Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Dunn

Great Falls,MT

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Hardworking and reliable, with strong ability to adapt in new environments and learn quickly.

Overview

11
11
years of professional experience

Work History

Client Access Service Lead

D.A. Davidson Companies
11.2022 - Current
  • Responded to client and branch requests, offering support, and tailored recommendations to address needs.
  • Resetting passwords, unlocking users, enrolling clients for online access, deactivating users, and login assistance.
  • Responded proactively and positively to enhancements.
  • Responded to multiple tasks on-hand and projects such as Transitions and eSign Disclosures.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Demonstrated strong organizational and time management skills.

Personal Banker

Wells Fargo & Company
03.2020 - 11.2022
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Created strategic financial solutions to suit individualized client needs.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Leveraged phone and e-mail to perform regular customer outreach.
  • Grew business by leveraging inbound and outbound interactions with new and existing clients.
  • Followed operational standards, promoting security, risk management and compliance.

Service Manager

Wells Fargo & Company
01.2020 - 03.2020
  • Improved customer satisfaction ratings by listening to complaints and finding appropriate solutions to problems.
  • Prioritized and delegated daily work tasks to meet anticipated project goals.
  • Motivated and supported employees to maintain low turnover.
  • Created employee work schedules to keep shifts properly staffed.
  • Pitched in to complete various duties during peak periods or employee absences.
  • Reviewed inventory levels and ordered supplies to keep products in stock.
  • Collaborated with customers to offer solutions to service needs.
  • Delegated work to staff, setting priorities and goals.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

Personal Banker

Wells Fargo & Company
01.2018 - 01.2020
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Created strategic financial solutions to suit individualized client needs.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Followed operational standards, promoting security, risk management and compliance.
  • Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
  • Maintained position of trust and responsibility by keeping customer business confidential.

Lead Teller

Wells Fargo & Company
01.2015 - 01.2017
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Kept teller window areas clean, organized and fully stocked.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Performed currency transaction reports for foreign currency.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Performed regular audits of teller activities maintaining signed records.
  • Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions.
  • Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
  • Researched and resolved open items and deposit issues.
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
  • Prepared and submitted documentation for bank records and compliance purposes.
  • Reduced errors by double checking transactions.
  • Handled daily team scheduling and properly staffed shifts.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.

Teller

Wells Fargo & Company
07.2013 - 01.2015
  • Maintained confidentiality of bank records and client information.
  • Adhered to financial services security and audit procedures.
  • Directed specific questions to appropriate branch personnel.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
  • Delivered exceptional service to customers in person or over telephone.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Kept teller window areas clean, organized and fully stocked.

Education

Some College (No Degree) - Dental Hygiene

Montana State University - Great Falls College of Technology
Great Falls, MT

High School Diploma -

Kelly Walsh High School
Casper, WY
08.2009

Skills

  • Reporting and documentation
  • Systems and automation applications
  • Reliable & trustworthy
  • Planning & organizing
  • Risk management policies
  • Teamwork and collaboration
  • Loss prevention
  • Operations understanding
  • Follow-up skills
  • Customer service-oriented
  • Federal lending guidelines
  • Recordkeeping requirements
  • Money handling
  • Financial processes understanding

Timeline

Client Access Service Lead

D.A. Davidson Companies
11.2022 - Current

Personal Banker

Wells Fargo & Company
03.2020 - 11.2022

Service Manager

Wells Fargo & Company
01.2020 - 03.2020

Personal Banker

Wells Fargo & Company
01.2018 - 01.2020

Lead Teller

Wells Fargo & Company
01.2015 - 01.2017

Teller

Wells Fargo & Company
07.2013 - 01.2015

Some College (No Degree) - Dental Hygiene

Montana State University - Great Falls College of Technology

High School Diploma -

Kelly Walsh High School

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