Customer Service Cash Management
Resume:
Kimberlie Whitaker
Cottontown, TN *****
*****************@*****.***
My overall goal would be to obtain a career that will allow me to use the knowledge and skills I have acquired over the years as an experienced professional with strong leadership and relationship building skills.
I am a very adaptable, goal oriented, organized, hardworking, driven individual with a personable, cheerful outlook.
Work Experience
Universal Banker
United Community Bank-Gallatin, TN
April 2024 to Present
• Conducted regular reviews of client portfolios to identify opportunities
• Assisted clients with account opening procedures, ensuring compliance with regulatory requirements
• Performed daily cash management activities
• Collaborated with colleagues from different departments (e.g., wealth management team) to provide integrated financial solutions
• Resolved complex customer inquiries or complaints promptly
• Analyzed financial statements, credit reports, and other relevant documents to assess creditworthiness
• Collaborated with underwriters to ensure timely processing and approval of loan applications Manager
Dollar General-Cottontown, TN
June 2023 to March 2024
• Led a team of 8 employees, providing guidance and support to ensure efficient operations
• Developed and implemented strategies to improve productivity
• Managed daily operations, including scheduling, inventory management, and customer service
• Conducted performance evaluations for team members, identifying areas for improvement and implementing training programs
• Maintained high standards of quality control to ensure customer satisfaction
• Created and maintained budgets, monitoring expenses to meet financial targets
• Implemented new technology systems to enhance operational efficiency
• Oversaw the hiring process, conducting interviews and making hiring decisions based on qualifications and fit with company culture
• Provided ongoing coaching and mentoring to team members
• Resolved customer complaints or issues promptly
• Ensured compliance with all regulatory requirements
• Identified areas for process improvement through data analysis Personal Banker I
Fifth Third Bank-Glenbrook-Hendersonville, TN
October 2019 to January 2023
• Managed a portfolio of 250 high net worth clients, providing personalized financial advice and solutions
• Analyzed financial statements, credit reports, and other relevant documents to assess creditworthiness
• Collaborated with underwriters to ensure timely processing and approval of loan applications
• Achieved sales targets by cross-selling banking products
• Conducted regular reviews of client portfolios to identify opportunities for upselling
• Assisted clients with account opening procedures, ensuring compliance with regulatory requirements
• Performed daily cash management activities
• Collaborated with colleagues from different departments to provide integrated financial solutions for clients
• Resolved complex customer inquiries or complaints
• Participated in community outreach programs to promote the bank
• Collaborated with credit analysts to evaluate loan applications
• Maintained strict adherence to regulatory requirements
• Mentored junior bankers by providing guidance on complex transactions or challenging client situations Assistant Manager
Cash EXPRESS-Franklin, KY
December 2014 to October 2019
• Assisted in the management of daily operations
• Supervised and trained a team of 25 employees
• Collaborated with the manager to develop strategies for achieving sales targets and improving customer satisfaction
• Conducted regular inventory checks to maintain accurate stock levels and minimize loss due to shrinkage
• Resolved customer complaints or concerns promptly, ensuring high levels of customer service at all times
• Assumed managerial responsibilities in the absence of the manager
• Created training materials and conducted training sessions for new hires on company policies and procedures
• Managed cash handling procedures, including opening/closing registers, preparing deposits, and reconciling discrepancies
• Collaborated with marketing department on promotional activities to drive foot traffic and increase sales
• Monitored employee performance through regular evaluations, providing constructive feedback for professional development
• Ensured compliance with health & safety regulations by conducting regular inspections and implementing corrective actions when necessary
• Maintained accurate records of financial transactions
• Coordinated special events or promotions
• Collaborated with the management team to develop and implement operational policies and procedures
• Assisted in the recruitment, selection, and onboarding of new employees, ensuring a smooth transition into the team
Shift Manager
zaxbys-Franklin, KY
June 2014 to December 2014
• Managed a team of 6 retail associates
• Monitored inventory levels
• Collaborated with the store manager to create work schedules that optimized staffing levels during peak hours
• Resolved customer complaints and issues promptly
• Maintained visual merchandising standards throughout the store
• Developed strong relationships with key customers through personalized interactions and follow-up communication
• Utilized point-of-sale systems effectively to process transactions accurately while maintaining cash handling procedures
• Maintained a clean and organized store environment, ensuring compliance with health and safety regulations
Team Lead
Harman Becker-Franklin, KY
December 2012 to May 2014
• Led a team of 25 employees, providing guidance and support to ensure successful completion of projects
• Monitored team performance and provided regular feedback to drive continuous improvement
• Successfully managed multiple projects simultaneously
• Collaborated with cross-functional teams to identify process improvements and implement best practices
• Resolved conflicts within the team by facilitating open dialogue and promoting a positive work environment
• Served as a liaison between upper management and the team, effectively communicating goals, objectives, and expectations
• Identified skill gaps within the team and coordinated training sessions to enhance overall capabilities
• Managed resource allocation efficiently to optimize productivity
• Led regular meetings with the team to discuss progress updates, address challenges, and provide guidance on project priorities
• Coordinated schedules for optimal coverage during peak periods or special events
• Ensured compliance with company policies, procedures, safety regulations at all times Operations Manager
Franklin Coatings, LLC-Franklin, KY
May 2011 to April 2013
• Collaborated with cross-functional teams to develop and implement standard operating procedures
(SOPs) for all operational processes
• Managed inventory levels to ensure optimal stock availability
• Coordinated logistics activities including transportation planning, warehousing optimization, and order fulfillment
• Developed strategic partnerships with suppliers leading to improved pricing terms
• Managed the implementation of new technology systems, resulting in improved operational efficiency
• Conducted regular audits
• Developed and implemented standard operating procedures (SOPs) for all operational processes
• Managed the procurement process including vendor selection, negotiation, and contract management
• Managed daily office operations, including scheduling appointments, coordinating meetings, and handling correspondence
• Developed and implemented efficient filing systems to improve document organization and retrieval
• Maintained confidential employee records, ensuring compliance with privacy regulations
• Prepared reports on office expenses, budget variances, and operational performance for senior management review
• Negotiated contracts with vendors for office supplies/services to secure cost-effective solutions without compromising quality or service levels
• Developed standardized procedures for administrative tasks such as travel arrangements, expense reporting, and meeting coordination
• Provided training to new employees on company policies/procedures as well as proper use of office equipment/software tools
• Managed the office budget, tracking expenses and identifying areas for cost-saving measures Education
AAS in Business/Accounting
Volunteer State Community College - Gallatin, TN
Present
Skills
• Superb organizational skills, multitasking, ability to prioritize independently,project management abilities, accuracy and punctuality, leadership abilities,excellent written and oral communication skills, effective listener,initiative-taking, team player, professional.
• Loan Officer Experience
• Budgeting
• Tax Experience
• Account Reconciliation
• Management
• Event Planning
• QuickBooks
• Payroll
• Accounts Receivable
• Financial Report Writing
• Records Management
• Accounting
• Banking
• Office Management
• Bookkeeping
• Store Management Experience
• Microsoft Office
• Microsoft Powerpoint
• Microsoft Excel
• Organizational skills
• Balance sheet reconciliation
• Accounts receivable
• Cash management
• CRM software
• Office management
• Document management
• Customer service
• Customer relationship management
• Construction
• Communication skills
• Time management
• Computer skills
• 10 key typing
• Typing
• Lending
• Cash handling
• Microsoft Word
• Microsoft Access
• Documentation review
• Accounting software
• Customer support
• English
Assessments
Verbal communication — Proficient
July 2023
Speaking clearly, correctly, and concisely
Full results: Proficient
Filing & organization — Proficient
August 2024
Arranging and managing information or materials using a set of rules Full results: Proficient
Administrative assistant/receptionist — Proficient December 2023
Using basic scheduling and organizational skills in an office setting Full results: Proficient
Bookkeeping — Proficient
December 2023
Calculating and determining the accuracy of financial data Full results: Proficient
Working with MS Word documents — Proficient
May 2024
Knowledge of various Microsoft Word features, functions, and techniques Full results: Proficient
Basic computer skills — Proficient
August 2024
Performing basic computer operations and troubleshooting common problems Full results: Proficient
Attention to detail — Proficient
December 2023
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Sales skills — Proficient
September 2023
Influencing and negotiating with customers
Full results: Proficient
Spreadsheets with Microsoft Excel — Proficient
December 2023
Knowledge of various Microsoft Excel features, functions, and formulas Full results: Proficient
Attention to detail — Proficient
May 2023
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Customer focus & orientation — Proficient
July 2023
Responding to customer situations with sensitivity Full results: Proficient
Work style: Reliability — Proficient
May 2023
Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient
Customer service — Proficient
July 2023
Identifying and resolving common customer issues
Full results: Proficient
Administrative support professional fit — Proficient August 2024
Measures the traits that are important for successful administrative support professionals Full results: Proficient
Written communication — Proficient
July 2023
Best practices for writing, including grammar, style, clarity, and brevity Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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