MICHELE DAVIS
Bend,OR
Summary
Dedicated Community Banker with a strong focus on customer service, relationship building, and compliance. Proven ability to streamline processes and enhance client satisfaction through effective communication and tailored financial solutions.
Overview
8
8
years of professional experience
Work History
Community & Business Banker
First Interstate Bank
Bend, OR
08.2024 - Current
- Developed and maintained relationships with clients to understand their financial needs.
- Analyzed financial statements to assess creditworthiness and risk levels.
- Recommended appropriate banking products tailored to client requirements.
- Collaborated with internal teams to streamline loan processing procedures.
- Assisted clients in navigating complex loan applications and documentation.
- Monitored client accounts for compliance with banking regulations and policies.
- Coordinated with various departments to ensure seamless delivery of banking services across all channels.
- Fostered a positive work environment by actively participating in team meetings and sharing ideas for process improvements.
- Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Facilitated communication between clients and bank personnel, resolving issues quickly while maintaining client trust.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Maintained up-to-date knowledge of competitors' products.
- Enhanced customer retention through building strong relationships and addressing concerns promptly.
- Delivered exceptional customer service by responding promptly to inquiries and providing accurate information about products and services offered by the bank.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Cultivated relationships with clients to identify banking needs and recommend appropriate solutions.
- Analyzed financial statements to assess creditworthiness and risk factors for loan applications.
- Assisted clients in navigating digital banking tools to enhance user experience and efficiency.
- Collaborated with commercial lenders to streamline loan processing and improve turnaround times.
- Educated clients on various banking products, enhancing understanding and adoption of services offered.
- Resolved client inquiries promptly, ensuring high levels of satisfaction and retention.
Golf Pro Shop Lead
Eagle Crest Resort
Redmond, OR
06.2024 - 08.2024
- Managed inventory levels, optimizing stock to reduce waste and improve efficiency.
- Assisted in maintaining cleanliness and organization of the shop environment.
- Resolved customer inquiries and concerns promptly to enhance guest satisfaction.
- Improved customer satisfaction by providing exceptional service and addressing any concerns promptly.
- Supervised daily cash handling procedures, ensuring accurate accounting records and minimizing discrepancies or loss due to theft or error.
- Collected payment by cash, debit or credit card and used Point of Sale system to process transaction.
- Assisted customers in finding suitable products, offering personalized recommendations based on their needs and preferences.
- Increased sales revenue with proactive upselling techniques and thorough product knowledge.
Handy Person
Myself
Sonora, CA
07.2023 - 06.2024
- Completed various home repairs, including plumbing, electrical, and carpentry tasks.
- Earned repeat business through referrals from satisfied customers who appreciated the professionalism displayed in every interaction.
- Removed outdoor debris and yard clippings into receptacles to properly maintain grounds.
- Executed tasks within time and budget constraints.
Accounts Payable Clerk
Sonora Elementary School District
Sonora, CA
10.2022 - 07.2023
- Processed invoices accurately and efficiently, ensuring timely payments to vendors.
- Reconciled monthly statements, identifying discrepancies and resolving issues promptly.
- Maintained organized records of accounts payable transactions for auditing purposes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Maintained good working relationships with vendors and resolved disputes.
- Demonstrated adaptability during peak workload periods while maintaining high-quality results and meeting tight deadlines.
- Maintained accurate financial records by regularly reconciling accounts payable transactions.
- Aided audit preparation efforts by maintaining organized records and promptly addressing auditor inquiries.
- Entered figures using 10-key calculator to compute data quickly.
Head of Housekeeping Services
Victoria Inn
Murphys, CA
02.2022 - 09.2022
- Led daily operations of housekeeping department ensuring adherence to quality standards.
- Managed inventory systems optimizing supply usage and minimizing waste.
- Coordinated scheduling for housekeeping staff improving workflow and coverage efficiency.
- Conducted regular inspections of guest rooms, common areas, and laundry facilities to ensure compliance with cleanliness and hygiene requirements.
- Coordinated special projects such as deep cleanings or renovations to minimize disruption to guests and maximize available resources.
- Worked with front desk to respond promptly to all guest requests.
- Placed orders for housekeeping supplies and guest toiletries.
- Disposed of trash and recyclables each day to avoid waste buildup.
- Managed laundry sorting, washing, drying, and ironing.
- Trained and mentored new staff on cleaning and safety protocols.
- Collaborated with management to develop strategic initiatives enhancing overall guest satisfaction ratings.
Caregiver, Special Needs
Alex Juniewicz
Sonora, CA
05.2018 - 02.2022
- Provided personalized care for individuals with special needs, ensuring safety and comfort.
- Fostered a supportive environment, encouraging social interaction and emotional well-being among clients.
- Advocated for clients' needs, facilitating communication between families and healthcare providers.
- Prepared meals and snacks and fed clients.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Provided compassionate care for special needs clients, ensuring their comfort and dignity at all times.
- Communicated well both verbally and in writing with clients, guardians, and medical professionals.
- Helped with home management tasks, meal preparation, grocery shopping, and routine cleaning.
- Ensured timely administration of medications and treatments as prescribed by medical professionals.
- Developed strong crisis management skills, working proactively to diffuse challenging situations and maintain a calm, supportive environment for special needs individuals.
- Maintained detailed records of clients'' progress towards personal goals, sharing updates regularly with families and healthcare teams.
- Kept clients engaged in social networks and communities for personal health and growth.
- Ensured safe living environment by meticulously following health and safety guidelines.
- Assisted with daily living activities, running errands, and household chores.
- Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
- Handled incoming mail, bills and invoices and completed appropriate actions.
- Assisted clients with daily living activities, promoting independence and enhancing quality of life.
- Provided transportation to appointments, outings, or activities as needed, ensuring the safety of special needs individuals at all times.
Education
No Degree - Professional Developement
Bend Emerging Talent-Expert Lab Events
Bend, OR05-2026
Skills
- Portfolio management
- Cross-selling products
- Teamwork and collaboration
- Customer service and relationship building
- Attention to detail
- Multitasking Abilities
- Critical and analytical thinking
- Team leadership and team building
- Verbal and written communication
- Decision-making
- Product knowledge
- Coaching and mentoring
- Conflict resolution
- Goal setting
- Professionalism
- Complex Problem-solving
- Loan structuring
- Leads prospecting
- Compliance requirements
- Credit assessment
Timeline
Community & Business Banker
First Interstate Bank
08.2024 - Current
Golf Pro Shop Lead
Eagle Crest Resort
06.2024 - 08.2024
Handy Person
Myself
07.2023 - 06.2024
Accounts Payable Clerk
Sonora Elementary School District
10.2022 - 07.2023
Head of Housekeeping Services
Victoria Inn
02.2022 - 09.2022
Caregiver, Special Needs
Alex Juniewicz
05.2018 - 02.2022
No Degree - Professional Developement
Bend Emerging Talent-Expert Lab Events