McKenzie Kula
Syracuse,NY
Summary
Highly skilled Universal Banker with background in retail banking and customer service. Established track record of maintaining strong relationships with clients, providing effective financial solutions, and staff development. Known for exceptional interpersonal skills, ability to handle high-volume transactions accurately and efficiently, and balance cash drawers at end of day. Previous work has shown significant impact in improving client satisfaction rates and streamlining banking operations.
Overview
5
5
years of professional experience
Work History
Universal Banker/Teller
Seneca Savings
North Syracuse, NY
02.2023 - Current
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Processed deposits, withdrawals and loan payments while adhering to bank policies and procedures.
- Balanced currency, coin and checks in cash drawer at the end of each shift.
- Supported branch operations by performing various administrative tasks as required.
- Offered every customer exceptional service by remaining friendly and professional during every transaction.
- Trained employees on cash drawer operation.
- Maintained confidentiality of bank records and client information.
- Balanced daily cash deposits and vault levels.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Verified customers' identification documents in accordance with Bank Secrecy Act regulations.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Adhered to financial services security and audit procedures.
- Performed basic teller functions including cashing checks, accepting deposits and processing account transfers.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Promotion to Universal Banker within first year of service.
Customer Service Associate Team Leader
Bed, Bath & Beyond
New Hartford, NY
10.2019 - 12.2022
- Resolved customer complaints or answered customers' questions.
- Delegated work to staff, setting priorities and goals.
- Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Resolved escalated customer issues in a professional manner while maintaining positive relationships with customers.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Completed day-to-day duties accurately and efficiently.
- Performed daily closing procedures, such as counting and balancing money in cash drawers at closing.
- Followed established loss prevention procedures.
Education
High School Diploma -
Thomas J Proctor High School
Utica06-2021
Skills
- Transaction processing
- Branch operations, as set forth by supervisors
- Customer education in financial product sales and cross-selling services
- Document verification
- Cash drawer balancing and handling proficiency
- Client confidentiality and regulatory compliance
- Coaching and development
- Self-motivated
- Multitasking and problem-solving capacity
- Efficient task delegation with follow through
- Banking software such as Microsoft Word, Excel, Google Docs, FISERV, and Cleartouch proficiency
Affiliations
- Active volunteer with The Kailey J. Morrell Memorial Foundation, a local non-profit specializing in the care and comfort of grieving children in our community
- Avid hockey fan
- Enjoy traveling and entertaining with family and friends
References
References available upon request.
Timeline
Universal Banker/Teller
Seneca Savings
02.2023 - Current
Customer Service Associate Team Leader
Bed, Bath & Beyond
10.2019 - 12.2022
High School Diploma -
Thomas J Proctor High School