Kevin Rathbun
Retail Banking
Quinlan,TX
Summary
Detail-oriented professional with a strong focus on resolving customer issues and enhancing service quality. Proven ability to manage high-volume transactions while training new employees to promote compliance and operational efficiency.
Overview
19
19
years of professional experience
Work History
Branch Ambassador
Capital One Bank N.A
06.2007 - 02.2026
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Performed teller, personal banker and [Type] functions during high-volume business periods to offer expeditious service to customers.
- Trained new employees in cash handling procedures, bank policies and [Type] to promote compliance with established standards.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Pursued new retail and commercial account growth to enhance bank's market position.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Established and checked coding procedures, monitored reports and updated internal files.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Cross-sold bank products and services to meet customer needs and provide options.
- Expanded client base by promoting new financial products.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Assisted customers with completing loan applications and other paperwork.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Communicated with originator and applicant concerning progress of loan file.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Set up and completed loan submission packages.
- Prepared file for final clear-to-close by branch management.
Education
High School Diploma -
West Mesquite High School
Mesquite, TXSkills
- Brand awareness
- Internal communications
- Multitasking Abilities
- Adaptability and flexibility
- Active listening
- Time management
- Digital communications
- Detail-oriented
Timeline
Branch Ambassador
Capital One Bank N.A
06.2007 - 02.2026
High School Diploma -
West Mesquite High School