NATALIE LOHSE
Madison
Summary
Banking professional with a strong record of delivering personalized financial guidance, building lasting client relationships, and supporting customer retention. Business-minded and skilled in financial analysis, needs assessment, and recommending appropriate solutions. Known for clear, customer-focused communication, dependable collaboration, and adaptability in fast-paced, client-driven environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
UNIVERSAL BANKER
One Community Bank
12.2024 - 11.2025
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Educated clients on banking products and services to enhance financial literacy.
- Collaborated with team members to streamline operations and improve workflow efficiency.
- Mentored new staff in operational procedures and customer interaction best practices.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
PAYROLL AND BOOKKEEPING INTERN
Pearce’s Farm Stand
06.2025 - 10.2025
- Assist in maintaining financial books, tracking expenses, and preparing invoices.
- Accurately perform month-end functions such as reconciling accounts and submitting tax payments.
- Sorted and organized files, spreadsheets, and reports.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
SOFTLINES ASSOCIATE
The University Bookstore
09.2024 - 01.2025
- Processed transactions accurately using point-of-sale systems, maintaining financial integrity.
- Assisted customers with product selection and inquiries, ensuring a positive shopping experience.
- Managed inventory levels and organized merchandise displays to enhance product visibility.
STAFF ACCOUNTANT
Rock Accounting E.A
03.2024 - 04.2024
- Prepared business and personal tax returns.
- Performed accurate data entry.
- Ensured complete confidentiality of all client information and records.
CHILDCARE ASSISTANT
Fontana Grade School
12.2022 - 01.2024
- Assisted in implementing daily lesson plans and activities tailored to children's developmental needs.
- Supported classroom management by maintaining a safe and engaging learning environment for students.
- Implemented safety protocols ensuring compliance with school policies and regulations during all activities.
BAKERY/KITCHEN ASSOCIATE
Pearce’s Farm Stand
07.2018 - 11.2023
- Assisted in food preparation, following recipes and portion guidelines for consistency.
- Maintained cleanliness and organization of kitchen areas to ensure compliance with health standards.
- Collaborated with team members to streamline workflow and improve kitchen operations.
Education
Master of Science - Accounting
Concordia University Wisconsin
Mequon, WI08-2026
Bachelor of Science - Personal Finance – Financial Planning
University of Wisconsin - Madison
Madison, WI05.2025
Skills
- Financial product knowledge
- Customer relationship management
- Account reconciliation
- Problem resolution
- Data entry accuracy
- Operational efficiency
- Transaction processing
- Cash handling procedures
- Customer service excellence
- Workflow optimization
Certification
- Financial Statement Analysis Intuit Academy through Coursera – Nov. 2025
- Liabilities and Equity in Accounting Intuit Academy through Coursera – Sept. 2025
- Assets in Accounting Intuit through Coursera – June 2025
- Bookkeeping Basics Intuit Academy through Coursera – April 2025
- Microsoft Office Specialist (MOS) Excel Expert Big Foot High School 2019
- Microsoft Office Specialist (MOS) Word Expert Big Foot High School – 2019
- Microsoft Office Specialist (MOS) PowerPoint Expert Big Foot High School - 2019
Timeline
PAYROLL AND BOOKKEEPING INTERN
Pearce’s Farm Stand
06.2025 - 10.2025
UNIVERSAL BANKER
One Community Bank
12.2024 - 11.2025
SOFTLINES ASSOCIATE
The University Bookstore
09.2024 - 01.2025
STAFF ACCOUNTANT
Rock Accounting E.A
03.2024 - 04.2024
CHILDCARE ASSISTANT
Fontana Grade School
12.2022 - 01.2024
BAKERY/KITCHEN ASSOCIATE
Pearce’s Farm Stand
07.2018 - 11.2023
Master of Science - Accounting
Concordia University Wisconsin
Bachelor of Science - Personal Finance – Financial Planning
University of Wisconsin - Madison