Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, IN
12-2024

High School Diploma -

Munster High School
Munster, IN
01.2014

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

Associate of Applied Science - Business Administration/Human Resources

Ivy Tech Community College

High School Diploma -

Munster High School

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Kayla Potoski