Rachael Burgess
Canton,NC
Summary
Trained in cash handling, transaction processing and building customer relationships. Takes extra measures to keep cash drawer and teller area clean, secure and organized.
Overview
1
1
year of professional experience
Work History
Sales and Service Representative
First Citizens Bank
Waynesville, North Carolina
01.2025 - Current
- Assisted customers with account inquiries and product information.
- Processed transactions accurately and efficiently at the service desk.
- Educated clients on banking services and digital tools available.
- Resolved customer issues through effective communication and problem-solving skills.
- Identified potential sales opportunities by cross-selling and upselling additional products or services.
- Developed strong relationships with customers through regular follow-up contact.
- Participated in training sessions to stay current with new products, services, technology.
- Analyzed customer feedback to improve service quality standards.
- Attended team meetings to discuss strategies for meeting sales goals and objectives.
Receptionist
Elevate Eyecare
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Answered central telephone system and directed calls accordingly.
Bank Teller
Trupoint Bank
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Educated customers on use of banking website and mobile apps.
Education
Diploma -
Pisgah Highschool
Canton, NCSkills
- Organization skills
- Time management
- Telephone skills
- Data entry
- Customer/Client relations
- Attention to detail
- Professionalism and courtesy
- Money handling
- Deposit and withdrawal management
- Cash counting
Skills
- Customer relationship development
- Transaction processing
- Listening and comprehension
- Financial transactions
- Transaction processing accuracy
- Customer relationship development
- Transaction processing
- Listening and comprehension
- Financial transactions
- Transaction processing accuracy
Timeline
Sales and Service Representative
First Citizens Bank
01.2025 - Current
Receptionist
Elevate Eyecare
Bank Teller
Trupoint Bank
Diploma -
Pisgah Highschool