Financial Services Professional with Branch & Treasury Expertise
Resume:
Casey E Bell
Roanoke, VA 24012
Day Phone: 540-***-****
Email: **********@*****.***
WORK EXPERIENCE
Pinnacle Financial Partners Firm
Roanoke VA Salary $25.00 - Full Time
Financial Specialist
Provide distinctive service to existing clients & prospects in person and over the telephone. Meeting all clients' financial needs including personal and business. New account opening and maintenance for personal or business clients. Assisting clients with their banking transactions such as deposit, withdrawals, payments as well as balancing cash drawers. Cash and supply ordering for the branch. Providing operational support to Office Leader as well as monitoring and managing all required reports to ensure operational excellence. BB&T now Truist
11/2019-7/2022
Roanoke VA Salary $23.00 - Full Time
Branch Banker II
Assisting clients in person and by phone with account inquires, account opening or maintenance. Making Outbound Sales Calls Identifying products & services to help. Clients lead a better financial lifestyle. Processing cash deposits, withdrawals, payments and balancing cash drawer, when needed.
FREEDOM FIRST
10/2018-09/2019
Roanoke VA Salary: $14.00 - Full Time
Teller II
Assisting clients with all transactional needs in person. Processing cash deposits, withdrawals, payments, and balancing cash drawer.
WOODFOREST NATIONAL BANK
10/2015-09/2018
Roanoke VA Salary: $13.85 - Full Time
Teller II
Processing deposits/cash withdrawals, payments, western union transactions, balancing cash drawer as well as
vault. Branch cash ordering. Opening consumer & Business accounts, as well as performing account maintenance.
BB&T Call Center
08/2010-06/2015
Roanoke VA Salary: $12.68 - Full Time
Treasury Representative
Handling inbound calls regarding client’s accounts, Processing Loan & credit card payments, Assisting Commercial & Treasury clients with online products & services such as online banking and Cash manager Online. Assisting with trouble shooting online systems.
CCS MEDICAL
6/2008-10/2009
Roanoke VA Salary: $11.71 plus 5% diff. - Full Time Patient Support Representative
Handling inbound/outbound calls assisting clients with supply reorders. Providing quality service to internal and external customers. Empowering Diabetics lead a healthier life. EDUCATION
William Fleming High School
Roanoke, VA US
High School or equivalent 8/2002- 6/2006
LANGUAGES: English
Spoken: Advanced Written: Advanced Read: Advanced
REFERENCES
Sandra Fitzgerald- Financial Specialist Pinnacle Financial Partners Firm Phone Number: 276-***-****
Reference Type: Professional
Simone Enoch – Customer Advocate Advance
Phone Number: 804-***-****
Reference Type: Professional
Contact this candidate