Katilyn Bolton
Cookeville,TN
Summary
Friendly Retail Banker adept at building and managing customer relationships to drive bank assets and new business. Strong consultative selling skills to understand client needs and recommend customized solutions. Excellent communication and interpersonal skills with customers, peers and management teams.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
6
6
years of professional experience
2020
2020
years of post-secondary education
Work History
Retail Banker
FSNB
Cookeville, TN
11.2023 - 12.2024
- Assisted customers with account inquiries and transaction processing.
- Educated clients on financial products and services offered by the bank.
- Conducted thorough risk assessments to ensure compliance with banking regulations.
- Managed cash transactions accurately during high-volume periods.
- Collaborated with team members to enhance customer service experiences.
- Resolved customer complaints promptly and effectively to maintain satisfaction.
- Maintained up-to-date knowledge of industry trends and financial regulations.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Greeted customers and identified customer needs to provide appropriate banking services.
- Adhered to strict security protocols regarding customer information confidentiality.
- Attended regular staff meetings in order to stay abreast of changes in banking regulations.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
- Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
- Completed documentation for new accounts in alignment with bank policies and procedures.
- Analyzed financial data from credit reports to determine an applicant's eligibility for loans or mortgages.
- Created detailed account summaries for each client outlining their current financial status.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
- Processed new accounts including checking, savings, certificates of deposit, and IRAs.
- Generated reports on completed transactions for management review.
- Supported and managed promotional activities to increase bank exposure and reputation in local community.
- Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
- Monitored suspicious activity within the branch premises ensuring safety of staff members.
- Coordinated with other departments such as Human Resources or Information Technology when needed.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Identified transaction errors when debits and credits did not balance.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Transmitted orders to supply cash to meet daily needs.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Liaised between bank branches regarding best practices and operations.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Performed special services for customers, ordering bank cards and checks.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
Cashier
Cookout
Cookeville, Tn
02.2019 - 12.2024
- Processed customer transactions using point-of-sale systems efficiently.
- Assisted customers with product inquiries and recommendations effectively.
- Maintained clean and organized checkout areas to enhance customer experience.
- Handled cash, credit, and gift card payments accurately during transactions.
- Collaborated with team members to ensure smooth store operations daily.
- Stocked shelves with merchandise when needed.
- Helped customers find specific products, answered questions, and offered product advice.
- Directed trash removal and sanitation procedures to keep aisles and register area organized.
- Built and maintained productive relationships with employees.
- Boosted customer satisfaction levels by going extra mile to personalize service for each customer.
- Answered customers' questions and provided information on store procedures or policies.
- Maintained clean and orderly checkout areas by sanitizing register belts, emptying trash cans and organizing candy racks.
- Processed customer payments quickly and returned exact change and receipts.
- Maintained work area and kept cash drawer organized.
- Processed credit card, cash, and check payments, ensuring all transactions were accurate.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Conducted price checks for special orders or discounts as requested by customers.
- Helped with purchases and signed customers up for rewards program.
- Preserved appearance of store by arranging and replenishing displays and merchandise racks.
- Answered customer inquiries regarding store policies and procedures.
- Followed company security procedures for handling large sums of money.
- Learned roles of other departments to provide coverage and keep store operational.
- Processed sales transactions to prevent long customer wait times.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Trained new team members in cash register operation, stock procedures, and customer services.
- Worked closely with front-end staff to assist customers.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Issued receipts, refunds, credits or change due to customers.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Performed other duties as assigned by management.
- Greeted customers and answered any questions they had about the store's products and services.
- Collected payments and provided accurate change.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Accepted cash and credit card payments, issued receipts and provided change.
- Resolved customer complaints promptly to ensure satisfaction at the register.
- Educated customers about promotions and loyalty programs to encourage participation.
- Managed inventory by restocking shelves and organizing merchandise neatly.
Education
Van Buren County High School
Spencer , Tn Skills
- Customer service
- Risk assessment
- Financial product knowledge
- Compliance adherence
- Customer relationship management
- Transaction processing
- Team collaboration
- Problem solving
- Attention to detail
- Relationship building
- Fraud prevention
- Safety deposit access management
- Customer education
- Cash handling
- Bank product sales
- Vault teller operations
- Banking software
- Cross-selling
- Multitasking capacity
- Organizational skills
- Pleasant and personable
- Fraud monitoring
- Time management
- Problem-solving aptitude
- Relationship building and management
- Cross-selling products
- Product knowledge
- Compliance, banking laws, and regulations
- Multitasking
- Teamwork and collaboration
- Goal setting
- Reliability
- Adaptability and flexibility
- Balance transfers
- Problem-solving abilities
Timeline
Retail Banker
FSNB
11.2023 - 12.2024
Cashier
Cookout
02.2019 - 12.2024
Van Buren County High School