Logan Knight
Charleston
Summary
Results-driven financial services professional with a strong focus on customer satisfaction and efficient operations. Skilled in account documentation and loan processing, consistently contributing to team success and improving client relationships.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Financial Services Representative II
City National Bank
Charleston, WV
2024 - Current
- Assisted clients with account inquiries and transactions, ensuring accurate processing and timely resolutions.
- Educated customers on banking products and services, enhancing their financial literacy and engagement.
- Collaborated with team members to streamline daily operations, resulting in improved workflow efficiency.
- Conducted regular audits of client accounts to ensure compliance with banking regulations and internal policies.
- Provided support in loan processing, verifying documentation and facilitating approvals for applicants.
- Developed training materials for new hires, fostering a comprehensive understanding of financial services protocols.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Senior Customer Service Representative
City National Bank
Charleston, WV
2022 - 2024
- Resolved customer inquiries efficiently, enhancing overall satisfaction and loyalty.
- Mentored junior representatives, fostering skill development and team cohesion.
- Processed daily banking transactions for customers efficiently and in a timely manor.
Lottery Attendant
Mimi's Cafe
Charleston, WV
2019 - 2022
- Managed daily lottery ticket sales and transactions with accuracy.
- Provided excellent customer service, assisting patrons with inquiries and game options.
- Ensured compliance with all state regulations and company policies during operations.
- Trained new staff on lottery procedures, enhancing team performance and service quality.
- Maintained a clean and organized work area, contributing to a comfortable environment for customers.
- Promoted responsible gaming practices by monitoring customer behavior and intervening when necessary.
- Completed daily sales reports accurately, ensuring proper documentation of transactions and revenue generation.
Bar Manager
Billy's Bar & Grill
Charleston, WV
2016 - 2019
- Oversaw daily bar operations to ensure efficient service and customer satisfaction.
- Trained and mentored staff on beverage preparation and customer engagement techniques.
- Developed innovative cocktail menus to enhance drink offerings and attract clientele.
- Managed inventory control, reducing waste through effective stock rotation practices.
- Created a welcoming atmosphere, fostering a loyal customer base and repeat business.
- Oversaw maintenance tasks for the bar area, ensuring a clean and safe environment for patrons at all times.
- Mentored and trained staff members to ensure exceptional customer service standards.
Education
High School Diploma -
Penn Foster
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Financial product sales
- Customer relationship building
- Sales goals
- Loan applications
- Certificates of deposit
- Teller transactions
- Sales quota achievement
Certification
- ABA Certification
Timeline
Financial Services Representative II
City National Bank
2024 - Current
Senior Customer Service Representative
City National Bank
2022 - 2024
Lottery Attendant
Mimi's Cafe
2019 - 2022
Bar Manager
Billy's Bar & Grill
2016 - 2019
High School Diploma -
Penn Foster
Awards
- 2023 Charleston Region Customer Service Representative of the Year
- 2023 Charleston Region Top Credit Card Performer of the Year
- 2024 Charleston Region Financial Services Representative of the Year
- 2025 Charleston Region Financial Services Representative of the Year
- 2025 Charleston Region Top Credit Card Performer
- 2025 2nd Place in the Company for Credit Cards
- 2025 Million Dollar Club