followed up with customers to gather feedback and provide additional assistance.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Processed deposits, withdrawals and ACH transfers accurately.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Processed customer transactions promptly, minimizing wait times.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Monitored and reported suspicious activity in line with bank security policies.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Scheduler/Dispatch Coordinator
Dirt Dobbers LLC
10.2020 - 01.2022
- Served as mediator when appropriate to settle conflicts and discrepancies between field personnel and management.
- Kept detailed track of all available field personnel and all in-progress and completed calls.
- Monitored flow of paperwork and directed information to appropriate departments.
- Organized paperwork and explained individual job parameters for each assignment.
- Responded to over 30 daily caller requests with information about assistance and timeframes.
- Used coordination and planning skills to achieve results according to schedule.
- Maintained energy and enthusiasm in fast-paced environment.
- Controlled costs with optimized route plan to maximize daily appointments and minimize time or field waste.
- Coordinated schedules for optimal coverage of daily workload and adjusted quickly to changing demands.
- Monitored and tracked dispatch communication systems.
- Utilized dispatch software to enter customer orders, deliveries and receipts.
- Communicated with customers to provide delivery updates and resolution.
- Partnered with vendor teams to solve real-time challenges and drive cohesive experience.
- Supervised work of contracted employees to keep on task for timely completion.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Developed and maintained courteous and effective working relationships.
- Worked closely with Builders to maintain optimum levels of communication to effectively and efficiently complete projects.
Correctional Officer Sergeant
Baker County Correctional Institute
11.2010 - 06.2016
- Oversaw control center, monitoring inmates, visitors and employees for signs of suspicious behavior.
- Checked all book in and discharges, making sure all charges have paperwork and all discharges have orders of discharge.
- Handled inmate counts and searches for missing inmates.
- Verified all prison visitors carried proper identification and had no contraband before entering institution.
- Supervised dining hall, outdoor recreation area, vocational shop and inmate housing unit.
- Inspected housing cells and directed teams completing in-depth searches for contraband or damage.
- Coordinated responses to emergency situations arising in different prison locations.
- Used coordination and planning skills to achieve results according to schedule.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
- Cultivated and maintained climate of mutual respect with freedom from harassment and intimidation, to provide safe environment for staff and offenders.
Warehouse Associate
Target Warehouse
10.2008 - 11.2010
- Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
- Consistently lifted materials weighing as much as 50 pounds.
- Recorded daily incoming delivery information and obtained vendor signature on delivery tickets.
- Processed incoming shipments upon package receipt by scanning boxes and envelopes and using hand held software to update system.
- Completed daily cycle counts and quarterly inventories and resolved variances to maintain data accuracy.
- Operated forklifts to transfer inventory to and from target destinations.
- Moved products of all sizes using overhead cranes, forklifts and other equipment, consistently meeting challenging performance goals.
- Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
- Acknowledged safety issues and contacted shift supervisor regarding concerns and for quick resolution.
- Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
- Recorded information, shortages and discrepancies to keep records current and accurate.
- Maintained accurate inventory records to provide data for use in audits and completion of order requests
- Operated PC and RF-based computer systems for inventory management.
- Checked packages and merchandise for damage and notified vendors.
- Compared received packages against shipping documents.
- Offered expertise in inventory management and current stock levels to internal teams and customers to facilitate accuracy and product availability.
- Worked safely around moving machinery.
- Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors.
- Verified quantity and description of materials received by checking merchandise against packing list.
- Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
Warehouse Associate
Walmart Distribution Center
10.2005 - 08.2008
- Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
- Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
- Consistently lifted materials weighing as much as 50 pounds.
- Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
- Maintained warehouse accessibility and safety for customer traffic by discarding empty boxes and removing obstacles from aisles.
- Placed incoming inventory in optimal storage locations to promote continued accuracy and easy retrieval.
- Processed incoming shipments upon package receipt by scanning boxes and envelopes and using hand held software to update system.
- Cleaned and maintained warehouse in compliance with OSHA safety standards.
- Completed daily cycle counts and quarterly inventories and resolved variances to maintain data accuracy.
- Operated forklifts to transfer inventory to and from target destinations.
- Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
- Acknowledged safety issues and contacted shift supervisor regarding concerns and for quick resolution.
- Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
- Recorded information, shortages and discrepancies to keep records current and accurate.
- Maintained accurate inventory records to provide data for use in audits and completion of order requests
- Operated PC and RF-based computer systems for inventory management.
- Checked packages and merchandise for damage and notified vendors.
- Labeled and accurately moved customer orders to meet shipment timetables and minimize errors.
- Compared received packages against shipping documents.
- Managed product staging to efficiently transfer items between receiving, storage and shipping locations.
- Worked safely around moving machinery.
- Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors.
- Verified quantity and description of materials received by checking merchandise against packing list.
Education
Associate of Arts - Business Administration
Florida Gateway College
Lake City, FLCertified Correctional Officer - Law Enforcement
Florida Department of Law Enforcement
Sanderson, FL05.2011
High School Diploma -
Baker County High School
Glen Saint Mary, FL05.2005
Skills
- Rapport Building
- Financial Advisement
- Financial Product Knowledge
- Banking Policies and Procedures
- Transaction Processing
- Account Maintenance
- Relationship Building
- Cash Handling
- Sales Growth
- Work Crew Dispatch
- Work Order Preparations
- Route Planning and Adjustment
- Client Interaction
- Customer Request Management
- Effective Communications
- Calendar and Scheduling Software
- Task Prioritization
- Creative Thinking
- Data Entry
- Time Management
- Customer Service
- Conflict Resolution
- Paperwork Processing
- Critical Thinking
- Interpersonal Skills
Timeline
Personal Banker/Teller
Wells Fargo
05.2022 - 06.2023
Scheduler/Dispatch Coordinator
Dirt Dobbers LLC
10.2020 - 01.2022
Correctional Officer Sergeant
Baker County Correctional Institute
11.2010 - 06.2016
Warehouse Associate
Target Warehouse
10.2008 - 11.2010
Warehouse Associate
Walmart Distribution Center
10.2005 - 08.2008
Associate of Arts - Business Administration
Florida Gateway College
Certified Correctional Officer - Law Enforcement
Florida Department of Law Enforcement
High School Diploma -
Baker County High School
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