Kristen Lenahan
Warner Robins,GA
Summary
Proven Universal Banker II at Cadence Bank, adept in wealth management and customer needs assessment. Excelled in mentoring staff to enhance performance by 30% and expertly managed high-stakes client interactions. Demonstrated prowess in financial product knowledge and document preparation, ensuring compliance and superior service delivery.
Overview
19
19
years of professional experience
Work History
Universal Banker II
Cadence Bank
03.2009 - 07.2024
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Head Teller and back up head teller
Clerk II
Phoenix Center Behavioral Health
03.2005 - 12.2008
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Maintained filing system and organized customer documents for easy retrieval of information.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Created and maintained detailed records of all office activities.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
Education
High School Diploma -
Northside High School
Warner Robins, GA06.1992
Skills
- Wealth Management
- Customer Needs Assessment
- Transaction Processing
- Financial product knowledge
- Document Preparation
Timeline
Universal Banker II
Cadence Bank
03.2009 - 07.2024
Clerk II
Phoenix Center Behavioral Health
03.2005 - 12.2008
High School Diploma -
Northside High School
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