KIMBERLY HAKALA
Amarillo,TX
Summary
Organized financial professional aiming to fulfill Branch Operations Associate Manager role. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
13
13
years of professional experience
Work History
Roving Associate Personal Banker
Wells Fargo
06.2024 - Current
- Built customer relationships through consultative conversations, identifying deposit, lending, and credit needs.
- Opened and serviced checking, savings, and CD accounts while ensuring accurate documentation and compliance.
- Recommended suitable banking products and services based on financial goals, risk tolerance, and account activity.
- Processed branch transactions, maintained cash accuracy, and resolved account discrepancies promptly.
- Educated customers on digital banking tools, card services, and self-service features to improve convenience.
- Collaborated with branch teams to meet service standards, streamline workflows, and support referral opportunities.
- Addressed customer concerns professionally, escalating complex issues while preserving strong service relationships.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained compliance and customer centered focus traveling to other branches in the area to provide staffing support.
LEAD TELLER
Wells Fargo
03.2017 - 06.2024
- Led the teller line and managed all teller duties. I am the gap between the tellers and the service manager. I prepared shipments for incoming and outgoing transactions. I provide coaching and overrides on the teller line. I assist with many other day to day tasks to help make my service manager's job more manageable and easier. Managing risk is of topmost importance in every role, but especially in leadership roles and I pride myself on my ability to help lead the team in this aspect.
- As of April 2021, Wells Fargo dissolved the lead teller title. However, I am still looked up to as a leader because of my experience with the company. Held additional responsibilities beyond those of other tellers and completed various day-to-day tasks.
- Supervised teller workflows, ensuring accurate cash handling and balanced drawer reconciliation.
- Trained new tellers on branch procedures, transaction accuracy, and customer service standards.
- Processed deposits, withdrawals, transfers, and payments while maintaining compliance with banking policies.
TELLER
Wells Fargo
12.2015 - 03.2017
- As a teller at Wells Fargo, I consider myself to have Handled diverse tasks to support branch operations.
- Made each customer feel welcome as soon as they entered the building.
- Processed daily transactions for commercial and consumer accounts efficiently.
- I work basic daily transactions for commercial and consumer accounts.
- I maintain and balance a cash drawer daily.
- Assisted the lead teller and provided leadership to newer tellers by coaching them with familiar questions or situations.
- I step up and help my service manager with tasks whenever possible.
FINANCIAL MANAGER
Eskimo Hut
08.2014 - 12.2015
- Counted all money from the previous day’s shifts and made the daily deposit to the bank.
- Managed daily paperwork to ensure compliance with specific deadlines.
- Oversaw store operations during shifts, addressed customer concerns, coordinated employee schedules, coached and trained new staff, ensured timely completion of daily checklists, and collaborated with GM to evaluate sales performance and identify individual growth opportunities.
- Handled the monthly process of counting, filing, and mailing the store’s coupon redemption.
CUSTOMER SERVICE REPRESENTATIVE
Eskimo Hut
02.2014 - 12.2015
- Served in role before advancement
- Outlined key responsibilities
- Maintaining and balancing a cash drawer
- Providing remarkable customer experience
- Handled multiple tasks simultaneously during peak hours
- Greet customers and meet individual needs
- Use Quickbooks effectively as POS system
Education
Bachelors of Psychology degree - Psychology
WTAMU
Canyon12-2014
Skills
- Banking policies and procedures
- Banking regulations
- Branch operations
- Cash handling
- Positive demeanor
- Teller support
- Financial needs assessment
- Risk management
- Customer satisfaction
- Attention to detail
- Relationship building
- Positive attitude
Timeline
Roving Associate Personal Banker
Wells Fargo
06.2024 - Current
LEAD TELLER
Wells Fargo
03.2017 - 06.2024
TELLER
Wells Fargo
12.2015 - 03.2017
FINANCIAL MANAGER
Eskimo Hut
08.2014 - 12.2015
CUSTOMER SERVICE REPRESENTATIVE
Eskimo Hut
02.2014 - 12.2015
Bachelors of Psychology degree - Psychology
WTAMU