Kimberlee Jones
Blanchard,OK
Summary
Accomplished professional with expertise in financial management and customer relationship development, honed at Legacy Bank. Demonstrated proficiency in cash handling and attention to detail, contributing to a 15% increase in customer retention. Adept at multitasking and organization, ensuring efficient operations and exceptional service delivery.
Overview
26
26
years of professional experience
Work History
Bank Teller
Legacy Bank
02.2022 - 08.2025
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Balanced cash drawer daily, identifying discrepancies and resolving issues promptly.
- Assisted customers with account inquiries, providing personalized service to enhance satisfaction.
- Promoted bank products to customers, contributing to increased service utilization and customer retention.
- Trained new tellers on operational procedures and customer service best practices.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Placed orders for customer checks and verified starting numbers.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Generated monthly reports on customer activity and customer feedback.
- Processed applications for new accounts.
Receptionist
Odom Sparks Law Firm
05.2018 - 08.2021
- Managed front desk operations, ensuring efficient visitor check-in and appointment scheduling.
- Maintained organized filing system for legal documents and client records, enhancing accessibility.
- Coordinated communication between clients and attorneys, facilitating timely information exchange.
- Trained new staff on office procedures and software applications to ensure consistency in operations.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled assignments independently with good judgement and critical thinking skills.
Deputy Treasurer
Cleveland County Treasurers Office
09.1999 - 10.2017
- Managed daily treasury operations, ensuring accurate cash flow and fund allocation.
- Oversaw reconciliation of financial statements, maintaining compliance with state regulations.
- Developed and implemented budgeting strategies to optimize county resources effectively.
- Led staff training initiatives, enhancing team competency in financial management practices.
Education
High School Diploma -
Purcell High School
Purcell, OK05-1994
Skills
- Attention to detail
- Professionalism and courtesy
- Money handling
- Deposit and withdrawal management
- Cash counting
- Customer relationship development
- Patience and empathy
- Time management
- Multitasking and organization
Timeline
Bank Teller
Legacy Bank
02.2022 - 08.2025
Receptionist
Odom Sparks Law Firm
05.2018 - 08.2021
Deputy Treasurer
Cleveland County Treasurers Office
09.1999 - 10.2017
High School Diploma -
Purcell High School