Kellie Stagmiller
Ft. Pierce
Summary
Resourceful Branch Banker known for high productivity and efficient task completion. Specialized skills include customer relationship management, financial advising, and risk assessment. Excel in communication, problem-solving, and adaptability to meet client needs and achieve branch goals. Committed to leveraging these abilities for continued professional growth and success in the banking industry.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank
10.2024 - Current
- Processed customer transactions efficiently at local financial institution.
- Assisted clients with account inquiries and banking products.
- Conducted financial assessments to recommend suitable services.
- Educated customers on online banking features and security measures.
- Collaborated with team members to improve customer service strategies.
- Ensured accuracy of ATM machines by performing periodic maintenance checks on hardware components.
Personal Injury Paralegal
Law Firms
Stuart
09.2022 - Current
- Case manager/Demand paralegal at local personal injury law firm.
- Developed investigative strategies based on case information.
- Reviewed police reports and conducted background checks.
- Gathered proof of activities through video recordings, photographs, and statements.
- Produced timely and accurate reports about findings.
- Researched computer databases, public records and legal filings to compile accurate information for investigations.
- Reviewed and organized documents related to personal injury cases.
- Coordinated medical records requests from physicians and hospitals.
- Maintained client contact information database.
- Performed data entry into computer systems to update client profiles or track status of case activities.
- Scheduled appointments with clients or witnesses for attorney interviews.
- Updated docketing system with new activity on each case file.
Server (Second Job)
Bonefish Grill
Stuart
01.2022 - 06.2023
- Worked here as a second job part time on weekends while working at TBC
- Provided excellent customer service to ensure satisfaction.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Took orders from customers accurately and in a timely manner.
- Checked food before serving it to customers.
- Delivered food orders promptly and courteously.
- Monitored dining room for cleanliness and proper set-up at all times.
- Ensured that each guest was served courteously, quickly, and efficiently.
Cash Application Specialist
TBC Corporation
Palm Beach Gardens
06.2019 - 09.2022
- Worked in the AR department of TBC Corporation (HYBRID) handling applications of checks, wires, cash and etc.
- Reviewed and applied customer payments to accounts using Lockbox, ACH, checks and wire transfers.
- Processed credit card payments utilizing the appropriate payment processor.
- Reconciled customer accounts by confirming outstanding balances due.
- Maintained accurate records of cash receipts and applications on a daily basis.
- Provided excellent customer service to internal and external customers regarding payment inquiries.
- Investigated returned items such as NSF checks or incorrect payments.
- Assisted with month end closing activities related to cash application.
- Performed monthly balance sheet reconciliations for assigned accounts receivable sub-ledgers.
Server (Second Job)
Hurricanes Grill and Wings
Stuart
01.2019 - 08.2019
- Worked here as a second job to Bonos BBQ
- Greeted guests and provided menus.
- Provided excellent customer service to ensure satisfaction.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Took orders from customers accurately and in a timely manner.
- Checked food before serving it to customers.
- Delivered food orders promptly and courteously.
- Monitored dining room for cleanliness and proper set-up at all times.
- Responded efficiently to guest inquiries and complaints in a professional manner.
Server
Bonos/ Sweet Smoke BBQ
Stuart
02.2014 - 06.2019
- I worked at Bonos BBQ for almost 6 years serving.
- Greeted guests and provided menus.
- Provided excellent customer service to ensure satisfaction.
- Assisted in training new servers.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Prepared drinks according to standard recipes.
- Delivered food orders promptly and courteously.
- Monitored dining room for cleanliness and proper set-up at all times.
- Handled money transactions accurately while following company procedures for handling cash payments.
- Upheld high standards of sanitation in accordance with health department regulations.
- Greeted customers, answered questions and recommended specials to increase profits.
Retail Sales Associate
Nordstrom
Palm Beach Gardens
04.2017 - 09.2017
- Assisted customers with product selection and ordering process.
- Provided customer service support to ensure satisfaction.
- Received, processed, and stocked merchandise in accordance with store policies.
- Organized inventory shelves for easy access and maintenance of stock levels.
- Performed opening and closing duties such as setting up displays, restocking items, and cleaning the sales floor.
- Operated cash registers to process payments from customers.
- Provided personal styling advice to clients based on their individual needs and preferences.
- Assisted with the selection of clothing items in store or online.
Cashier
Big Slice Pizza & More
Palm City
05.2013 - 10.2013
- Greeted customers and answered any questions they had about the store's products and services.
- Verified that customers were of legal age to purchase alcohol or tobacco products.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
Education
2 year college in Business Administration - Business Administration
Indian River State College
Stuart, FL08.2024
High School Diploma -
Martin County High School
Stuart, FL05-2015
Skills
- ACH
- SAP
- Bank Reconciliation
- Accounting
- Journal Entries
- Application Support
- Appointment scheduling (4 years)
- Medical billing (2 years)
- Medical terminology
- Medical office experience
- Organizational skills
- Typing
- Administrative experience
- Paralegal experience
- Financial services
- Front desk
- Phone etiquette
- Medical receptionist
- Office experience
- HIPPA
- Time management
- Patient care
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- English
- Insurance verification
- Medical scheduling
- Word processing
- Medical records
- Legal Research
- Medical Records Review
- Document Preparation
- Legal writing
- Client Communication
- Product Sales
- Upselling
- Promotional support
- Banking product knowledge
- Online banking education
- Account management
- Client relationship management
- Payment processing
- Team collaboration
- Problem solving
- Banking software
Certification
Certified Notary Public, 12/01/23, 02/01/27
Timeline
Branch Banker
PNC Bank
10.2024 - Current
Personal Injury Paralegal
Law Firms
09.2022 - Current
Server (Second Job)
Bonefish Grill
01.2022 - 06.2023
Cash Application Specialist
TBC Corporation
06.2019 - 09.2022
Server (Second Job)
Hurricanes Grill and Wings
01.2019 - 08.2019
Retail Sales Associate
Nordstrom
04.2017 - 09.2017
Server
Bonos/ Sweet Smoke BBQ
02.2014 - 06.2019
Cashier
Big Slice Pizza & More
05.2013 - 10.2013
2 year college in Business Administration - Business Administration
Indian River State College
High School Diploma -
Martin County High School