Leanna Waldner
Watertown,SD
Summary
Self-directed and ambitious banking professional seeking a new role in the same industry. Extensive knowledge of banking practices and procedures, with 10 years of experience. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Retail Banker II
Plains Commerce Bank
04.2023 - Current
- Identified customers’ financial needs, goals and objectives and offered appropriate financial products to suit their needs
- Helping customers open new accounts and services
- Assisting customers with account inquiries and transactions
- Cross-selling bank products and services
- Resolving customer complaints and disputes
- Educating customers on how to use banking services
- Maintaining customer records and updating account information
- Staying current on banking regulations and policies
- Processing loan applications and other banking requests
- Developed and maintained positive customer relationships.
Training Specialist
Plains Commerce Bank
06.2017 - 04.2023
- Provide training to new employees on the systems, and policies and procedures of the organization
- Review new procedures or revised procedures with existing employees
- Created or revised policies and procedures
- Maintain and record material in the training/education library
- Manage Learning Management System, including the maintenance of employee training records, assign required training assignments.
Banking Assistant
Plains Commerce Bank
06.2016 - 06.2017
- Assisted Loan Officers with new, existing loans
- Pulled credit, and flood determinations, order appraisals, and titles work
- Prepared and delivered loan documents to loan officers
- Review loan packages and execute the booking, funding and recording process for those loans
- Assist customers and tellers with loan payment and payoffs
- Filed and tracked Mortgages and UCC filings
- Organized, filed and maintained customer, department and regulatory loan records.
Retail Banker I
Plains Commerce Bank
07.2014 - 06.2017
- Greet customers as they enter the bank
- Process customer transactions, including deposits, withdrawals, transfers, loan payments
- Performed daily opening and closing procedures, including counting and balancing of cash
- Assisted customers with account inquiries, account maintenance and other banking needs
- Maintained and balanced a cash drawer and conducted daily reconciliation
- Ensured compliance with bank policies and procedures, including Bank Secrecy Act (BSA) regulations
- Cross-sold bank products and services, such as credit cards, savings and checking accounts.
Education
GED -
Watertown High School
Watertown, SDFinancial Services - Accounting -
Lake Area Technical College
Watertown, SD05.2015
Skills
- Banking
- Financial Services
- Microsoft Office
- Attention to detail
- Problem Solving
- Pleasant and Personable
- Organizational Skills
- Compliance, banking laws, and regulations
Timeline
Retail Banker II
Plains Commerce Bank
04.2023 - Current
Training Specialist
Plains Commerce Bank
06.2017 - 04.2023
Banking Assistant
Plains Commerce Bank
06.2016 - 06.2017
Retail Banker I
Plains Commerce Bank
07.2014 - 06.2017
GED -
Watertown High School
Financial Services - Accounting -
Lake Area Technical College
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