Kayla Potoski
Saint John,IN
Summary
I am a knowledgeable and dedicated customer service professional with extensive experience in the customer service industry. Skilled at maximizing client satisfaction by utilizing persuasive communication skills. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Universal Banker
Peoples Bank
05.2022 - Current
- Identify the needs of new and existing customers and offer appropriate services currently available
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Opening and closing vaults, Balancing the vault and buying and selling cash back to the vault
- Monitored and verified suspicious activity on customer accounts.
- Processed payments for bills, loans and mortgages
- Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients.
- Carries out specialized tasks like issuing cashier checks, initiating debit disputes, ordering new debit cards
- Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Providing exceptional customer service and greeting customers in and out of the bank
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Developed relationships with business owners to promote commercial banking services.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Assisted with onboarding new employees by training them on banking procedures.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Utilized computer applications such as Microsoft Office, Word, Excel and sharepoint proficiently.
Receptionist/Administrative Assistant
Premier Psychiatry
01.2020 - 04.2022
- Always greeting patients when they walk in and out, having a positive attitude and having a smile on my face
- Ensure completion of paperwork, sign-in and security procedures for each patient and also checking them in so the provider knows they are here
- Doing scheduled voicemails daily
- Continuously answering phone calls and making follow up appointments as well as new patient appointments
- Writing up letters such as, return to work, lab requests, and off of work letters
- Serves patients by helping them schedule appointments
- Keeps patient appointments on schedule by notifying the patient by text message, voicemail or email that they have an appointment or if there were any delays
- Filing and retrieving patient records and paperwork
- Maintaining patient accounts by recording and updating personal and financial information
- Collecting patient's copays and balances
- Maintaining business office inventory and equipment by checking stock to determine inventory level and needed supplies
- Processing prior authorizations through the patient's insurance to get medications covered
- Submit medical records to any authorized user if needed
- Send out urine samples for patients
- Complete my schedule for the next day in a timely manner
- Collect the cash and total it up for the biller at the end of the night
- Verifying insurance to make sure it is running active.
Pharmacy Technician
Walgreens
01.2018 - 10.2020
- Works as a team to keep customer satisfaction at its best
- Required to keep work station and work place clean
- Ensure that correct amounts of prescriptions are filled properly
- Required to assist and fill customer's insurance information in any way possible
- Basic offices skills including faxing, coping, and answering phone lines
- Quickly and professionally greeted customers at counter and drive-through window and answered high volume of phone calls from customers and physicians
- Completed and updated patient profiles with correct billing, insurance and prescription information
- Contacted physician offices via phone and fax to obtain prescription refill authorizations
- Gave covid and flu vaccines to customers
- Called customers for refills reminders and pick up reminders for prescriptions.
Hostess/Waitress
House of Kobe
01.2013 - 12.2018
- Required to come in prior to actual opening time to prepare for upcoming day
- Prepare appetizer entrees
- Assist customers in a professional way to provide customer satisfaction
- Double check to ensure all orders were taken properly
- Take orders from guests
- Serve food and beverages to guests
- Take bill payments
- Ensure tables are clean and tidy
- Liaise with other departments to ensure guests needs are met
- High standards of cleanliness
- Ability to interact with staff and the public in a professional and helpful manner.
Education
Associate of Applied Science - Business Administration/Human Resources
Ivy Tech Community College
Indianapolis, IN12-2024
High School Diploma -
Munster High School
Munster, IN01.2014
Skills
- Microsoft Offices
- Customer service
- Administrative experience
- Banking
- Planning and coordination
- Multitasking Abilities
- Time Management
- Teamwork and Collaboration
- Process Documentation
- Self Motivation
- Interpersonal Skills
- Goal Setting
Certification
Pharmacy Technician Certification
NMLS Number
Business Certificate
Technical Certificate in Business Administration
Timeline
Universal Banker
Peoples Bank
05.2022 - Current
Receptionist/Administrative Assistant
Premier Psychiatry
01.2020 - 04.2022
Pharmacy Technician
Walgreens
01.2018 - 10.2020
Hostess/Waitress
House of Kobe
01.2013 - 12.2018
Pharmacy Technician Certification
NMLS Number
Business Certificate
Technical Certificate in Business Administration
Associate of Applied Science - Business Administration/Human Resources
Ivy Tech Community College
High School Diploma -
Munster High School
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