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Customer Service Sales

Norwood, North Carolina, 28128, United States
February 02, 2018

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Kathryn M. Williams

* *** ****** **** ****, SC **730


Contact: 803-***-****

Areas of Specialty

• Experience as a Teller and Customer Service in the banking industry

• Proficient in Word, Excel, Power Point and 10 key

• Proficient in the area of Teller Encore & AS400

• Highly organized and detail oriented

• Familiar with retirement accounts including IRA's and 401K's

• Proficient in accounting software

• Maintaining an accurate money drawer


Cardinal Financial

Charlotte NC

April 20 2015 – March 2017

Initial processor

• Took client calls

• Ordered title documents

• Updated appraisals

• Ordered payoffs and calculated payoff information

• Ordered tax transcripts

Closing Coordinator

Worked with borrowers and escrow offices to schedule the closing date, time and location for the final signing with the notary

Stay at Home mom and Student- May 2012-2015

Security Finance

York, SC 29745 January 2012-May 2012

• Collected Debt

• Made customer loans

• Took nightly Deposits to the bank

• Cleaned the office

• Worked with customers daily

The Wireless Company-Sales

Rock Hill, SC 29732 July 2010- March 2011

• Bringing in new customers

• Sale New cell Phone Contracts and accessories

• Excel in customer service and satisfaction

• Take monthly bill payments from customers

• Balance a money drawer

• Manage the store and other employees when Store Manger was out/off

• Train new employees

• Design marketing flyers

• Organize and Plan Sales events

• Take store inventory and place orders to order more inventory when needed

The Palmetto Bank- Bank Teller

Rock Hill, SC 29732 July 2008- July 2010

• Worked with customers on a daily basis, meeting their banking needs and either answering or referring them to the appropriate supervisor.

• Accept and process customer deposits and loan payments.

• Maintain and balance a cash drawer daily.

• Respond to customer inquiries regarding account balances.

• Use 10 key to process monetary transactions.

• Secure the financial institution nightly

• Make cold calls for collection efforts

• Design and create monthly AD Board

• Provide excellent customer service


• Rock Hill School District GED, 2007

• Principals of Banking, graduated with a perfect score, April 2009

• Monthly banking training classes at The Palmetto Bank corporate office

• CPR certified

*Reference list will be provided upon request*

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