Summary
Overview
Work History
Education
Skills
Websites
Timeline
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ZACHARY KAPLAN

Greenville,South Carolina

Summary

Experienced banker with a focus on customer service through account openings/management and teller operations. A fast learner, attentive to details. Returning to the workforce after a personal health related sabbatical.

Overview

8
8
years of professional experience

Work History

Lead Specialist - Fraud Claims

Key Bank
Remote
01.2023 - 10.2023
  • Opened fraud claims for KeyBank account holders
  • Answer client questions on the fraud claim process based on understanding of company policy and regulations governing it
  • Worked in a remote environment where self-sufficiency was needed.

Banker

Citizens Bank
Boston, MA
07.2022 - 10.2022
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.

Relationship Banker

Bank of America
Braintree, MA
12.2018 - 07.2022
  • Facilitated customer transactions, including deposits, withdrawals and transfers
  • Maintained in-depth product and service knowledge for well-informed customer advice
  • Identified frontline risk on the teller line to help prevent losses to the Bank and its clients
  • Team player adapting to the rapidly changing environment during the Covid pandemic.

Senior Guest Advisor

GameStop
Braintree, MA
04.2017 - 08.2018
  • Keyholder position in charge of opening/closing stores alone on scheduled days
  • Cash handling and product upselling.

Box Office Associate

AMC Theatres
Braintree, MA
01.2016 - 04.2017
  • Sold admission, processed payments, and issued tickets
  • Upselling of theatre rewards program.

Education

North Quincy High School
06.2015

Skills

  • Consumer banking
  • Relationship building
  • Account openings
  • Account maintenance
  • Deposit and withdrawal management
  • Team Player
  • Compliance and banking laws and regulation knowledge

Timeline

Lead Specialist - Fraud Claims

Key Bank
01.2023 - 10.2023

Banker

Citizens Bank
07.2022 - 10.2022

Relationship Banker

Bank of America
12.2018 - 07.2022

Senior Guest Advisor

GameStop
04.2017 - 08.2018

Box Office Associate

AMC Theatres
01.2016 - 04.2017

North Quincy High School
ZACHARY KAPLAN