Overview
Work History
Education
Skills
Timeline
Generic

Veronika Johnson

Ames,IA

Overview

6
6
years of professional experience

Work History

Administrative Assistant

First National Bank
08.2023 - Current
  • Provides telephone support, including answering phones, taking detailed messages, transferring calls to appropriate staff, handling and/or researching routine requests
  • Greets visitors, assists visitors when appropriate or escorts to appropriate person. Meets with
    clients at the direction of the wealth advisor to assist with a variety of matters
  • Provides trust administrative support including scheduling meetings and/or appointments,
    processing and assembling informational materials for meetings and/or seminars/lunches
  • Performs a variety of clerical and administrative duties, often of a confidential nature, including filing, copying/scanning, file and database maintenance, ordering supplies, report preparation, monitoring and approving reoccurring bills
  • Provides assistance to wealth advisors in account opening function including organization of
    financial materials, address changes and preparation of information spreadsheets
  • Assists wealth advisors with year-end tax organization
  • Maintains spreadsheets for customer medical payments, donations and other tax deductible expenses
  • Prepares Trust Investment Committee minutes, Monthly Agenda and Board Report
  • Participates in First Point appreciation events and client receptions
  • Assists other employees/departments/branches to promote teamwork and good communication
  • Promotes a positive image in the community

Senior Relationship Banker

First National Bank
10.2020 - 08.2023
  • Analyze customers' financial information to deliver personalized account guidance
  • Efficiently handle daily paperwork to ensure accuracy and effectiveness
  • Maintain a record of cashier checks using Excel to facilitate team coordination and organization
  • Handle email requests and phone calls promptly and professionally
  • Ensure the security of sensitive customer information
  • Ensure a balanced cash drawer with minimal or no discrepancies to maintain financial accuracy
  • Create positive customer experience by establishing rapport, comprehending customer needs, offering personalized recommendations, and delivering top-notch products and services
  • Create professional relationships with new clients to increase satisfaction and loyalty
  • Proficient in opening personal and business accounts
  • Open to learning about new procedures and products to effectively communicate with customers
  • Collaborate with fellow employees to create a culture of teamwork and effective communication, contributing towards a productive work environment
  • Offer colleagues guidance with a positive and reassuring tone, ensuring professionalism and maintaining the original intent
  • Be willing and able to provide coverage for colleagues in the branch and/or other branches as needed
  • Perform additional administrative responsibilities as required

Cash Management Officer

Theisens
01.2019 - 09.2020
  • Count cash, checks, change and transactions
  • File paperwork and fill out accounting forms
  • Collect monies from register drawers and count
  • Monitor cash drawers in multiple checkout stations to ensure adequate cash supply
  • Deposit money in the bank
  • Reconcile cash drawer at start and end of each shift, accounting for errors and resolving discrepancies
  • Process POS transactions, including checks, cash and credit purchases or refunds
  • Answer questions about store policies and concerns to support positive customer experiences
  • Help customers by approaching conversations with positive attitude

Education

Esthetician

PCI Academy
Ames, IA
11.2018

High School Diploma -

Roland-Story High School
Story City, IA
2017

Skills

  • Excellent Customer Service
  • Effective Customer Communication
  • Able to Receive and Implement instructions
  • Reliable and Accountable
  • Positive Attitude
  • Employee Motivation
  • Customer Accounts Management

Timeline

Administrative Assistant

First National Bank
08.2023 - Current

Senior Relationship Banker

First National Bank
10.2020 - 08.2023

Cash Management Officer

Theisens
01.2019 - 09.2020

Esthetician

PCI Academy

High School Diploma -

Roland-Story High School

Similar Profiles

CREATE PROFILE
Veronika Johnson