Summary
Overview
Work History
Education
Skills
References
Timeline
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Kristin Thomas

Hawkinsville,GA

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

Product Specialist/Inside Sales Representative

Integrated Access Corporation
08.2022 - 12.2022
  • Met existing customers to review current services and expand sales opportunities.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Set up new accounts, established customer credit and set up payment methods.
  • Developed strategic relationships with existing customers by learning preferences and managing regular communications.
  • Researched product's technical specifications and accurately communicated information.
  • Continually expanded knowledge of the Danone Yogurts product line.
  • Logged phone numbers and email addresses to contact customers for follow-ups.

Administrative Assistant

Paulk Landscaping & Nursery
03.2020 - 11.2020
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Scheduled office meetings and client appointments for staff teams.
  • Managed filing system, entered data and completed other clerical tasks.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Established administrative work procedures to track staff's daily tasks.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.

Finance Customer Service Representative

Sunset Finance
09.2019 - 03.2020
  • Updated account information to maintain customer records.
  • Answered inquiries and provided superior customer service to clients.
  • Helped loan officers in preparing repayment plans for timely processing.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.

Personal Banker

SunMark Community Bank
11.2018 - 05.2019
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Utilized customer relationship management software to provide accurate and complete customer service.

Inside Sales Representative

Cherokee Brick & Tile
05.2017 - 11.2018
  • Answered customers' questions regarding products, prices, and availability.
  • Managed friendly and professional customer interactions.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Developed strategic relationships with existing customers by learning preferences and managing regular communications.
  • Prepared and submitted reports to keep management informed of sales activities and progress.
  • Set up new accounts, established customer credit and set up payment methods.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Developed and maintained strong working relationships with professionals within assigned territory.

Personal Banker

American Pride Bank
05.2014 - 05.2017
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Collected customer information and completed new account forms.
  • Explained account terms and conditions to customers.
  • Monitored accuracy of customer information in system.
  • Backed up teller team by handling needs of new and existing customers at main counter.

Head Teller

Certus Bank
05.2012 - 05.2014
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Performed vault, alarm and door duties to facilitate opening and closing of operations.
  • Assigned and distributed workflow to support efficient and effective front line operations.
  • Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
  • Investigated staff out-of-balance conditions and instituted corrective procedures.

Loan Assistant

Sunrise Bank
08.2009 - 03.2012
  • Communicated with customers daily to request information and complete paperwork.
  • Maintained compliance with Fair Lending Practices, Home Mortgage Disclosure Act guidelines, Truth in Lending Act requirements and bank policies.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Checked titles, insurance coverage, and appraisals for properties.
  • Reviewed financial statements, credit histories, income reports, and other information to make accurate determinations about loan decisions.

Teller

The Jacksonville Bank
06.2006 - 05.2008
  • Processed customer transactions promptly, minimizing wait times.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Referred customers to other banking departments for specialized services.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Cross-sold credit cards, loans and other bank products.

Senior Teller

Compass Bank LLC
10.2003 - 05.2005
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained, organized and stocked teller window areas.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Introduced customers to other bank team members to help meet financial needs.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Mentored and trained new tellers on bank procedures and customer service standards.

Education

High School Diploma -

Bishop Kenny High School
Jacksonville, FL
05.2002

Skills

  • Financial product knowledge
  • Loan Processing
  • Cash Handling
  • Vault Monitoring
  • Discrepancy Resolution
  • Organizational Skills
  • Teamwork and Collaboration
  • Attention to Detail
  • Interpersonal Skills

References

Provided upon request.

Timeline

Product Specialist/Inside Sales Representative

Integrated Access Corporation
08.2022 - 12.2022

Administrative Assistant

Paulk Landscaping & Nursery
03.2020 - 11.2020

Finance Customer Service Representative

Sunset Finance
09.2019 - 03.2020

Personal Banker

SunMark Community Bank
11.2018 - 05.2019

Inside Sales Representative

Cherokee Brick & Tile
05.2017 - 11.2018

Personal Banker

American Pride Bank
05.2014 - 05.2017

Head Teller

Certus Bank
05.2012 - 05.2014

Loan Assistant

Sunrise Bank
08.2009 - 03.2012

Teller

The Jacksonville Bank
06.2006 - 05.2008

Senior Teller

Compass Bank LLC
10.2003 - 05.2005

High School Diploma -

Bishop Kenny High School

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