RHAEANNE LEE
Milwaukee,WI
Summary
Personable and dedicated Customer Service Representative with extensive experience in the Banking industry. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Bank Manager
Tri City National Bank
11.2020 - Current
- Assessed employee performance and developed improvement plans.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified and capitalized on community business opportunities with effective networking.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Recruited, interviewed, hired and trained numerous employees and implemented mentoring program to promote positive feedback and engagement.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Oversaw and prepared buy/sells of high-volume in accordance with locational and seasonal needs.
- Developed strategic plans for day to day management and staffing with multiple understaffed locations.
- Conducted cash and key audits for controls and compliance.
Universal Banker
Blackhawk Bank
01.2019 - 11.2020
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Server
Pier 290
10.2018 - 03.2019
- Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
- Satisfied customers by keeping drinks topped off and anticipating needs such as condiments and extra napkins.
- Operated POS terminals to input orders, split bills and calculate totals.
- Cleaned dining area between guests with efficient sweeping, glass washing and spill removal.
- Restocked nonperishables and other items, including condiments and napkins from inventory to keep pantry well-supplied.
- Checked patrons' identification to monitor minimum age requirements for consumption of alcoholic beverages.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
- Communicated effectively with patrons to establish preferences and dietary restrictions and make food and beverage recommendations.
- Carefully transferred orders from kitchen and bar areas to tables and cleared plates as patrons finished food and beverage items.
Teller
Chase
01.2018 - 10.2018
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Processed cash withdrawals.
- Balanced daily cash deposits and bank vault inventory with zero error rate.
- Adhered to regulatory and company security and audit procedures.
- Examined checks for identification and endorsement.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Processed all sales transactions accurately and promptly to prevent long customer wait times.
- Entered member transaction data into online banking software.
Senior Universal Teller
Tri City National Bank
01.2016 - 01.2018
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Completed routine teller tasks with high accuracy, including transfers, deposits and bill payments.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Verified amounts and integrity of every check or funds transfer.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
Education
High School Diploma -
West Allis Central
West Allis, WISome College (No Degree) -
Milwaukee Area Technical College
Milwaukee, WISome College (No Degree) -
Blackhawk Technical College
Janesville, WISkills
- Excellent communication skills
- Exceptional customer service
- Team building
- Relationship development
- Supervision
- Business Activity Tracking
- Analytical
- Point of Sale (POS) system operations
- Continuous Development
- Manage Cash Flow
Certification
- ServSafe (Seller Server WI)
- NMLS
Timeline
Bank Manager
Tri City National Bank
11.2020 - Current
Universal Banker
Blackhawk Bank
01.2019 - 11.2020
Server
Pier 290
10.2018 - 03.2019
Teller
Chase
01.2018 - 10.2018
Senior Universal Teller
Tri City National Bank
01.2016 - 01.2018
High School Diploma -
West Allis Central
Some College (No Degree) -
Milwaukee Area Technical College
Some College (No Degree) -
Blackhawk Technical College
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