Loree' Krier

Prepared and recorded meeting minutes and documented actions taken at committee meetings and special sessions.

• Hired and managed team members to drive business growth.
• Interacted well with customers to build connections and nurture relationships.
• Assisted in recruiting, hiring and training of team members.
• Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
• Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
• Scheduled employees for shifts, taking into account customer traffic and employee strengths.
• Reported issues to higher management with great detail.
• Developed strong relationships with key customers to better understand their requirements and tailor services accordingly.
• Evaluated team member performance and productivity, provided feedback and implemented corrective actions.
• Encouraged and promoted ideas aligned to business needs and benefits.
• Assisted customers with questions and problems to build brand loyalty and cultivate lasting business relationships.
• Completed monthly payroll.
• Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
• Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
• Delegated tasks to staff to organize and improve office efficiency.
• Fostered strong relationships with key clients, leading to repeat business and significant customer satisfaction ratings.

• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Responded to inquiries from callers seeking information.
• Resolved customer problems and complaints.
• Kept reception area clean and neat to give visitors positive first impression.
• Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
• Managed multiple tasks and met time-sensitive deadlines.
• Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
• Handled sensitive information with discretion while maintaining strict confidentiality standards.
• Maintained confidentiality of information regarding clients and company.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
• Facilitated clear communication between staff members by distributing memos and announcements in a timely manner.
• Assisted in the planning of office events and meetings, ensuring smooth execution and positive outcomes.

• Enhanced customer satisfaction by implementing efficient card services strategies and streamlining processes.
• Ensured timely resolution of escalated customer issues, fostering trust between clients and the organization''s brand reputation in the marketplace.
• Achieved regulatory compliance by diligently following relevant guidelines and keeping up-to-date on industry legislation changes.
• Built strong relationships with customers to increase retention and loyalty.
• Implemented debit card account maintenance procedures to determine accuracy of customer information and compliance with federal regulations.
• Fielded incoming customer calls to deliver high-quality solutions.
• Accepted and submitted fraud disputes withing compliance guidelines.

• Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
• Assessed data and information to verify entry, calculation, and billing code accuracy.
• Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
• Kept vendor files accurate and up-to-date to expedite payment processing.
• Trained new team members on accounts payable processes, promoting consistency across the department.
• Reduced payment errors by maintaining accurate vendor records and reconciling accounts regularly.

• Educated clients on Individual Retirement Accounts empowering them to make informed decisions regarding their retirement savings.
• Facilitated smooth transitions for new clients, when transferring funds into their established retirement plan accounts.
• Developed strong relationships with clients, fostering trust through consistent communication and expert advice.
• Maintained strict adherence to ethical guidelines and legal standards, upholding the integrity of the retirement planning profession at all times.
• Maintained up-to-date knowledge of industry trends and legislative changes, ensuring accurate information was provided to clients and their participants.

• Coordinated successful events, generating positive publicity.
• Produced and distributed brochures, and assisted with website developement.

• Established strong relationships with clients, addressing their financial needs and providing exceptional service.
• Provided prompt resolution of customer issues, demonstrating commitment to exceptional service standards.
• Developed comprehensive knowledge of all bank products, enabling tailored recommendations based on individual customer needs.
• Responded to customer inquiries regarding new accounts and account services.
• Presented new and additional products and services to existing customers.
• Activated new accounts and issued customer identification numbers.
• Verified customer identity and reviewed documentation for accuracy.
• Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
• Answered customer questions and explained available services such as deposit accounts, and investments.
• Backed up teller team by handling needs of new and existing customers at main counter.
• Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
• Greeted customers and delivered information about new account processes.

• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Processed customer transactions promptly, minimizing wait times.
• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Provided exceptional customer service, resulting in increased client retention and loyalty.

• Streamlined cash handling processes for increased efficiency in daily operations.
• Mitigated risk by vigilantly identifying potential fraud cases through diligent transaction monitoring activities.
• Enhanced customer satisfaction by effectively managing and resolving complex transactions and inquiries.
• Collaborated with management to devise strategies for improving overall branch performance and customer experience.
• Coached junior tellers on proper procedures, ensuring compliance with bank policies and regulations.