Lori Stevenson
Boise,ID
Summary
I have been a team player while multi-tasking in many areas. I can work in a fast paced environment with confidence. I am detail-oriented with expertise in problem solving and enjoy meeting new people. I have worked in many types of environments, like office, retail and bank. That is over 25 years of experience with customers. Efficient in collating, analyzing and summarizing various types of data. Computer-literate professional adapts quickly to new software and programs. Bringing strong written and verbal communication skills and proficiency in recordkeeping.
Overview
9
9
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
Boise, ID
03.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Office Manager
AM Chiropractic
59457
07.2021 - 10.2023
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Aggregated and analyzed data related to administrative costs to prepare budgets for corporate-level management.
Teller/CSR
Bank Of The Rockies
03.2021 - 07.2021
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered constant flow of customer calls with minimal wait times.
- Handled various accounting transactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Maintained computer and physical filing systems.
Customer Service Representative
Stockman Bank
05.2015 - 03.2021
- Entered Accounting data using Multiple Programs, following procedures to keep information private.
- Drafted professional memos, letters for business growth.
- Informed and supported business leaders through consistent communication and administrative support duties.
- Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
- Managed multiple projects simultaneously using organizational and analytical skills.
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
Education
High School Diploma -
Clayton Valley High School
Concord, CA1990
Skills
- Goal-oriented
- Self-sufficient
- People-oriented
- Excellent time management skills
- Recordkeeping skills
- Professional telephone etiquette
- Office equipment operations
- Administrative abilities
- Bookkeeping
- Multitasking abilities
Timeline
Associate Personal Banker
Wells Fargo
03.2024 - Current
Office Manager
AM Chiropractic
07.2021 - 10.2023
Teller/CSR
Bank Of The Rockies
03.2021 - 07.2021
Customer Service Representative
Stockman Bank
05.2015 - 03.2021
High School Diploma -
Clayton Valley High School