Productive Operations and Customer Support Specialist
Resume:
Casey Bell
Roanoke, US, *****
**********@*****.***
Motivated professional experienced in fast-paced environments. Deliveres high-quality work through strong work ethic, adaptability, and exceptional interpersonal skills. Thrives under pressure while mastering new skills and adapting to last-minute changes. Employment history
Project Coordinator, T
& A Investments LLC,
Jul 2025 – Present
Roanoke, VA
Product Support Rep.,
Turbo Tax, Jan 2026 –
Apr 2026
Financial Specialist,
Pinnacle Financial
Partners Firm, Jul 2022
– Jul 2025
Branch Banker II,
Truist, Nov 2019 – Jul
2022
Roanoke, VA
Manage employee onboarding processes and documentation for new hires. Assist with the recruitment process by posting job openings, scheduling interviews, and verifying candidate qualifications.
Assist in organizing company events and employee engagement activities. Manage and maintain employee records, ensuring compliance and accuracy. Process payroll information and ensured accuracy of employee compensation data. Maintain accurate records of all payroll transactions. Support projects and initiatives by providing administrative assistance, facilitating smooth operations.
Served as the primary liaison for customers, provided technical assistance, troubleshot product issues, and ensured customer satisfaction. Assisted customers with product inquiries and troubleshooting, enhancing overall customer experience.
Resolved technical problems by collaborating with engineering teams, improving issue resolution efficiency.
Responded promptly to customer inquiries within established service level agreements. Guided users through tax preparation software features and functionalities. Maintained knowledge of software updates and industry changes. Assessed clients' financial needs and recommended tailored solutions to meet their goals. Helped customers open and close accounts, apply for loans and make sound financial decisions.
Reviewed loan applications for completeness and compliance with regulations. Processed loan documents using mortgage software systems effectively. Collaborated with underwriting teams to facilitate timely approvals. Submitted loan applications to underwriting department for review and approval process. Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
Educated clients on digital banking tools and services. Maintained compliance with banking regulations and policies. Managed daily cash transactions and balanced cash drawers accurately. Delivered personalized banking solutions that effectively addressed customer financial needs.
Facilitated account openings and transaction processing to enhance customer experience. Functioned as a backup Teller, ensuring accurate counting of currency, coins, checks, and other payment methods.
Adhered to all laws applicable to banking operations while providing exceptional service to clients.
Employment history
Teller II, FREEDOM
FIRST, Oct 2018 – Sep
2019
Roanoke, VA
Universal Banker II,
WOODFOREST
NATIONAL BANK, Oct
2015 – Sep 2018
Roanoke
Treasury Rep. / GSA
Rep., BB&T Call Center,
Nov 2009 – Jun 2015
Roanoke
Patient Support
Representative, CCS
MEDICAL, Jun 2008 –
Oct 2009
Roanoke, VA
Education
William Fleming High School, Roanoke, VA, US, Jun 2006 High School or equivalent
Skills
Employee onboarding, Payroll administration, Compliance management, Client management, Financial transaction processing, Technical support, Attention to detail, Problem solving, Team collaboration, Conflict resolution, Employee engagement, Effective communication, Professional integrity Languages
English (Highly proficient)
References
Sandra Fitzgerald
Pinnacle Financial Partners Firm
Simone Enoch
Advance
Processed customer transactions accurately and efficiently at the financial institution. Executed compliance procedures ensuring adherence to banking regulations. Balanced cash drawers on a daily basis.
Handled large volumes of currency accurately and quickly, maintaining a high standard of transaction integrity.
Assisted customers with account openings and personal banking inquiries. Processed transactions efficiently while ensuring compliance with banking regulations. Educated clients on financial products and services available through the bank. Resolved customer issues with timely solutions and clear communication, enhancing customer satisfaction.
Coordinated daily wire transfers and managed international currency conversions to ensure timely and accurate fund transfers.
Resolved disputes between customers and banks while keeping up with the latest regulations governing financial institutions.
Researched and resolved complex customer inquiries regarding loans, credit and consumer accounts.
Handled inbound/outbound calls to assist clients with timely supply reorders. Delivered quality service to internal and external customers, fostering positive relationships.
Responded to inquiries from internal and external customers regarding product availability and specifications.
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