Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Kimberly Costello

Vacaville,CA

Overview

4
4
years of professional experience

Work History

Sr. Financial Service Representative

Travis Credit Union
Davis, CA
11.2023 - Current
  • Developed client relationships and provided financial advice to clients regarding their investments.
  • Maintained accurate records of customer accounts including transactions and balances.
  • Participated in training sessions aimed at keeping abreast of regulatory changes impacting the industry.
  • Resolved disputes between customers and third parties involved in transactions.
  • Assisted customers in opening new accounts and answered questions about bank policies and procedures.
  • Processed customer deposits, withdrawals, loan payments, transfers, and check cashing.
  • Provided guidance to customers on utilizing online banking tools for managing their accounts.
  • Educated customers on the features of various banking products and services available at the institution.
  • Transmitted orders to supply cash to meet daily needs.

Sr. Financial Service Representative

Travis Credit Union
Vacaville, CA
10.2020 - 11.2023
  • Greeted customers and provided assistance with inquiries regarding products, services, and account information.
  • Assisted customers in opening new accounts and answered questions about bank policies and procedures.
  • Processed customer deposits, withdrawals, loan payments, transfers, and check cashing.
  • Provided guidance to customers on utilizing online banking tools for managing their accounts.
  • Monitored customer accounts for suspicious activity and reported any findings to management.
  • Researched customer complaints or issues and responded promptly with solutions or alternatives.
  • Completed documents such as loan applications, credit cards applications and renewal forms accurately.
  • Educated customers on the features of various banking products and services available at the institution.
  • Answered emails from current clients regarding account balances, transaction details.

Education

Some College (No Degree) - General Studies and Accounting

Solano Community College
Fairfield, CA

Skills

  • New Account Setup
  • Customer Service
  • Transaction Processing
  • Signature Verification
  • Customer Loan Processing
  • Loan Processing
  • Positive Attitude
  • Excellent communication skills
  • Customer Service-Oriented
  • Reliability
  • Financial Counseling
  • Product Knowledge

Affiliations

  • Love the idea of team building in the great outdoors. I love anything outdoors whether it's hiking, nature walk, parasailing, zip lining, kayaking, etc

Timeline

Sr. Financial Service Representative

Travis Credit Union
11.2023 - Current

Sr. Financial Service Representative

Travis Credit Union
10.2020 - 11.2023

Some College (No Degree) - General Studies and Accounting

Solano Community College

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Kimberly Costello