Milahn Atchison
Oklahoma City,OK
Summary
As a dedicated associate and teammate I have had to privilege of working with both internal and external clients while maintaining a professional attitude and excellent verbal and written communication skills. I take pride in accurately executing decisions under pressure while mitigating risk and exposure to the bank. Professionally, I am looking to expand my knowledge in an area that has always been fascinating to me.
Overview
9
9
years of professional experience
Work History
Consumer Support Desk Advisor
Arvest Bank Operations
10.2023 - Current
- Respond promptly to inquiries from current and potential customers,
- Identify areas for improvement in clients' financial plans, proposing new strategies and investments to maximize returns.
- Provided comprehensive financial advice to clients, demonstrating strong knowledge of products and services.
- Assisted with progression of existing loan applications to ensure timely completion within established deadlines.
- Utilized strong customer service skills to build rapport with internal associates, answer questions, and resolve issues with loans.
- Maintained accurate records of all transactions including deposits, withdrawals, and transfers.
- Review complex documentation regarding business structure, trust formation and power of attorney and escalate requests to the appropriate supervisor for additional review when necessary.
Integrated Account Specialist 1
Arvest Bank
08.2022 - 10.2023
- Reviewed customer accounts and identified discrepancies for further investigation.
- Respond to requests from front line associates regarding questions with day to day technical issues, the maintenance of accounts, policy procedures and legal documentation.
- Provide immediate guidance to Frontline associates regarding systems, deposit policy questions and direct them to the correct resource.
- Analyze issues, develop necessary actions and ensure optimal levels of internal customer satisfaction to provide appropriate support.
- Maintain up to date knowledge in the areas of regulation/compliance, products/services, systems and technologies bank structure/ organization and account documentation through education training for both internal and external.
Bank Teller | Senior Bank Teller | Relationship Banker
Arvest Bank
05.2018 - 07.2022
- Accurately execute client requests including transactions, consumer and commercial account openings, and consumer loans
- Comply with bank operations and security procedures by participating in all dual-control functions
- Carefully review complex transaction requests and recognize patterns of activity that could result in losses to the bank while remaining professional and escalating to the appropriate team member,
- Handling multiple requests at once for large client relationships in a fast-paced location
- Cross-selling bank products by informing customers of new services and product promotions
- Oversee teller operations on a daily basis, lead by example and assist with training new associates.
Team Member/Shift Lead
Jamba Juice
09.2015 - 08.2017
- Conducted frequent equipment inspections and basic repair actions to keep machinery operating at peaklevels
- Mentored junior team members on protocols and procedures of each station to maximize contributions
- Maximized team knowledge and productivity by effectively training, monitoring and directing employees inapplication of best practices and regulatory protocols
- Broke down boxes and cartons, disposing of refuse in proper cardboard receptacles
- Learned all required tasks quickly to maximize performance.
Education
High School Diploma -
Edmond Santa Fe High School
Edmond, OKAssociate of Science -
Oklahoma State University
Oklahoma City, City, OK, OklahomaSkills
- Strong work ethic
- Attention to detail
- Ability to accurately handle situations under pressure
- Team oriented
- Very organized
- Proficient in Word, Outlook
- And Excel
- Learns quickly
- Self-starter and self-motivated
- Internal and external customer service skills
Timeline
Consumer Support Desk Advisor
Arvest Bank Operations
10.2023 - Current
Integrated Account Specialist 1
Arvest Bank
08.2022 - 10.2023
Bank Teller | Senior Bank Teller | Relationship Banker
Arvest Bank
05.2018 - 07.2022
Team Member/Shift Lead
Jamba Juice
09.2015 - 08.2017
High School Diploma -
Edmond Santa Fe High School
Associate of Science -
Oklahoma State University
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