Whitney Stevenson
Wayne,OK
Summary
Dynamic professional with a proven track record at McClain Bank, enhancing customer trust and relationship building through effective communication. Excelled in analytical thinking and database management, contributing to streamlined operations and increased member engagement. Demonstrates exceptional attention to detail and teamwork, driving success in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Admin Tech III
City of Norman
08.2016 - Current
- Researches reports and files for information to prepare reports. Prepares and maintains various routine reports necessary for further processes and services. Prepares and processes personnel and payroll records; coordinates processing of applicants; maintains the confidentiality of the same. Maintains and monitors manual and/or computerized record keeping systems; Prepares statistical and summary reports. Reviews, verifies, enters, and posts data into a computer; maintains statistics and generates various routine and complex reports. Performs routine calculations to include tabulating data and balancing accounts; proofs calculations and processes necessary paperwork to correct errors. Photocopies and facsimiles a variety of documents, correspondence, forms, etc. Receives, date stamps, opens, sorts, and distributes incoming mail. Completes and maintains purchase orders.
- Actively contributed ideas during strategy sessions that resulted in increased member engagement.
- Use of Microsoft Office software. Analytical skills to perform numerical calculations for accounting and record keeping purposes. Interpersonal skills to effectively interact with City employees and the public. Organizational skills for maintenance of filing and record keeping systems.
- Office administrative and secretarial practices and procedures such as operation of standard office equipment including personal and networked computers. Microsoft Office software. Record keeping, report preparation, filing methods, and records management techniques. Correct English usage. Standard business arithmetic; basic accounting
Personal Banker
McClain Bank
09.2009 - 08.2016
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained IRA, Savings and Money Market Accounts.
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed deposits, withdrawals and ACH transfers accurately.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Associate of Applied Science - Business
OCCC
Oklahoma City, Oklahoma05-2026
High School Diploma -
Wayne High School
Wayne05-2004
Skills
- Attention to detail
- Time management
- Customer service
- Relationship building
- Computer networking
- Multitasking and organization
- Critical thinking
- Team collaboration
- Safety awareness
- Analytical thinking
- Website maintenance
- Database management
- Digital literacy
Timeline
Admin Tech III
City of Norman
08.2016 - Current
Personal Banker
McClain Bank
09.2009 - 08.2016
Associate of Applied Science - Business
OCCC
High School Diploma -
Wayne High School
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