Summary
Overview
Work History
Education
Skills
Timeline
Generic
Kurstin Beam

Kurstin Beam

St. Marys,GA

Summary

Customer-focused professional with 4+ years of banking experience spanning customer service, account management, sales support, financial transactions, and fraud awareness. Experienced in building customer relationships, identifying needs, explaining products and services, resolving problems, and recognizing potential risks or suspicious activity. Known for strong communication, attention to detail, adaptability, and maintaining trust while handling sensitive information. After taking a career break to raise my family, I’m excited to bring my customer-facing and sales experience back into the career field.

Overview

9
9
years of professional experience

Work History

Stay-at-Home Parent

Career Break
05.2022 - Current

Teller

Pineland Bank
01.2021 - 01.2022
  • Processed high-volume financial transactions, ensuring accuracy in deposits, withdrawals, transfers, and loan payments.
  • Resolved customer account inquiries and banking support needs, enhancing overall customer satisfaction.
  • Maintained confidentiality while managing sensitive financial information to safeguard customer trust.
  • Prompt identification of suspicious account activity and escalation of potential fraud per banking policy.

Universal Banker

BancFirst
01.2018 - 01.2020
  • Opened and maintained customer accounts, including checking, savings, and certificates of deposit, with a focus on accuracy and compliance.
  • Assessed customer financial needs through direct conversations and recommended appropriate banking products and services.
  • Presented checking accounts, savings products, loans, credit cards, and online banking services to prospective and existing customers.
  • Managed customer account requests and resolved service issues while upholding consistent branch standards.
  • Maintained accurate customer records and followed banking regulations and internal procedures.
  • Developed business customer relationships and increased awareness and adoption of commercial banking services.
  • Participated in weekly meetings with branch leadership to review performance and sales strategies.
  • Supported relationship growth and sales targets while maintaining responsible customer service and compliance.

Education

High School Diploma -

Claremore Sequoyah
05-2015

License - Cosmetology

Northeast Technology Center
05-2015

Skills

  • Customer relationship management
  • Lead qualification and needs assessment
  • Sales and product promotion
  • Consultative communication
  • Account management
  • Customer retention and support
  • Problem solving
  • Fraud detection and risk awareness
  • Relationship building
  • Written and verbal communication
  • Goal-oriented performance
  • Confidential information handling
  • Regulatory compliance
  • Attention to detail
  • Microsoft Office applications

Timeline

Stay-at-Home Parent

Career Break
05.2022 - Current

Teller

Pineland Bank
01.2021 - 01.2022

Universal Banker

BancFirst
01.2018 - 01.2020

High School Diploma -

Claremore Sequoyah

License - Cosmetology

Northeast Technology Center
Kurstin Beam