Sallie Poteat
Cornersville
Summary
Skilled team player with strong background in business environments. Works well independently to handle assignments and always ready to go beyond basics assignments. Quick learner with good computer abilities.
Overview
6
6
years of professional experience
Work History
Financial Services Officer
Ascend Federal Credit Union
10.2022 - Current
- Built trusted relationships with clients to foster loyalty and promote referrals within the community.
- Improved customer satisfaction with timely resolution of account inquiries and issues.
- Ensured smooth transactions by accurately processing loan applications, account openings, and various banking services requests.
- Developed customized financial plans for clients, ensuring long-term wealth growth and stability.
- Offered competitive commercial banking solutions and retail financing options.
Teller
Ascend Federal Credit Union
08.2021 - 10.2022
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Processed customer transactions promptly, minimizing wait times.
Receptionist Clerk
Infiniti of Cool Springs
05.2019 - 07.2021
- Answered incoming office calls over multi-line system and answered questions, took messages, or transferred to desired extensions
- Greeted guests promptly and consistently set professional tone with friendly assistance
- Picked up, organized, and wiped down reception regularly to keep area professional and clean
- Stocked coffee, water, and snacks for customers periodically throughout the day
- Filed service receipts for new and existing customers daily
- Filed accounting and parts receipts for new and existing customers daily
- Filed loaner car waivers for new and existing customers monthly
- Mailed out company letters to existing customers about deals and promotions to bring in more business.
Cash Wrap Lead
Bath and Body Works
08.2018 - 05.2019
- Maintained revenue by attracting customers with attractive sales displays
- Encouraged customers to sign up for emails, consistently exceeding quotas for add-on sales
- Calculated sales prices and total purchases, and processed cash or credit transactions
- Completed opening and closing duties, including counting money, balancing cash drawers, and making deposits
- Maintained knowledge of current sales and promotions, return and exchange policies, and security practices
- Completed multiple resets per day to keep merchandise well-organized and presentable.
Education
High School Diploma -
Cornersville High School
Cornersville, Tennessee01.2018
Skills
- Budget Planning
- Loan Processing
- Financial Services
- Organized
- Problem solver
- Customer service
- Dependable
Timeline
Financial Services Officer
Ascend Federal Credit Union
10.2022 - Current
Teller
Ascend Federal Credit Union
08.2021 - 10.2022
Receptionist Clerk
Infiniti of Cool Springs
05.2019 - 07.2021
Cash Wrap Lead
Bath and Body Works
08.2018 - 05.2019
High School Diploma -
Cornersville High School
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