Summary
Overview
Work History
Education
Skills
Timeline
Katrina Pappa

Katrina Pappa

Moore,OK

Summary

Adept at asset management and customer relationship development, I excelled at MidFirst Bank by optimizing sales opportunities and enhancing customer service. Leveraging skills in financial transactions and customer needs assessment, I consistently improved client satisfaction and operational efficiency. My proactive approach and ability to handle stress have been pivotal in achieving and surpassing goals.

Overview

7
7
years of professional experience

Work History

Personal Banker

MidFirst Bank
11.2021 - 11.2024
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Expanded client base by promoting new financial products.
  • Explained account terms and conditions to customers.
  • Greeted customers and delivered information about new account processes.
  • Collected customer information and completed new account forms.
  • Activated new accounts and issued customer identification numbers.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Presented new and additional products and services to existing customers.
  • Maintained customer records and updated account information.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Responded to customer inquiries regarding new accounts and account services.
  • Verified customer identity and reviewed documentation for accuracy.

Bank Teller

MidFirst Bank
11.2021 - 09.2023
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Turned in excess cash to maintain drawer security.
  • Provided customer records, account statements and copies of checks.
  • Removed mutilated currency from circulation.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Reconciled cash drawer and resolved discrepancies.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Counted and packaged currency and coins.
  • Placed orders for customer checks and verified starting numbers.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

IV Pharmacy Technician

Saint Anthony's Hospital
08.2018 - 10.2021
  • Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
  • Precisely measured and combined ingredients to deliver scrupulous formulation on customer compound prescription orders.
  • Stocked, labeled, and inventoried medication to keep accurate records.
  • Developed and implemented improvements to pharmacy organization system.
  • Prepared packaging and labels for prescriptions, verifying accuracy of dosage, side effects, interactions, and refill instructions.
  • Managed opening and closing duties for pharmacy.
  • Performed various pharmacy operational activities with strong commitment to accuracy, efficiency, and service quality.

Pharmacy Technician

Walmart
08.2017 - 02.2020
  • Counted and labeled prescriptions with correct item and quantity.
  • Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
  • Maintained proper drug storage procedures, registries, and records for controlled drugs.
  • Counted, measured and compounded medications following standard procedures.
  • Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
  • Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
  • Collected co-payments or full payments from customers.
  • Entered and processed patients' prescriptions into internal system.
  • Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
  • Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.

Education

N/A - General Studies

Fayetteville Technical Community College, Fayetteville, NC

General - General Studies

Jack Britt High School, Fayetteville, NC
06.2016

Skills

  • Asset Management
  • Money Handling
  • Financial Transactions
  • Cash counting
  • Data inputting
  • Deposit and withdrawal management
  • Customer Relationship Management
  • Currency packaging
  • Customer Needs Assessment
  • Teller Support
  • Upselling skills
  • Money Management
  • Customer relationship development
  • Signature Verification
  • Cash handling expertise
  • Money orders
  • Stress Tolerance
  • Regulatory Compliance
  • Account updating
  • Customer Relationship Management (CRM)
  • Financial product knowledge
  • Transaction Processing

Timeline

Personal Banker - MidFirst Bank
11.2021 - 11.2024
Bank Teller - MidFirst Bank
11.2021 - 09.2023
IV Pharmacy Technician - Saint Anthony's Hospital
08.2018 - 10.2021
Pharmacy Technician - Walmart
08.2017 - 02.2020
Fayetteville Technical Community College - N/A, General Studies
Jack Britt High School - General, General Studies
Katrina Pappa