Shani Case
Beaverton,OR
Summary
Motivated and reliable professional with background in financial transactions, known for high productivity and efficient task completion. Possess key specialized skills in cash handling, customer service, and fraud detection which contribute to maintaining accuracy and promoting client trust. Excel in communication, problem-solving, and time management, ensuring seamless operations and positive customer experiences.
Overview
2026
2026
years of professional experience
Work History
Teller
Wells Fargo
Portland, Oregon
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and service requests.
- Maintained cash drawer integrity through regular balancing.
Financial Services Representative
First Interstate Bank
Lake Oswego, Oregon
09.2017 - 08.2025
- Assisted clients with financial product inquiries and service requests.
- Processed account transactions and maintained accurate client records.
- Educated customers on investment options and financial planning services.
- Collaborated with team members to resolve customer concerns efficiently.
- Conducted market research to stay updated on financial trends and products.
- Developed strong relationships with clients through effective communication skills.
- Participated in training sessions to enhance knowledge of financial regulations.
- Managed daily administrative tasks to support operational efficiency and client service.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Established strong and positive working relationships within organization to contribute to team success.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Created customized plans tailored to each individual client's needs.
Assistant Manager
Starbucks
Beaverton, OR
09.2013 - 08.2017
- Assisted team in implementing efficient operational processes and best practices.
- Coordinated staff schedules to optimize coverage and meet business needs.
- Led training sessions for new employees to ensure compliance and performance standards.
- Managed inventory systems to track stock levels and replenish supplies as needed.
- Facilitated communication between departments to improve collaboration and workflow.
- Supported the development of marketing strategies to enhance customer engagement.
- Managed customer service inquiries and complaints in a timely manner.
Skills
- Cash handling
- Customer account management
- Customer relationship management
- Financial product knowledge
- Regulatory compliance
- Team collaboration
- Conflict resolution
- Effective communication
- Attention to detail
- Time management
- Oral and written communications
- Customer service
Timeline
Financial Services Representative
First Interstate Bank
09.2017 - 08.2025
Assistant Manager
Starbucks
09.2013 - 08.2017
Teller
Wells Fargo