Kristen Lenahan
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
19
19
years of professional experience
Work History
Universal Banker II
Cadence Bank
03.2009 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Clerk II
Phoenix Center Behavioral Health
03.2005 - 12.2008
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Interacted with customers by phone, email, or in-person to provide information.
- Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
- Improved customer satisfaction by promptly answering inquiries and providing accurate information.
- Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Updated patient records with accurate, current insurance policy information.
Education
High School Diploma -
Northside High School
Warner Robins, GA06.1992
Skills
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Financial product knowledge
- Financial Advising
- Transaction Processing
- Customer Service
- Active Listening
- Data Entry
- Critical Thinking
- Problem-solving abilities
- 10-Key Data Entry
- Professionalism and Ethics
- Cash handling expertise
- Transaction processing accuracy
- Regulatory Compliance Awareness
- Goal Setting and Achievement
Timeline
Universal Banker II
Cadence Bank
03.2009 - Current
Clerk II
Phoenix Center Behavioral Health
03.2005 - 12.2008
High School Diploma -
Northside High School
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