Kelsie Majewski
Wetumpka
Summary
Detail-oriented Universal Banker with extensive experience in facilitating customer transactions and resolving inquiries. Skilled in account openings and banking software, dedicated to improving client relationships and branch performance.
Overview
8
8
years of professional experience
Work History
Universal Banker II
Truist Bank
Wetumpka, AL
02.2022 - Current
- Facilitated customer transactions, ensuring accuracy and efficiency in banking operations.
- Assisted clients with addressing inquiries and resolving issues promptly.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks and debit cards.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Cashed checks, accepted deposits and withdrawals within assigned limits.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
Follow-Up Specialist
Aletheia House
Montgomery, Al
05.2021 - 02.2022
- Coordinated follow-up communications with clients to ensure continuity of care and effective service delivery.
- Developed and maintained tracking systems for client engagement and service progress.
- Streamlined follow-up processes, enhancing response times and client satisfaction.
- Collaborated with multidisciplinary teams to address client needs and improve service outcomes.
Patient Registration Clerk
Ivy Creek Health Care
Wetumpka, AL
08.2020 - 01.2021
- Managed patient check-in processes, ensuring accurate data entry and compliance with health regulations.
- Assisted patients with registration forms, enhancing user experience and reducing wait times.
- Coordinated with healthcare providers to verify insurance information and eligibility for services.
- Maintained electronic health records system, ensuring updated patient information and accessibility for staff.
COVID-19 Temperature Screener
Ivy Creek Health Care
Wetumpka, AL
06.2020 - 08.2020
- Conducted temperature screenings for patients and staff to ensure compliance with health regulations.
- Maintained accurate records of daily screenings, ensuring data integrity and confidentiality.
- Assisted in implementing safety protocols to enhance workplace health standards during pandemic response.
- Communicated effectively with individuals, providing clear instructions and support during screening processes.
ER Registrar
Ivy Creek Health Care
Wetumpka, AL
02.2020 - 06.2020
- Collected and verified patient information upon arrival in emergency department.
- Assisted in managing patient flow to ensure timely registration processes.
- Utilized electronic health record system for accurate data entry and retrieval.
- Communicated effectively with medical staff to resolve registration inquiries.
- Processed insurance verifications to facilitate seamless admissions procedures.
- Adapted quickly to changing priorities and high-pressure situations in a fast-paced environment.
Customer Service Representative
New Leaf Consignment Galleries
Wetumpka, AL
04.2018 - 08.2018
- Assisted customers with inquiries and provided information on consignment processes.
- Processed sales transactions accurately using point-of-sale systems.
- Resolved customer complaints effectively to enhance satisfaction and retention.
- Maintained organized displays to promote merchandise visibility and appeal.
Education
High School Diploma -
Wetumpka High School
Wetumpka, ALSkills
- Cash handling proficiency
- Wire transfers
- Transaction processing
- Banking software navigation
- Customer service
- Teller experience
- Account openings
- Developing customer relationships
- Check cashing and withdrawals
Timeline
Universal Banker II
Truist Bank
02.2022 - Current
Follow-Up Specialist
Aletheia House
05.2021 - 02.2022
Patient Registration Clerk
Ivy Creek Health Care
08.2020 - 01.2021
COVID-19 Temperature Screener
Ivy Creek Health Care
06.2020 - 08.2020
ER Registrar
Ivy Creek Health Care
02.2020 - 06.2020
Customer Service Representative
New Leaf Consignment Galleries
04.2018 - 08.2018
High School Diploma -
Wetumpka High School