Summary
Overview
Work History
Education
Skills
Timeline
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Mackenzie O’Connell

Mankato,MN

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and communication skills. Astute banker with positive relationship building, sales and money handling abilities. Multitasks to handle customer and bank staff needs. Highly efficient in preparing, compiling and processing paperwork.

Overview

5
5
years of professional experience

Work History

Banker

Community Bank Of Mankato
05.2023 - Current
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Streamlined operations, implementing efficient processes to improve overall productivity and performance.

Client Manager

Wellcome Manor Family Services
10.2022 - 05.2023
  • Built client relationships by understanding clients history and past addiction. Identifying and assessing clients' needs, resolving problems, and following up with solutions that can help them live a sober life.
  • Kept accurate and detailed records to track and document client progress.
  • Displayed sensitivity to cultural and linguistic needs of clients and families served.

Retail Banker

Falcon National Bank
09.2021 - 08.2022
  • Assisted business and retail customers with setting up and closing accounts, completing loan applications and signing up for new services.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Represented the bank at community events to. establish strong ties and promote business.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Accounting Assistant & Collections

North Central International
08.2019 - 09.2021
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Worked with customer to create debt repayment plan based on current financial condition.

Education

High School Diploma -

Tri-City United High School
Montgomery, MN

Business Finance

St Cloud Technical & Community College
St Cloud, MN
05.2024

Skills

  • Data entry and management
  • Account opening
  • Processing checks and invoices
  • Accounting software and systems
  • Balance verification and reconciliation
  • Account Monitoring
  • Debt Repayment Negotiation
  • Consumer Banking

Timeline

Banker

Community Bank Of Mankato
05.2023 - Current

Client Manager

Wellcome Manor Family Services
10.2022 - 05.2023

Retail Banker

Falcon National Bank
09.2021 - 08.2022

Accounting Assistant & Collections

North Central International
08.2019 - 09.2021

High School Diploma -

Tri-City United High School

Business Finance

St Cloud Technical & Community College

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Mackenzie O’Connell