Katrina Richardson
Panama City,FL
Summary
Professional in banking with strong background in customer service, cash handling, and financial transactions. Adept at fostering team collaboration and delivering consistent results through adaptability. Known for reliability, effective communication, and problem-solving. Strong interpersonal skills contribute to building trust and loyalty, driving long-term client engagement and satisfaction. Skilled in account servicing, cross-selling financial products, and ensuring compliance with banking regulations.
Overview
2026
2026
years of professional experience
Work History
Universal Banker
BMO
Clearlake, CA
2015 - Current
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Resolve customer complaints and disputes to maintain satisfaction.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Assisted customers with account maintainence, completing credit card applications, and signing up for new services.
- Mentored new hires and coached employees on best practices, providing constructive feedback to support their professional growth.
- Optimized audit procedures by staying up-to-date on industry trends, best practices, and emerging risks in banking operations.
- Ensured compliance with federal regulations by regularly reviewing procedures and updating documentation as needed.
- Responsible for Vault and ATM balancing, cash reports, variances, transactions and replenishment.
Branch Service Officer
Westamerica Bank
Clearlake, CA
2006 - 2014
Education
High School Diploma -
Carle' High School
Lower Lake, CA1997
Skills
- Organized
- Punctual and reliable
- Time Management
- Fraud detection skills
- Attention to detail
- Cash handling expertise
- Training and development
- Customer service
- Customer Outreach: Cross-selling and upselling
- Professionalism and integrity
- Team collaboration and leadership
- Relationship building aptitude
- Listening and empathy
- Word
- Outlook
- GMail
- Touchpoint Teller
- Touchpoint Sales & Services
- SalesForce
Timeline
Universal Banker
BMO
2015 - Current
Branch Service Officer
Westamerica Bank
2006 - 2014
High School Diploma -
Carle' High School