Summary
Overview
Work History
Education
Skills
Timeline
Generic

Makenzie Thompson

Summary

Organized and detail-oriented professional with a strong background in financial services and customer relationship management. Excelled in enhancing client relations and compliance, achieving notable advancements from Teller to Financial Services Representative II. Demonstrates exceptional communication skills and a commitment to excellence.

Overview

10
10
years of professional experience

Work History

Financial Services Representative

First Interstate Bank
02.2020 - Current

Since I have been with First Interstate Bank, I have experienced a lot of change and growth. When I was hired in February of 2020, I started as a Teller I for Great Western Bank. After about a year and a half I was promoted to a Teller II. In May of 2022, Great Western Bank was acquired by First Interstate Bank and I worked through the merger to learn all new systems as well as First Interstate's processes and procedures. I was promoted to a Financial Services Representative I in August of 2022. In this new role I was able to open accounts and build further relationships with customers. In March of 2024 I was promoted to a Financial Services Representative II and began inputting loans. At this time I also became a notary public and took on offering notarial services. Throughout all of these positions and my time at First Interstate I have accomplished the following:


  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained compliance with bank regulations.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Organized and completed daily tasks in a timely manner.
  • Conducted business transactions accurately and efficiently.
  • Maintained updated records and retention of all financial transactions to support traceability.

Stylist

Mainstream Boutique
08.2019 - 01.2020
  • Developed strong relationships with clients, leading to increased repeat business.
  • Contributed to a positive work environment by supporting team members and assisting with tasks as necessary.
  • Handled cash and point-of-sale transactions.

Teacher

Little Endeavors Daycare
05.2019 - 08.2019
  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
  • Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
  • Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.


Certified Nursing Assistant

Care Initiatives
05.2017 - 05.2019
  • Provided high-quality personal care services such as bathing, grooming, dressing, and feeding to ensure patient dignity.
  • Assisted patients with daily living activities for enhanced comfort and wellbeing.
  • Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
  • Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.

Clerk

HyVee Foods
11.2014 - 05.2017
  • Welcomed customers and helped determine their needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Helped customers complete purchases, locate items, and join reward programs.

Education

Associate of Arts -

Des Moines Area Community College
Ankeny, IA
12-2019

High School Diploma -

Central Decatur Community Schools
Leon, IA
05-2017

Skills

  • Financial services
  • Customer relationship management
  • Cash management
  • Cash handling
  • Financial product sales
  • Regulatory compliance
  • Payments processing
  • Punctual and dependable
  • Communication
  • Computer skills

Timeline

Financial Services Representative

First Interstate Bank
02.2020 - Current

Stylist

Mainstream Boutique
08.2019 - 01.2020

Teacher

Little Endeavors Daycare
05.2019 - 08.2019

Certified Nursing Assistant

Care Initiatives
05.2017 - 05.2019

Clerk

HyVee Foods
11.2014 - 05.2017

Associate of Arts -

Des Moines Area Community College

High School Diploma -

Central Decatur Community Schools
Makenzie Thompson