Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills and thrives in leadership roles. Eager to contribute to a dynamic team and support organizational goals and growth.
Overview
9
9
years of professional experience
Work History
Financial Experience Specialist
First Citizens National Bank
Dyersburg, TN
10.2022 - Current
Provided account information and answered customer inquiries in a timely manner.
Conducted research into customer questions or problems using available resources.
Received telephone calls from customers regarding their accounts or services provided by the bank.
Prepared daily activity reports for management review.
Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.
Explained banking procedures and regulations to customers accurately.
Handled cash deposits and withdrawals accurately according to established procedures.
Performed general clerical duties such as filing documents related to customer accounts.
Updated databases with new and modified customer data.
Conferred with customers by telephone or in person to provide information about products or services and take orders.
LEAD UNIVERSAL BANKER
FIRST STATE BANK & TRUST
CARUTHERSVILLE, MO
08.2015 - 10.2022
Supervised and trained team of universal bankers, enhancing productivity and customer service skills.
Researched account discrepancies or errors identified during audits or reviews.
Provided guidance and training to new universal bankers on banking policies, procedures, and customer service standards.
Reconciled discrepancies between actual cash amounts versus book balance figures at end of day shift.
Attended weekly meetings with other branch managers to discuss operational issues and strategies for improvement.
Conducted performance evaluations for staff, offering constructive feedback and setting goals.
Handled daily team scheduling and properly staffed shifts.
Supervised and trained team of universal bankers, enhancing productivity and customer service skills.
Organized meetings, conferences, and other special events as needed.
Interacted with customers via phone or email to provide requested information or resolve issues quickly.
Performed data entry tasks into various computer programs.
Created and maintained filing systems, both electronic and paper-based.
Provided administrative support to the executive team by preparing reports, documents, presentations, and spreadsheets.
Implemented effective inventory control procedures and ordered items when stock was low.
Managed new hire trainings and onboarding to educated employees on company policies and procedures.
Education
High School Diploma -
Delta C-7 High School
Deering, MO
05-2012
Skills
Performance Tracking
Excellent Communication
Reliability
Continuous Improvement
Adaptability and Flexibility
Adobe Creative Cloud
Microsoft Office
Staff Development
Workforce Management
Client Relationship Management
Timeline
Financial Experience Specialist
First Citizens National Bank
10.2022 - Current
LEAD UNIVERSAL BANKER
FIRST STATE BANK & TRUST
08.2015 - 10.2022
High School Diploma -
Delta C-7 High School
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