McKenzie Holme
Great Falls,MT
Summary
Professional, client-focused Customer Service Teller with background in banking and finance. Skill set includes conflict resolution, cash handling accuracy and strong communication skills to promote positive customer interactions. Previous roles demonstrated ability to contribute to team success through hard work, attention to detail and excellent organizational capabilities. Proven record in handling all customer transactions smoothly and efficiently.
Overview
6
6
years of professional experience
Work History
Customer Service Teller
Opportunity Bank of Montana
Great Falls, MT
07.2024 - Current
- Processed deposits, withdrawals, loan payments, and other transactions accurately and efficiently. Verified amounts and integrity of every check or funds transfer.
- Provided excellent customer service by responding to inquiries and resolving complaints in a timely manner.
- Attended regular training sessions to stay updated on new products and services offered by the bank.
- Provided support for marketing initiatives that increased brand awareness among potential customers.
- Assisted customers in resolving account issues or discrepancies.
- Conducted courtesy calls to customers to follow up on any outstanding issues or problems they may have experienced with their accounts.
- Maintained confidentiality of customer information according to bank regulations.
- Researched customer disputes and provided resolution recommendations to management when necessary.
- Assisted colleagues when needed during peak times or special projects.
- Performed daily maintenance tasks such as filing documents, shredding papers, restocking supplies.
- Actively participated in team meetings to discuss best practices for achieving excellent customer service results.
- Answered customer inquiries regarding products, services, fees. in a professional manner.
- Developed relationships with customers through friendly conversations during transactions.
- Utilized problem solving skills to resolve difficult customer situations while maintaining a positive attitude.
- Ensured compliance with all applicable federal and state laws and regulations related to the banking industry.
- Recognized suspicious activity on customer accounts and reported it accordingly.
- Offered every customer an exceptional level of service by remaining friendly and professional during every transaction.
- Identified transaction errors when debits and credits did not balance.
- Prepared official checks for customer and internal bank needs.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Performed special services for customers, such as making bank cards.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Balanced daily cash deposits and vault inventory, with a low error rate. Balanced cash drawer at the end of each shift.
- Composed and typed correspondence related to discrepancies regarding account documents.
- Work account deficit reports, new account closed account log, and run morning reports.
Barista
True Brew Espresso
Great Falls, MT
01.2024 - Current
- Operated cash registers to process customer payments.
- Trained new baristas on company policies and procedures regarding food handling safety standards.
- Followed safety procedures while operating machinery such as grinders and espresso machines.
- Kept up-to-date records of sales transactions using point-of-sale systems.
- Monitored inventory levels of supplies and restocked when necessary.
- Greeted customers and took orders for coffee drinks, food items, and other beverages.
- Provided excellent customer service by responding to inquiries quickly and professionally.
- Maintained a clean work environment by wiping down counters, washing dishes, and cleaning floors.
- Stocked shelves with ingredients needed to make coffee drinks.
- Ground beans for espresso shots according to individual customer specifications.
- Prepared specialty coffee drinks such as lattes, cappuccinos, macchiatos, mochas, and Americanos.
- Adhered to health department regulations concerning sanitation standards.
- Organized workstations efficiently so that tasks could be completed quickly during peak hours.
- Memorized recipes for specialty coffee beverages and seasonal offerings.
- Greeted and communicated with customers to take beverage orders and offer recommendations based on taste preferences.
- Stocked customer service stations with paper products or beverage preparation items.
- Collected payments and provided accurate change.
- Managed coffee grinding and brewing equipment, performing regular maintenance and troubleshooting as needed.
- Collaborated with team members to ensure efficient workflow and high-quality service during peak hours.
- Maintained high levels of customer satisfaction by efficiently handling drink orders and inquiries.
- Maintained a clean and organized work environment, including cleaning coffee machines, countertops, and seating areas.
Office Assistant
Maintenance By The Yard, LLC
Great Falls, MT
02.2019 - Current
- Answered incoming calls in a professional manner and directed callers to the appropriate personnel, and too messages when needed.
- Greeted visitors in a professional manner and provided assistance when necessary.
- Maintained an organized filing system of paper documents and electronic files.
- Managed office supply inventory by tracking orders and ensuring adequate stock levels are maintained at all times.
- Assisted with special projects as needed by researching information on the internet or through other sources.
- Utilized office equipment such as printers and copiers efficiently.
- Handled incoming and outgoing mail and packages, including preparation for shipping.
- Supported bookkeeping tasks such as invoicing and expense tracking.
- Managed daily office operations and maintained a clean and efficient workspace.
- Copied, sorted and filed records of office activities and business transactions.
Education
High School Diploma -
Great Falls High School
Great Falls, MT05-2023
Skills
- Cash handling expertise
- Transaction processing
- Customer service
- Regulatory compliance
- Problem resolution
- Data entry
- Team collaboration
- Attention to detail
- Conflict resolution
- Effective communication
- Relationship building
- Positive attitude
- Time management abilities
- Goal setting
- Verbal and written communication
- Ethical conduct
- Teamwork and collaboration
References
References available upon request.
Timeline
Customer Service Teller
Opportunity Bank of Montana
07.2024 - Current
Barista
True Brew Espresso
01.2024 - Current
Office Assistant
Maintenance By The Yard, LLC
02.2019 - Current
High School Diploma -
Great Falls High School
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