Octavia Willingham
Grayson,Georgia
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
12
12
years of professional experience
Work History
Patient Services Representative
Piedmont Urgent Care
08.2022 - Current
- Provides exceptional customer service by assisting patients with check-ins, registration forms, and payments
- Addresses patient complaints through timely, corrective actions and appropriate referrals
- Offers simple, clear explanations to help patients and their families understand clinic policies and procedures
- Promotes and sells discounted in-clinic medications to patients
- Uses Epic to schedule appointments, review patient demographics, follow up with patients, and transfer patients
- Processes cash/credit payments, deposits cash payments in safe, and compiles daily financial records via Patientco
Receptionist Accounts Receivable
Class A Key Logistics LLC
05.2017 - 08.2022
- Greeted clients professionally and provided friendly, knowledgeable assistance
- Answered phone promptly and directed incoming calls to correct offices
- Corresponded with clients through email, telephone, and postal mail
- Provided clerical support to company employees by copying, faxing, and filing documents
- Confirmed appointments, communicated with clients, and updated client records
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities
Personal Banker
Guaranty Bank And Trust
09.2014 - 05.2017
- Worked closely with management to strategize sales techniques to increase branch production
- Informed customers of procedures for applying for services such as ATM cards, direct deposits, and certificates of deposit
- Presented new and additional products and services to existing customers
- Backed up teller team by handling needs of new and existing customers at main counter
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options
Lead Teller
Wells Fargo
03.2011 - 09.2014
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Processed wide variety of retail banking transactions for personal and commercial customers
- Cross-sold credit cards, loans and other bank products
- Executed wire transfers, stop payments and account transfers
- Established rapport with new customers to increase satisfaction and loyalty
Education
Business Management
Lanier Technical College
Georgia05.2026
Skills
- Financial Strategy Management
- Cash Vault Auditing
- Teller Transactions
- Account Verification and Reconciliation
- Client Relationship Management
- Verbal and Written Communication
- Banking Operations Knowledge
- Loss Mitigation
Languages
Spanish
Professional Working
Timeline
Patient Services Representative
Piedmont Urgent Care
08.2022 - Current
Receptionist Accounts Receivable
Class A Key Logistics LLC
05.2017 - 08.2022
Personal Banker
Guaranty Bank And Trust
09.2014 - 05.2017
Lead Teller
Wells Fargo
03.2011 - 09.2014
Business Management
Lanier Technical College
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