Customer Service Assistant Manager
Resume:
Casey Holdaway
Hazelwood, MO *****
***********@*****.***
Authorized to work in the US for any employer
Work Experience
Sr. Assistant Manager
Central Bank - Clayton, MO
July 2022 to Present
Assist in management of most day-to-day operations in the branch. Assign duties and work schedules to ensure efficient functioning of branch.
Acquire and maintain thorough understanding of security procedures, and ensure staff's thorough understanding and full compliance.
Consistently perform new account activities, and teller duties when necessary. Supervise vault operations and procedures, maintain reports, balances, and cash recaps. Maintain an atmosphere conducive to open communication. Maintain harmony among staff and resolve grievances. Issue written and oral instructions.
Help conduct regular staff meetings to review problems, policies, procedures and updates of activities within the bank.
Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to customers and maintain a friendly, positive and professional attitude. Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special.
Maintain thorough knowledge of all bank products, services, compliance, and regulations; and help ensure branch personnel maintain strong proficiency in same. Actively participate in sales program; work with manager to set sales goals and make every effort to reach targeted goals, while always ensuring the best interest of the customer is being followed. Make referrals to other business units for traditional and non-traditional banking products and services. Senior Personal Banker
Central Bank - Clayton, MO
September 2021 to July 2022
• Provide daily deposit services such as handling deposits, withdrawals, holds, loan payments, travelers checks, cashier's checks, money orders, stop payments, telephone transfers, direct deposits, cash advances, and other related matters.
• Maintain cash drawer within prescribed limits. Purchase from and sell money to vault as needed.
• Accurately count, receive and disburse cash and accurately handle mutilated and bait currency.
• Verify and balance assigned cash drawer daily. Maintain cash over and short record. Assist in identifying cash off ages. Maintain cash drawer variances within Central Bank of St. Louis guidelines.
• Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement. Includes obtaining appropriate documentation from customers and non-customers.
• Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (i.e. Bank Secrecy Act, Regulation CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
• Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery, whether victim or bystander, and know proper post-robbery procedures.
• Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly.
• Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to our customers, and maintain a friendly, positive and professional attitude. Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special.
• Opens new accounts and performs account maintenance requests.
• Actively take advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet needs of customer.
• Actively participate in STEP program; attend appropriate sales and STEP training; utilize STEP program initiatives; work with manager to set STEP goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services.
• Participate in sales programs to generate new customers.
• Arrange daily work plans to handle customer flow and bank processing requirements, provide customer service and meet bank record keeping requirements.
• Acquire and maintain knowledge of all bank products and services.
• Attend all required training.
Assist others in the department/facility as needed and/or directed. May be assigned vault and/or ATM balancing responsibilities. May be assigned new account responsibilities. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations. Personal Banker
Central Bank
September 2020 to September 2021
provide daily deposit services such as handling deposits, withdrawals, holds, loan payments, travelers checks, cashier's checks, money orders, stop payments, telephone transfers, direct deposits, cash advances, and other related matters.
Maintain cash drawer within prescribed limits. Purchase from and sell money to vault as needed. Accurately count, receive and disburse cash and accurately handle mutilated and bait currency. Verify and balance assigned cash drawer daily. Maintain cash over and short record. Assist in identifying cash off ages. Maintain cash drawer variances within Central Bank of St. Louis guidelines. Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement. Includes obtaining appropriate documentation from customers and non-customers. Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (i.e. Bank Secrecy Act, Regulation CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Acquire and maintain thorough understanding of security procedures; practice established procedures. Understand role in case of robbery, whether victim or bystander, and know proper post-robbery procedures.
Maintain neat and orderly work area and ensure that all cash, negotiables and confidential records are secured and/or disposed of properly.
Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Actively listen to our customers, and maintain a friendly, positive and professional attitude. Resolve difficult situations with tact and diplomacy. Look for creative ways to make customers feel appreciated and special.
Opens new accounts and performs account maintenance requests. Actively take advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet needs of customer. Actively participate in STEP program; attend appropriate sales and STEP training; utilize STEP program initiatives; work with manager to set STEP goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services. Participate in sales programs to generate new customers. Arrange daily work plans to handle customer flow and bank processing requirements, provide customer service and meet bank record keeping requirements. Acquire and maintain knowledge of all bank products and services. Attend all required training.
ADDITIONAL DUTIES AND RESPONSIBILITIES:
Assist others in the department/facility as needed and/or directed. May be assigned vault and/or ATM balancing responsibilities. May be assigned new account responsibilities. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations. Team Leader/Supervisor
Tiger Express Car Wash - Lake Saint Louis, MO
October 2016 to April 2019
• Maintaining the facility
• Customer service
• Keeping sales up
• Changing and testing chemicals
• Making sure each car is spotless clean
• Problem Solving
• Team Building
• Replacing and fixing Equipment
Sales Associate
Taregt - O'Fallon, MO
October 2017 to January 2018
• Stocking shelves
• Costumer service
• Helping guests
• Working the register
• Organizing the aisles
Education
High school or equivalent
Homeschooled
Associate in Automotive
Ranken Technical College - Wentzville, MO
Skills
• retail sales
• problem solving
• Organizational Skills
• Cash Handling
• Inventory
• Management
• training
• Microsoft Office
• Automotive
• Banking
• Financial Services
• Relationship Management
• Account Management
• Business Development
• Salesforce
• Customer Relationship Management
• Presentation Skills
• Management
• Car Wash
• Marketing
• Leadership
• Fraud
• Bank Secrecy Act
Certifications and Licenses
Certified Notary Public
Life & Health Insurance License
June 2023 to Present
Groups
Middle school life group leader
October 2018 to Present
Every Wednesday night I help out in my church with 6th grade to 8th grade kids encouraging and helping them grow.
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