Misty Courtney
Zephyrhills,FL
Summary
Senior relationship banker with extensive expertise in client service management and conflict resolution. Achieved significant improvements in customer satisfaction and retention through personalized interactions and tailored service. Proficient in record management and compliance, ensuring transaction accuracy while building strong client relationships. Demonstrated strengths in strategic planning, financial advisory, and risk management, resulting in enhanced profitability.
Overview
21
21
years of professional experience
Work History
Senior Relationship Banker
DFCU Financial
Tampa, FL
01.2009 - Current
- Cultivated client relationships through personalized interactions to enhance customer satisfaction.
- Delivered exemplary service to facilitate account growth and retention.
- Researched customer inquiries and addressed calls promptly.
- Managed deposits, issues receipts, and compiled new account data.
- Ensured accuracy and completeness of existing accounts.
- Assisted in accurate completion of new account paperwork.
- Maintained precise transaction records and identified errors to ensure accuracy and compliance.
- Verified document legality and customer identification.
- Monitored accounts for suspicious activity.
Head Teller
M & I Bank
Tampa, FL
01.2005 - 01.2009
- Oversaw teller line operations and staff scheduling.
- Ensured accuracy of cash deposits and vault inventory through daily maintenance.
- Managed cash supply orders to meet daily demands.
- Issued official checks for customer transactions and internal bank processes.
- Ensured compliance with strict financial and customer data guidelines.
- Reconciled transactions with specialized software, ensuring accuracy.
- Conducted daily cash, draft, and check inventories, resolving discrepancies.
- Addressed and resolved discrepancies in customer accounts to enhance service quality.
Education
Associates - Medical Billing And Coding
Ultimate Medical Academy
Clearwater, FL01-2015
Skills
- Client service management
- Customer support
- Client retention strategies
- Conflict resolution
- Data analysis
- Technical troubleshooting
- Record management
- Telephone reception
- Communication skills
References
- Kristin Avis, Adv. Nurse Practitioner, 813-803-3510, kristingraff@yahoo.com
- Megan Michaud, Marketing Manager, 217-649-6382, megskb100@gmail.com
Timeline
Senior Relationship Banker
DFCU Financial
01.2009 - Current
Head Teller
M & I Bank
01.2005 - 01.2009
Associates - Medical Billing And Coding
Ultimate Medical Academy