Regan Heaton
Bismarck,USA
Summary
I currently work at Cornerstone Bank as a personal banker assistant /customer Service Representative. I am dedicated to providing quality care for ultimate customer satisfaction. I understand the importance of delivering the mission of a brand with each and every action and interaction that takes place involving customers. My daily roles include, assisting our personal banker with paid loans, making files for loans, satisfying mortgages and other small tasks that need to be done, along with helping out on the teller line whether it is training other customer services reps or running transactions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker Assistant/CSR
Cornerstone Bank
Bismarck
09.2023 - Current
- Processed loan applications and other paperwork in accordance with regulations
- Communicated loan status updates to borrowers and third parties to ensure timely completion of loan applications
- Assisted with the reconciliation of bank accounts
- Opened accounts for customers walking into the bank as well as accounts that needed to be opened per banker request.
CSR
Cornerstone Bank
Bismarck
05.2022 - 09.2023
- Greeted customers in a friendly and professional manner
- Operated cash register, credit card machine, and other electronic equipment accurately and efficiently
- Processed transactions accurately and efficiently, ensuring that all transactions were completed within the established time frame
- Learned and followed all store policies and procedures, resulting in fewer mistakes and improved customer service.
Lifeguard and Receptionist
Mandan Parks and Recreation
Mandan, USA
11.2020 - 05.2022
- Provided private lessons
- Maintained a safe environment for all patrons
- Brought forth excellent customer service skills and a commitment to customer satisfaction
- Worked to ensure a positive and hassle-free customer experience.
Education
High School Diploma -
Bismarck High School
03.2023
Skills
- Decision Making
- Ability to Work in a Team
- Leadership Skills
- Fast Learner
- Effective Time Management
- Customer Service
- Excellent Communication Skills
References
References available upon request
Certification
- Notary Public
References
References available upon request.
Timeline
Personal Banker Assistant/CSR
Cornerstone Bank
09.2023 - Current
CSR
Cornerstone Bank
05.2022 - 09.2023
Lifeguard and Receptionist
Mandan Parks and Recreation
11.2020 - 05.2022
High School Diploma -
Bismarck High School
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