Kimberly Butler
Visalia,CA
Summary
Highly motivated professional with multiple years of banking experience. Interpersonal skills that drive my success in maintaining job responsibilities and accomplishments. Implemented successful daily business operations by utilizing recourses. Eager to work with Bank of the Sierra so I can grow with the company and utilize my skills.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
EECU
Visalia , California
09.2024 - Current
- I performed various confidential data entries for members accounts and processed documents pertaining to account eligibility and/or authorized documented transactions.
- Performed Currency Transactions Reports (CTR) for any members transactions over $10,000. I am knowledgeable of the requirements under the bank secrecy act.
- Followed FinCen system standards to handle any transactions that met the required threshold for a Suspicious Activity Report (SAR).
- I performed various confidential data entries for members accounts and processed documents pertaining to account eligibility and/or authorized documented transactions.
- I thoroughly performed the necessary research to resolve member concerns. I used internal Credit Union resources, such as the EECU database, or reach out to back office support teams
Interactive teller
United Security Bank
Fresno, US
08.2021 - Current
- Greets customer as they interact in the virtual teller environment and serves the customer in a courteous, professional manner. Consistently smiles and uses courteous body language during virtual customer interaction.
- Receives images of checks for deposit to savings and checking accounts, verifies deposit amounts, Examines checks for endorsement and negotiability. Verifies cash for accuracy with automatic counter and processes transactions
- Cashed checks and processes withdrawals from savings and checking accounts counts upon verification of signatures and account records.
- Receives payments on loans and prepares appropriate entries.
Morning Shift Manager
Del Taco
Fresno, US
04.2017 - 08.2021
- Resolve customers complaints regarding food service
- Monitor employee actions for effective safety, sanitation, and general housekeeping compliance, proactively protecting staff and customers from safety hazards and infection risks
- Track labor, sales, and inventory and managed operations to maximize returns
- Shared best practices for sales and customer service with other team members to help improve the store's efficiency
Education
High school or equivalent -
UEI College
Fresno, CA05.2018
High school or equivalent -
Bullard High School
Skills
- Effective time management
- Calendar/outlook management
- Excellent communication via phone, mail or virtual
- Bilingual
- Organization of documents
- Proficiency with office software
- Peer support and leadership
Additional Information
Spanish & English speaker, Great multitasker, Ability to work independently and make good judgment calls.
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Financial Services Representative
EECU
09.2024 - Current
Interactive teller
United Security Bank
08.2021 - Current
Morning Shift Manager
Del Taco
04.2017 - 08.2021
High school or equivalent -
UEI College
High school or equivalent -
Bullard High School