Kaylee Birt
Klamath Falls,Oregon
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust. Adept at understanding customer needs to recommend appropriate banking products. Driven by high expectations through a strong work ethic. Possess skills of organization, ability to work independently or in a team setting, and enjoys taking initiative to learn new responsibilities.
Overview
6
6
years of professional experience
Work History
Personal Banker
Commerce Bank
12.2016 - 07.2019
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer's transactions, handles cash, maintains balanced drawer and vault.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Safeguarded against fraud for bank security and customer security.
- Assisted in setting schedules for 6 staff by planning and designating shifts and hours.
- Made modifications to malfunctioning equipment such as; cash recycler and coin machine.
- Created thorough audit reports and resolved branch errors.
Caregiver
Nishna Productions, Inc.
02.2015 - 09.2015
- Educated clients in work skills in variety of settings
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Assisted patients with self-administered medications.
- Recorded status and duties completed in logbooks for management.
Cook
Fair Oaks Assisted Living
05.2014 - 08.2014
- Executed recipes and made conversions as needed.
- Assisted with planning patients' menus based on their individual dietary needs.
- Managed time to juggle multiple tasks simultaneously with ease.
- Served patients meals and cleaned kitchen and dining room after each meal.
Cashier/Stocker
Hy-Vee, Inc.
04.2013 - 08.2014
- Built relationships with customers to encourage repeat business.
- Worked flexible schedule and extra shifts to meet business needs.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
Education
Some College (No Degree) -
Klamath Community College
Klamath Falls, OregonHigh School Diploma -
High School Diploma
Shenandoah, Iowa05.2014
Skills
- Principled in preserving confidentiality
- Detail-oriented
- Problem solver
- Personable
- Cross-Selling and Partner Referrals
- Currency Exchanges
Accomplishments
- ***Achieved (brokerage referals & trust)
- ***topsales person of west division
Timeline
Personal Banker
Commerce Bank
12.2016 - 07.2019
Caregiver
Nishna Productions, Inc.
02.2015 - 09.2015
Cook
Fair Oaks Assisted Living
05.2014 - 08.2014
Cashier/Stocker
Hy-Vee, Inc.
04.2013 - 08.2014
Some College (No Degree) -
Klamath Community College
High School Diploma -
High School Diploma
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