Lindsay Kai
Round Rock Tx, 78664
Objective
To become a full time member of the team by being a highly motivated Customer Service/Sales
professional interested in working with an organization that is seeking an individual whose interpersonal
skills and diligent efforts will make a mentionable contribution to the growth of the organization,
enhancing the profits of the company, and heightening strong customer rapport.
Key Qualifications
• Excellent customer service skills proven through Gallop customer surveys
• Over four years of cash handling and balancing experience
• Cash drawer auditing experience
• Excellent sales and marketing skills
• Excellent verbal and written communication
Professional Experience
Cash Store- Assistant Store Manager
• Welcomed customers immediately upon entering building in a warm, welcoming manner
• Conduct several teller-like transactions including taking payments and distributing cash
• Gather and input customer information to complete loan applications
• Run customer information through underwriting system and determine product and dollar amount
eligibility
• Verified information given by customers such as bank and employment
• Conducted courtesy and follow up calls for current and potential customers
• Remained solutions minded for customers who encountered difficulty providing appropriate
documents for loans
• Delegated timed daily tasks amongst teammates to ensure efficiency of store
• Balanced drawer and safe daily
US Bank- In-store Banker 2
• Conducted teller transactions including but not limited to: deposits, withdraws, check cashing,
savings bonds, cash advances, account maintenance, keeping organized accurate proof work for the day,
ect
• Review and approve checks for other tells with lower check cashing limits
• Responsible for daily balancing of cash drawer
• Maintained accurate record of vault monies and monies shared between the vault, tellers, and
ATM
• Ordered cash for branch, received cash shipment, ensured accuracy of monies delivered
• Verify bait money of each teller, and verify and audit branch manager
• Resolved customer issues in a professional and timely manner, answering any questions they may
have had
• Open personal and business accounts, ensuring customers received the best benefits of the
account chosen by profiling and identifying any cross sell opportunities
• Educated customers on new and current products and services
• Actively seek new customers
• Entered loan applications, evaluated credit bureau for cross sale opportunities and credit
improvement
• Ensured all documentation was correct and needed for underwriting
• Pull daily reports such as : overdraft, new/closed accounts, RDI, ect and delegated tasks as
needed
• Ensured marketing was relevant and within US Bank guidelines
• Remain knowledgeable of products and services through continuing education courses provided
by US Bank
• Worked as a team with co-workers to meet personal and branch goals
• Trained new employees
• Participated in offsite events to attract new customers
• Took accountability for branch activities and productivity while under no management
Achievements
• Promoted ahead of peers
• Cash award for consistent excellent customer service
• Consistently in top 15 of over 60 bankers
• Consistently exceeded sales goals