Leane Kelly
Rohnert Park,CA
Summary
Kind Caregiver with experience addressing physical and emotional needs. Familiar with scheduling and managing appointments, coordinating household support and offering caring companionship. Well-organized with medications and physically fit to handle any client need.
Over 25 years in the Banking industry. Excellent customer service with lasting customer relationships. Highly knowledgeable in all banking rules and regulations.
Overview
32
32
years of professional experience
Work History
Memory Caregiver
Lisa Dunlap
12.2021 - 02.2023
- Improved patient outlook and daily living through compassionate care.
- Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
- Drove clients to shop for groceries, attend doctor appointments and run errands.
- Helped patients during ROM exercises to maintain musculoskeletal functions and increase strength.
- Built strong and trusting rapport with clients and loved ones.
- Helped clients communicate with loved ones by typing written messages and relaying verbal messages.
- Instructed family members on how to provide bedside care.
Bank Customer Service Representative
Wells Fargo & Company
10.1990 - 06.2021
- Created friendly connections and developed rapport with customers by providing outstanding, personalized service.
- Assisted members in managing online services and achieving daily banking needs.
- Referred unresolved customer grievances to designated departments for further investigation.
- Calculated daily transactions with adding machines and calculators.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Resolved problems or discrepancies concerning customers' accounts.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
Education
High School Diploma -
Terra Linda High School
San Rafael, CA1990
Skills
- Client documentation
- Knowledge of state regulations
- Compassionate client care
- Case management experience
- Client satisfaction
Timeline
Memory Caregiver
Lisa Dunlap
12.2021 - 02.2023
Bank Customer Service Representative
Wells Fargo & Company
10.1990 - 06.2021
High School Diploma -
Terra Linda High School