Rachel Petrie
Traverse City
Summary
Detail-oriented professional with a robust background in banking operations. Skilled in workflow management, customer service, and team collaboration, contributing to seamless service delivery and positive client experiences.
Overview
11
11
years of professional experience
Work History
Deposit Operations Specialist
Independent Bank
Traverse City, MI
02.2026 - Current
- Document and report discrepancies for timely resolution.
- Process and monitor signer changes and new account documents.
- Ensure smooth coordination between branch offices and centralized deposit operations team for seamless service delivery.
Assistant Bank Manager
Independent Bank
Suttons Bay, MI
03.2025 - 02.2026
- Assisted in daily branch operations, ensuring compliance with banking regulations and policies.
- Supported customer service initiatives, resolving client inquiries and enhancing satisfaction.
- Processed loan applications, verifying documentation and facilitating approvals efficiently.
- Conducted financial transactions accurately, maintaining a balanced cash drawer and transaction records.
Client Service Expert
Independent Bank
Suttons Bay, MI
11.2020 - 03.2025
- Processed customer transactions accurately and efficiently, enhancing overall service experience.
- Managed cash drawer, ensuring accurate balance and minimizing discrepancies.
- Assisted customers with account inquiries, resolving issues promptly to maintain satisfaction.
Merchandise Assistant
JCPenney
Traverse City, MI
01.2018 - 03.2020
- Assisted in visual merchandising strategies to enhance product presentation and customer engagement.
- Managed product replenishment schedules to ensure timely availability of merchandise on sales floor.
- Collaborated with cross-functional teams to execute promotional events and seasonal displays effectively.
Sales Associate
JCPenney
Traverse City, MI
11.2014 - 01.2018
- Engaged customers through effective communication and product knowledge.
- Processed transactions accurately, maintaining cash register and financial accountability.
- Assisted in training new team members on sales techniques and customer service practices.
Education
High School Diploma -
Suttons Bay Public High School
Suttons Bay, MISkills
- Strong organizational skills
- Effective communication
- Efficient workflow management
- Strong analytical skills
Timeline
Deposit Operations Specialist
Independent Bank
02.2026 - Current
Assistant Bank Manager
Independent Bank
03.2025 - 02.2026
Client Service Expert
Independent Bank
11.2020 - 03.2025
Merchandise Assistant
JCPenney
01.2018 - 03.2020
Sales Associate
JCPenney
11.2014 - 01.2018
High School Diploma -
Suttons Bay Public High School