Kaytlin McNew
Summary
Experienced, dependable worker with a strong work ethic. Has been in the customer service field for 8 years. A skilled personal banker that has the ability to assess customers' needs, cross-sell banking products, establish long-term client relationships, help company growth and provide leadership and team work. I am proud of my professional growth over the past 5 years in the finance world. I am confident in my ability to step up to the plate and challenge myself. I am committed to take every opportunity to learn and to expand my skills. I take pride with upholding my reputation as a valuable employee.
Overview
9
9
years of professional experience
Work History
Billing Clerk
Koetter Woodworking
Borden, Indiana
03.2025 - Current
- Process customer invoices accurately and efficiently
- Managed payment collection for invoices to maintain cash flow and reduce outstanding balances
- Identified pricing and quantity discrepancies to ensure billing accuracy and customer satisfaction
- Processed data entry by reviewing and entering daily sales orders, ensuring accurate record-keeping
- Responded to customer service inquiries in a timely manner
- Organize production orders and receipts
- Run end of day reports
Personal Banker, Georgetown
First Savings Bank
Georgetown
12.2022 - 03.2025
- Advise customers on bank services
- Account opening and closing for customers
- Provide customer service to clients, including answering questions, resolving issues, answering emails, phone calls and request for information
- Supervise the teller line
- Train new hires for teller line
- Managed branch operations during manager's absence
- Conducted thorough audits of branch transactions
- Reach out to potential customers to get new business
- process loan applications for customers
- Notarize documents for customer
Floating Personal Banker, All Branches
First Savings Bank
04.2022 - 12.2022
- Handled customer account inquiries and updates
- Advised customers on bank services to enhance their banking experience
- Resolved issues with banking services and accounts to ensure customer satisfaction
- Manage Accounts
- Assisted other branches during staffing shortages
Head Teller, Clarksville Branch
First Savings Bank
Clarksville
08.2021 - 04.2022
- Supervise teller line
- Approve transactions that require a supervisor override
- Ordering cash from federal reserve, verify cash, maintain vault security, and balance vault
- Assist tellers with answering questions and solving problems
- Research teller outages and perform audits quarterly
- Monitor inventory of supplies for teller line
- Coach and keep tellers motivated
Teller, Clarksville Branch
First Savings Bank
Clarksville
06.2020 - 08.2021
- Build and maintain customer relationships by providing great customer service
- Conduct each customer transaction efficiently, accurately, and effectively
- Process daily customer transactions, including deposits, withdrawals, money transfers, loan payments and selling cashier checks
- Balance checks and cash at the end of every day
Customer Service Rep
Wallgreens
02.2018 - 06.2020
- managed daily cashier operations
- Greeted customer
- Maintained an organized work environment by stocking shelves and cleaning up after each shift
- Processed refunds and exchanges
- created positive a positive atmosphere for customers and employees
Education
high school diploma -
Silver Creek High School
Skills
- Invoice processing
- Accurate cash balancing
- Customer service
- Efficiency focus
- Time management
- Detail-oriented
- Prioritization techniques
- Leadership
- Communication
Timeline
Billing Clerk
Koetter Woodworking
03.2025 - Current
Personal Banker, Georgetown
First Savings Bank
12.2022 - 03.2025
Floating Personal Banker, All Branches
First Savings Bank
04.2022 - 12.2022
Head Teller, Clarksville Branch
First Savings Bank
08.2021 - 04.2022
Teller, Clarksville Branch
First Savings Bank
06.2020 - 08.2021
Customer Service Rep
Wallgreens
02.2018 - 06.2020
high school diploma -
Silver Creek High School