Machaela Ticheli
Monroe,LA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
Work History
Assistant Branch Manager
Century Next Bank
Monroe, LA
01.2022 - 07.2022
- Provided training to new employees on company policies and procedures.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Developed strategies for increasing customer satisfaction levels and improving service quality.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Analyzed financial data and prepared reports on the branch's performance for senior management.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Provided bank leadership in absence of branch manager.
- Grew business banking relationships through proactive outreach.
Relationship Banker
Century Next Bank
Monroe, LA
08.2020 - 07.2022
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Built long-term relationships with customers by providing personalized service and support.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Receptionist
Century Next Bank
Ruston, LA
07.2019 - 08.2020
- Greeted visitors and provided them with assistance.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Performed data entry tasks into various computer systems accurately and promptly.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Assisted with special projects assigned by management when required.
- Processed payments and updated accounts to reflect balance changes.
- Updated and recorded customer or client information to maintain accounts.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Investigated and analyzed client complaints to identify and resolve issues.
Education
High School Diploma -
Weston High School
Jonesboro05-2012
Some College (No Degree) - Dietetics
Louisiana Tech University
Ruston, LABachelor of Science - Health Studies Marketing & Management
University of Louisiana At Monroe
Monroe, LASkills
- Organizational Leadership
- Teamwork
- Customer Service And Satisfaction
- Account Management
- Problem-solving
- Relationship Building And Management
- Schedule Coordination
- Time Management
- Goals And Performance
- Communication
- Adaptability
Timeline
Assistant Branch Manager
Century Next Bank
01.2022 - 07.2022
Relationship Banker
Century Next Bank
08.2020 - 07.2022
Receptionist
Century Next Bank
07.2019 - 08.2020
High School Diploma -
Weston High School
Some College (No Degree) - Dietetics
Louisiana Tech University
Bachelor of Science - Health Studies Marketing & Management
University of Louisiana At Monroe
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