Payton Wendt
Forney
Summary
Detail-oriented banking professional with experience in customer account management and data entry. Proven ability to support marketing initiatives and efficiently resolve customer complaints, contributing to an enhanced client experience.
Overview
6
6
years of professional experience
Work History
Universal Banker
First State Bank of Athens
Forney
08.2025 - Current
- Assisted customers with account openings and inquiries at First State Bank of Athens.
- Processed transactions accurately using bank software and cash handling procedures.
- Supported marketing initiatives by promoting financial literacy workshops to clients.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Retail Banker
Woodforest National Bank
Gun Barrel City
06.2024 - 08.2025
- Educated clients on banking products and services available.
- Managed cash transactions accurately and efficiently each day.
- Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Handled complex transactions, including wire transfers and loan payments, with precision.
Office Cashier
Brookshire's Grocery
Mabank
08.2020 - 06.2024
- Trained new cashiers on register procedures and customer service, enhancing team readiness to serve customers effectively.
- Organized paperwork for cashiering duties, ensuring efficient access to sales receipts, invoices, and change orders.
- Entered data into system, classified information, and logged changes to maintain accurate records.
- Supported team with accurate work for wide range of clerical tasks.
Education
Bachelor of Science - Finance
The University of Texas At Permian Basin
Odessa, TXSkills
- Cash handling
- Customer service
- Data entry
- Problem resolution
- Risk management
- Marketing initiatives
Projects
Marketing/Operations
First State Bank of Athens
- Worked with Marketing Team on Digital Signage/Billboard Mockups
- Created Event Ideas to maximize Community Outreach
- Created Internal Documents
- Creating Instructional Guide for Day-to-Day Tasks
Timeline
Universal Banker
First State Bank of Athens
08.2025 - Current
Retail Banker
Woodforest National Bank
06.2024 - 08.2025
Office Cashier
Brookshire's Grocery
08.2020 - 06.2024
Bachelor of Science - Finance
The University of Texas At Permian Basin