Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monika McMorris

Everett,WA

Summary

Dedicated customer service representative who provides exceptional customer service through active listening and problem solving.

Knowledgeable Associate Banker/Teller with solid foundation in banking operations and customer service. Proven track record in facilitating seamless financial transactions and maintaining client relationships. Demonstrated ability in problem-solving and handling confidential information with utmost integrity.

Overview

15
15
years of professional experience

Work History

Associate Banker-ME

Chase Bank
06.2023 - 06.2025
  • Greet customers as they enter, if lobby adopting, take care of any request upon entry. At the Teller line, take care of any transactions a client may have, address and educate on digital ways to bank, order new debit cards, checks, update address and phone numbers, answer phone when needed. Stay up to date on any assigned training. I can open checking accounts as well as open CD's or perform any maintenance on the CDs.

Member Advocate Specialist

Qualstar Credit Union
02.2022 - 02.2023
  • Answer telephone calls from Members to help them with their account. I assist them with making transfers between their accounts, Pay on their credit items, like mortgages, credit cards, car loans, personal loans. I also educate members on how to use the online services. Including how to enroll and navigate the app or website. I call members back after trouble shooting any issues they may be experiencing. I call different branches within the network to ensure a check being funded to a members account or to set up any appointments in another branch as well as transfer call to that particular branch. I also open checking and savings account. I order checks, debit cards and credit cards for members. I attend weekly meetings as well as attend any training classes needed to keep me up to date on processes. I also educate members on how to enroll for digital services as well as help them navigate and trouble shoot as they need help with digital services.

Lead Teller

Wells Fargo Bank
01.2019 - 07.2021
  • Greet consumers as they enter. Assist consumers with various transactions like, deposits, withdrawals, payments to mortgage or credit cards, also car loans. Talk to the consumers about different options they have by using our digital services and online services as well. As a teller I am to keep a balanced cash drawer, as well as other duties assigned to myself. As a lead teller, I assist my coworkers by coaching in the moment as well as assist with any overrides over their limits. Another duty is to make sure and take my assigned training classes to keep me up to date on policies and procedures.

CSS-Customer service supervisor

Burlington stores
10.2017 - 06.2019
  • Greet customers as they enter & as they shop. Train cashiers on the cash machine, how to process returns, cleanliness & break schedule. Make sure that customer service is top priority. Build relationships w/ customers and cashiers. Print reports on a daily basis, lay a ways, telephone capture, etc. Open the 12 cash registers in the morning when I opened as well as closed and reconciled cash registers in the evening after close.

Sales Associate/Beauty Advisor

Sally Beauty
04.2016 - 11.2017
  • Greet customers as they enter the store. Assist customers find any products they need. Assist customer at the cash register and ensure that all sales are attached to the transaction. Assist with monthly resets of plan
  • Guides, stock inventory, count inventory. Open the cash register in the morning or count & close the cash register at night after closing.

Home Care Provider

Self employed/Washington Registry
09.2014 - 03.2016
  • Assisted patients with personal requirements for housekeeping and grooming assistance.
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
  • Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces, and purchasing supplies.
  • Provided patients with assistance in completing daily tasks, reducing daily burden on family members.

Home Care Provider

Visiting Angels
09.2010 - 01.2013
  • Assisted clients with living independently through skill-building and mentoring in areas such as housekeeping adaptations and preparation of healthy meals.
  • Provided mobility assistance such as walking and regular exercising.
  • Collaborated with interdisciplinary healthcare teams to develop comprehensive care plans tailored to individual patient needs.
  • Increased patient satisfaction through effective communication and active listening skills to understand their concerns and preferences.
  • Scheduled and coordinated medical appointments.

Education

High School Diploma - General Academics

South San West Campus
San Antonio, TX
05-1995

Skills

  • Customer service
  • Active listening
  • Critical thinking
  • Data entry
  • Problem resolution
  • Relationship building
  • Call center experience
  • Computer proficiency
  • Conflict resolution

Timeline

Associate Banker-ME

Chase Bank
06.2023 - 06.2025

Member Advocate Specialist

Qualstar Credit Union
02.2022 - 02.2023

Lead Teller

Wells Fargo Bank
01.2019 - 07.2021

CSS-Customer service supervisor

Burlington stores
10.2017 - 06.2019

Sales Associate/Beauty Advisor

Sally Beauty
04.2016 - 11.2017

Home Care Provider

Self employed/Washington Registry
09.2014 - 03.2016

Home Care Provider

Visiting Angels
09.2010 - 01.2013

High School Diploma - General Academics

South San West Campus

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Monika McMorris