Summary
Overview
Work History
Education
Skills
Timeline
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Patricia Schlitt

Mukwonago,WI

Summary

Dynamic banking professional with extensive experience at Citizens Bank, excelling in cash drawer reconciliation and customer account support. Proven track record in enhancing client satisfaction and loyalty through exceptional service. Detail-oriented and reliable,

Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.


Overview

35
35
years of professional experience

Work History

Personal Banker

Citizens Bank
07.2005 - Current


  • Managed a portfolio of clients, ensuring their financial needs were met and exceeded.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Analyzed customer financial situations to recommend

appropriate banking services.

  • Ordered supplies for branch.
  • Delivered exceptional customer service, enhancing client satisfaction and loyalty.

Accounting Associate

Walmart
01.2005 - 12.2005
  • Responsible for loans, deposits,change orders, room audits and other assorted cash office duties.

Retail Department Manager

Walmart
05.1996 - 12.2004





  • Implemented visual merchandising strategies that increased product visibility and customer engagement.
  • Responsible for ordering, scheduling, training, budgeting and .customer service
  • Number one in sales increases for 1997 and 1999 thru 2001.
  • Departments 2,4,13,&39

Attendant/Manager

Genesee Market
06.1990 - 01.2000
  • Oversaw daily operations to ensure optimal service quality and guest satisfaction.
  • Trained and mentored new attendants on best practices and operational standards..
  • Developed training materials for staff to enhance knowledge of operational procedures.
  • Kept facilities clean, neat, and organized to give areas professional and fresh appeal.
  • Executed daily tasks such as restocking supplies, processing payments, and assisting customers with questions or concerns.
  • Handled cash transactions accurately, ensuring proper documentation for financial records.
  • Performed routine maintenance tasks on equipment, identifying potential issues before they escalated into larger problems.
  • Assisted in training new attendants, sharing best practices and tips for efficient service.
  • Coordinated inventory management to maintain adequate stock levels and minimize waste.

Contractor Cashier

Home Depot
01.1999 - 12.1999
  • Provided cashier and customer services at the contactor desk.

Bookkeeping Assistant

Stemper Drywall
12.1996 - 06.1997
  • Processed invoices and expense reports for accurate financial record-keeping.
  • Supported payroll processing by verifying employee hours and deductions.
  • Assisted with paperwork and data entry during tax time and seasonal rush.

Education

Waukesha County Technical College
Pewaukee, WI

UNIVERSITY OF WI
WAUKESHA

Banking And Finance

THE CENTER FOR FINANCIAL TRAINING
NORTH CENTRAL STATES

Skills

  • Cash drawer and vault reconciliation
  • Customer account support
  • Wisconsin notary public
  • Proficient in banking software including Xpirence, Argo, and Quicken
  • Detail-oriented and personable
  • W-2 processing proficiency
  • Payroll calculation expertise
  • Experienced in retail store budget management
  • Highly reliable

Timeline

Personal Banker

Citizens Bank
07.2005 - Current

Accounting Associate

Walmart
01.2005 - 12.2005

Contractor Cashier

Home Depot
01.1999 - 12.1999

Bookkeeping Assistant

Stemper Drywall
12.1996 - 06.1997

Retail Department Manager

Walmart
05.1996 - 12.2004

Attendant/Manager

Genesee Market
06.1990 - 01.2000

Waukesha County Technical College

UNIVERSITY OF WI

Banking And Finance

THE CENTER FOR FINANCIAL TRAINING
Patricia Schlitt