Lyndee Robertson
Cedar City,Utah
Summary
I'm a current Finance and Accounting student at Weber State and an experienced banker. I love learning all the ins and outs of banking and money movement. I am a strong believer that there is always something new to learn from everyone and every situation.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Teller
Mountain America Credit Union
05.2022 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Cross-sold credit cards, loans and other bank products.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Assisted with training of new tellers on policies and procedures.
Managing Internship
Eagle Point Ski Resort
10.2021 - Current
- Analyzed problems and worked with teams to develop solutions.
- Collaborated with senior management on new initiatives to build confidence.
- Supported with creating project marketing materials to promote services.
- Created and managed project plans, timelines and budgets.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Education
Bachelor of Science - Finance And Accounting
Weber State University
Ogden, UT12.2025
Skills
- Customer Relationship Building
- Fraud Detection
- Financial Advising
- Loans
- Sales Expertise
- Spanish Speaking
Certification
- Certified Utah Notary - Aug. 2023
- Debt Relief Certification- Jan. 2023
Languages
Spanish
Full Professional
Timeline
Teller
Mountain America Credit Union
05.2022 - Current
Managing Internship
Eagle Point Ski Resort
10.2021 - Current
Bachelor of Science - Finance And Accounting
Weber State University
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