Dakota Wattigney
Northglenn
Summary
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
5
5
years of professional experience
2018
2018
years of post-secondary education
Work History
Senior Personal Banker
FirstBank
Lakewood
10.2022 - Current
- Assist customers on the teller line
- Open personal, business, trust, estate accounts, and safety deposit boxes
- Public noarty
- Adding joint parties, POA's and signers, trustees to all manner of accounts or safety deposit boxes
- Maintained accurate records of customer accounts in the system while adhering to bank policies.
- Creating foreign and domestic wires with accuracy
- Approval limit up to five thousand dollars
- Working closely with management teams, and officers to complete customer profiles and execute accounts accurately
- Minimal bookkeeping experience
- Mentored junior personal bankers, fostering skill development and enhancing team performance in delivering banking solutions.
Team Member
Target
Lakewood
10.2020 - 10.2022
- Completed returns accurately
- Sorted merchandise effectively
- Assisted with drive up delivery
- Trusted with counting cash from the night before
- Designed trainer
- Check lane enthusiast
- Cross trained in order fulfillment, truch break down, merchandising , and style departments
- Collaborated with team members to ensure efficient customer service, resulting in improved overall customer satisfaction.
- Prepared merchandise displays by following visual merchandising guidelines, enhancing product visibility and store appeal.
- Maintained a clean and organized work area throughout shift.
- Operated cash registers to process payments from customers.
- Responsible for break designation and execution
Education
Compass Montessori
Golden, COSkills
- Account opening
- Customer account management
- Foreign and domestic wire transfers
- Mentoring junior bankers
- Bookkeeping support
- Banking solutions delivery
Languages
English
Native/ Bilingual
References
References available upon request.
Timeline
Senior Personal Banker
FirstBank
10.2022 - Current
Team Member
Target
10.2020 - 10.2022
Compass Montessori