Makayla Matthews
Bellevue,NE
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
4
4
years of professional experience
Work History
Universal Banker
Cobalt Credit Union
106 Meyer Ave Bldg. 166, Offutt AFB, NE 68113
01.2022 - Current
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced teller drawers and ATM cash.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Followed established auditing processes to meet internal and regulatory requirements in branch.
Customer Service
Army & Airforce Exchange Services
07.2019 - 04.2023
- Assist customers with returning items, finding products throughout the store, purchasing protection plans, applying for our store credit card, and making sure they’re satisfied with their shopping experience.
- Developed lasting relationships with customers, which helped to bring in additional business opportunities.
- Researched issues with shipments, product damage and incorrect product amounts.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
PCA
Richmont Terrace Assisted Living And Memory Care
03.2021 - 12.2022
- Food reminders, washing laundry, using the toilet, helping with showers
- Using an electronic system to chart about the residents cares throughout the day
- Faxing paperwork.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
Caregiver
Personal Choice Services
10.2019 - 04.2021
- Aiding residents with daily task around their home such as eating, medication reminders, dressing, and social activities
- Provided safe mobility support to help patients move around personal and public spaces.
- Monitored client vital signs, administered medications, and tracked behaviors to keep healthcare supervisor well-informed.
- Assisted with daily living activities, running errands, and household chores.
- Provided compassionate and patient-focused care to cultivate well-being.
Education
No Degree - Accounting
Metropolitan Community College
Omaha, NE12.2026
Bellevue West High School
Bellevue, NE05.2021
Skills
- Active listener
- Fast paced learner
- Consumer Banking
- Products and Services Knowledge
- Communication
- Time management
- Customer Service
- Regulatory Compliance
- Cross-Selling and Partner Referrals
- Cash Handling
- Strategic Planning
- Audit Procedures
Timeline
Universal Banker
Cobalt Credit Union
01.2022 - Current
PCA
Richmont Terrace Assisted Living And Memory Care
03.2021 - 12.2022
Caregiver
Personal Choice Services
10.2019 - 04.2021
Customer Service
Army & Airforce Exchange Services
07.2019 - 04.2023
No Degree - Accounting
Metropolitan Community College
Bellevue West High School