Katie McKnight

*** *. **** **.

Annville, PA **003

ady13r@r.postjobfree.com

+1-717-***-****

Dedicated professional looking to leverage previous financial, marketing, customer service, and sales experience in a fastpaced role to further career advancement.

Work

Title Processor

Lebanon Land Transfer - Lebanon, PA

October 2020 to March 2022

Financial Center Supervisor (Assistant Manager)

Fulton Financial Corporation - Camp Hill, PA

March 2013 to October 2020

Developed client relations with mortgage origination and investment advisor partners

In charge of compliance and Audit for our branch and all employees.

Customer Service Representative

Supervisor

Supervised a Head Teller and Senior CSR with 3 Tellers reporting to the Head Teller

Monthly coaching sessions with all 5 employees to evaluate progress of customer interactions, sales, and discuss constructive criticism to help further each employee's development

Maintain relationships with existing customers and follow leads to new customers

Making sales visits to local small businesses to draw in future clients

Ensure cold-calls are being performed by other Customer Service Representatives Senior Customer Service Representative

Interviewing potential employee candidates

Conduct internal audits on tellers to ensure accuracy of paperwork and to guarantee procedures are being followed

Financial Services Technology and Digital

Services Team Lead

Focused on annual sales goals and succeed each year

Opening new accounts and maintaining current ones

Processing loans for new and current clients

Customer Service Representative

Focused on annual sales goals and succeed each year

Opening new accounts and maintaining current ones

Processing loans for new and current clients

Full-Time Teller

Count and balance the site vault for accuracy

Reconciling branch capture to ensure all previous day transactions posted correctly for timely customer service

Handle day-to-day transactions

to achieve monthly sales goals

Part-Time Teller

Handling transactions

Customer Service

Achieved monthly sales goals

Education

Diploma

Port Allegany High school - Port Allegany,

PA

June 2005

REFERENCES:

Name: Nicolas Tellez Caputo (Prior Manager at Fulton Bank) Day Phone: Email: ady13r@r.postjobfree.com (717) 940- 6692

Name: Courtney Leisey (Prior employee at Fulton Bank)

Day Phone: 717-***-****

Email: ady13r@r.postjobfree.com

Name: Nicholas Hoelscher (Prior Co - Worker at Fulton Bank)

Day Phone: 443-***-****

Email: ady13r@r.postjobfree.com

Christopher (CJ) McWilliams (Prior employee at Fulton Bank)

Day Phone: 717-***-****

Email: ady13r@r.postjobfree.com

Contact this candidate