Melissa Poulsen
Hatch
Summary
Experienced Customer service professional with a passion for building client relationships and exceeding the needs and expectations of all customers. Proficient in handling complex customer issues, client escalations and restoring trust and confidence in customers. Devoted team player that finds fulfillment in individual and team accomplishments.
Overview
22
22
years of professional experience
Work History
Teller/Loan Processor
Zions Bank
08.2021 - 10.2024
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Processed Small Business loans
- Ran appropriate Reports for each Business loan.
- Worked from home and learned time Management.
Company Owner
Lp Audio Video Solutions
06.2017 - 02.2024
- Improved office operations by automating client correspondence, record tracking and data communications.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Handled all incoming business and client requests for information.
- Provided complete meeting support, including materials preparation and notes or minute taking.
- Completed bi-weekly payroll for 2 employees.
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- Prepared vendor invoices and processed incoming payments.
- Solved problems timely and effectively, ensuring customer satisfaction.
Treasurer
Town Of Hatch
11.2020 - 10.2023
- Manage Financial assets and liabilities.
- Upheld strict financial state reports
- Proactively communicate with auditors, and other state officials.
Customer Service Representative
Zions Bank
06.2019 - 03.2021
- Responded to customer requests for products, services and company information.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Educated customers on there online and mobile banking.
- Provided primary customer support to internal and external customers in fast-paced environment.
Teller
Zions Bank
07.2018 - 12.2019
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Promoted products or services to each customer to consistently achieve sales targets.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Organized, stocked and maintained teller window area.
Teller
Cyprus Credit Union
02.2015 - 02.2016
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Handled various accounting transactions.
- Started and reviewed loans for loan officer
Teller
Jordan Credit Union
04.2003 - 09.2006
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- processed car loans and personal loans
Education
High School Diploma -
Riverton High School
Riverton, Utah06.2002
Skills
- Verbal and Written Communication
- Problem Solving
- Secretarial Duties
- Business Ownership
- Technology Proficient
- Report Analysis
- Time Management
- Account Reconciliation
- Empathy
- Adaptable
- Detail Oriented
- Multi tasker
Volunteer
Town Council Member (Hatch, Utah)
- Manage parks and Recreation
- Collaborate with Fellow Council members
for the greater good of the community.
Timeline
Teller/Loan Processor
Zions Bank
08.2021 - 10.2024
Treasurer
Town Of Hatch
11.2020 - 10.2023
Customer Service Representative
Zions Bank
06.2019 - 03.2021
Teller
Zions Bank
07.2018 - 12.2019
Company Owner
Lp Audio Video Solutions
06.2017 - 02.2024
Teller
Cyprus Credit Union
02.2015 - 02.2016
Teller
Jordan Credit Union
04.2003 - 09.2006
High School Diploma -
Riverton High School
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