Morgan Phillips
Cadence Bank
30124 Metts Rd. Nettleton,,MS
9
years of professional experience
Results-oriented professional with a diverse background in enforcement and customer service. Proven to conceptualize, plan and manage successful business operations. Additional experience in customer service in retail banking, parcel incoming and outgoing delivery service operations and filed document management. Dedicated, well organized, highly communicative and detail-oriented.
Work History
Customer Experienced Retail Banker
5 Months- Supported customers with deposit accounts, loan questions, and digital banking enrollment.
- Helped identify customer needs to recommend suitable banking products and services.
- Processed transactions accurately while following branch procedures and compliance standards.
- Resolved account issues and referred complex concerns to appropriate partners.
- Supported branch sales goals through relationship-building and product referrals.
- Checked account documentation and kept accurate records for new and existing clients.
- Contributed to positive team culture by participating in meetings and sharing constructive feedback when appropriate.
- Improved customer satisfaction through personalized banking solutions and strong service.
- Greeted customers warmly and handled banking service and transaction needs efficiently.
- Reached out to generate appointments and build new relationships to grow business.
- Assisted customers with banking needs and general inquiries.
Personal Banker II
2 Years 9 Months- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, and signing up for new services.
- Provided customers with additional information regarding account services.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Greeted customers and delivered information about new account processes.
- Presented new and additional products and services to existing customers.
- Maintained high accuracy in transaction processing, ensuring client trust and financial security.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Followed up with customers to gather feedback and provide additional assistance.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
Bank Teller
4 Years 2 Months- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided customer records, account statements and copies of checks.
- Placed orders for customer checks and verified starting numbers.
- Audited fellow teller currency to contribute to dual-control procedures.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Fulfillment Specialist
1 Year- Providing customers with personal loan payoff quotes.
- Providing customers with up to date policies and procedures.
- Assisting team mates with questions and concerns of a customer and requested task.
- Listening, acknowledging and responding to customer's by email and mailed responses.
- Transporting incoming requests to assigned departments.
- Cutting official checks for daily Cash Balancing.
- Assisting customers with incoming ACH requests for returns.
- Updating customer's address to assure that information from us will go directly to them.
- Assisting branches and large accounts with stop payments and charge off accounts.
- Submitting Debit Card disputes for review to the specialist.
Call Center Specialist
1 Year- Responded to customer requests for products, services and company information.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Received multiple positive reviews acknowledging dedication to excellent customer service.
- Recommended products to customers, thoroughly explaining details.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Assisted hundreds of customers daily in an average of three minutes by answering questions, responding to inquiries and handling telephone requests.
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Resolved concerns with products or services to help with retention and drive sales.
- Educated customers on company systems, form completion and access to services.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Engaged in learning and development opportunities to promote continued performance improvement.
- Answered average of one-hundred calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
Correctional Officer
1 Year 8 Months- Escorted inmates/juveniles to and from cells, court, hospitals and medical appointments.
- Conducted routine and emergency head counts.
- Prepared, processed and maintained forms, reports, logs, records and activity journals.
- Observed and supervised inmates/juveniles throughout visits, meal time, recreation, phone calls and showers.
- Led intake and processing of inmates/juveniles by handling paperwork, searches, interviews and fingerprinting.
- Addressed inquiries from general public, other staff, inmates/juveniles and visitors to resolve concerns.
- Received and accounted for personal possessions and determined inmate work assignments.
- Booked new inmates into facility and processed inmates for release.
Bakery Assistant
1 Year 3 Months- Maintained clean, organized kitchen to maximize efficiency and food safety.
- Stored, labeled and replenished supplies in compliance with food safety regulations.
- Arranged bakery displays to showcase baked goods, cakes and pies to drive product sales.
- Assisted up to hundreds of customers per day with helpful attitude and positive approach.
- Provided superior customer service to promote guest satisfaction, brand loyalty and consistent revenue.
- Packaged customer purchases with care and strong organizational skills to facilitate easy carrying and prevent product shifting.
- Monitored counter and display inventory by replacing stock and requesting new products from kitchen to keep areas well-stocked for maximum sales.
- Operated commercial kitchen equipment and tools.
- Helped customers locate ideal menu items by listening to needs and recommending specific products or services.
- Kept cash drawer accurate with appropriate change and small bills to meet customer needs.
- Decorated and merchandised quality bakery goods to build business reputation and revenue base.
- Offered immediate assistance and menu advice to guests, documented orders and conveyed special requests to baker and assistants.
Sales Associate
3 Months- Organized shoes and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other locations within company.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
- Increased sales by offering advice on purchases and promoting additional products.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Prepared merchandise for sales floor by pricing or tagging.
Education
High School Diploma
Skills
Verbal and Written Communication
Strong Attention to Detail
Microsoft Office
Data Entry
Customer and Call Response
Motivated Team Player
Customer Service
Reliable and Responsible
Productivity and Time Management
Data Entry and Database Skills
Friendly and Enthusiastic
Recordkeeping and Documentation
Timeline
Customer Experienced Retail Banker
Huntington Bank
06.2026 - CurrentRead More
Personal Banker II
Cadence Bank
02.2024 - CurrentRead More
Bank Teller
Cadence Bank
09.2022 - CurrentRead More
Fulfillment Specialist
BancorpSouth
08.2021 - 08.2022Read More
Call Center Specialist
BancorpSouth
08.2020 - 08.2021Read More
Correctional Officer
Lee County Sheriff's Department
12.2018 - 08.2020Read More
Bakery Assistant
Rosie's Bakery (now HollyPops)
09.2017 - 12.2018Read More
Sales Associate
Shoe Department
06.2017 - 09.2017Read More
Nettleton High School
High School Diploma
Read More