Steven Kappes
Denver
Summary
Detail-oriented administrative assistant with a strong background in office management and customer relations. Recognized for effective communication and adaptability, aimed at improving efficiency and supporting team objectives. Committed to delivering exceptional service and achieving operational excellence.
Overview
12
12
years of professional experience
Work History
Administrative Assistant
FirstBank Holding Company
Lakewood
01.2024 - Current
- Assisted in managing office supplies and inventory levels efficiently.
- Supported financial departments with document preparation and filing tasks.
- Maintained accurate records and databases for client interactions.
- Developed presentations and reports to support team projects effectively.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed database systems containing customer contact information.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Processed invoices for payment.
- Directed customer inquiries to appropriate department personnel.
- Facilitated communication between different departments within the organization.
- Compiled data from various sources into organized reports for review by management team.
- Oversaw consistent change in processes in relation to ongoing legal and procedural change within the department.
- Investigated new accounts for fraud daily and compiling reports on results. Managing accounts based on those decisions.
Personal Banker
FirstBank Holding Company
Parker
08.2023 - Current
- Job details can be found under previous employment for FirstBank 2018-2022.
Sales Associate
Red Wing Shoes
Apple Valley, MN & Burnsville, MN
04.2022 - 08.2023
- Helped customers find specific products, answered questions and offered product advice.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Used technology resources to assist customers in locating and selecting items.
- Answered incoming telephone calls to provide store, products and services information.
- Met merchandise processing standards and maintained organized and accessible work area.
- Adhered to company initiatives and achieved established goals.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Monitored customer order process and addressed customer issues.
- Prepared and updated client records.
- Trained new team members in cash register operation, stock procedures and customer services.
- Assisted with recruitment initiatives by interviewing and talent sourcing.
- Managed stores and employees when store managers are on vacation.
Senior Personal Banker
FirstBank Holding Company
Glendale
10.2018 - 02.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Partnered with loan and mortgage officers to provide clients with optimal financial solutions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Created strategic financial solutions to suit individualized client needs.
- Maximized branch revenue by optimizing daily operations.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Processed invoices and checks and maintained daily cash logs and deposits.
- Processed transactions throughout the day and handled money transfers, deposits and withdrawals.
- Recommended innovative alternatives to generate revenue and reduce unnecessary costs to clients.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Examined checks for identification and endorsement.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Prepared official checks for customer and internal bank needs.
- Verified amounts and integrity of every check or funds transfer.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Acquired and maintained knowledge of emerging technologies for customer virtual interactions.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Liaised between bank branches regarding best practices and operations.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Created and implemented new organization and filing system for various documents.
- Approved large checks and cash transactions for tellers as needed.
- AML/BSA experience.
- Proficient in Excel related tasks.
Life Insurance Agent
Bankers Life & Casualty Insurance
Denver
06.2018 - 09.2018
- Communicated with clients to understand needs and identify best policies for each case.
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Researched strengths and weaknesses of competitors to develop strategies for increasing new business.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Licensed producer in life insurance in the state of Colorado.
- Sold other products such as annuities.
Sales Associate
Becker Furniture World
Burnsville
03.2017 - 05.2018
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Built and maintained relationships with peers and upper management to drive team success.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
- Built trusting relationships with customers by making personal connections.
- Answered incoming telephone calls to provide store, products, and services information.
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Pursued and generated customer leads as well as engaged in follow up activities to gain new client accounts.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Followed-up with clients after installations to assess quality service and customer satisfaction.
- Trained and supported new sales representatives.
- Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
Sales Associate
Finish Line
Bloomington
06.2015 - 03.2017
- Operated cash register, collected payments, and provided accurate change.
- Listened to customer needs and preferences to provide accurate advice.
- Trained all new sales employees on effective techniques.
- Increased purchase totals by recommending additional items.
- Placed special orders and called other stores to find desired items.
- Maintained knowledge of current promotions, policies regarding payment and exchanges, and security practices.
- Answered incoming telephone calls with professional and knowledgeable responses.
- Guided customers in choosing items that reflected personal style and shape.
- Replenished floor stock and processed shipments to ensure product availability for customers.
- Facilitated monthly and quarterly physical inventory counts.
- Worked flexible schedule to accommodate changing customer levels.
- Reviewed purchases for fraudulent activities.
Store Manager
Locker Room by Lids
Bloomington
01.2015 - 05.2015
- Greeted customers in a timely fashion while quickly determining their needs.
- Recommended merchandise to customers based on their needs and preferences.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Responded to customer questions and requests in a prompt and efficient manner.
- Contacted other store locations to determine merchandise availability.
- Completed all cleaning, stocking and organizing tasks in assigned sales area.
- Prioritized helping customers over completing other routine tasks in the store.
- Built relationships with customers to increase likelihood of repeat business.
- Supervised sales associates.
- Reviewed operational records and reports to project sales and determine profitability.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Shipped and received incoming merchandise.
- Reviewed payroll for accuracy and attendance.
Sales Associate
Locker Room by Lids
Bloomington
09.2014 - 01.2015
- Operated cash register, collected payments, and provided accurate change.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Met merchandise processing standards and maintained organized and accessible work area.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Answered customer questions, shared product knowledge and researched pricing and availability.
- Stayed up to date on company products and services to support sales objectives.
- Stayed up to date on inventories, supplies and customer orders.
Education
High School Diploma -
Becker Senior High School
Becker, MN01-2013
Some College (No Degree) - One Semester
Dakota County Technical College
Rosemount, MNSkills
- Branch operations
- Financial product expertise
- Management & Administrative Support
- Exceptional customer service
- Excellent communication skills
- Account management
- Attention to detail
- Adaptability to change
- Problem solving
- Invoice processing
- Fraud Investigation & Mitigation
- Management Experience
Timeline
Administrative Assistant
FirstBank Holding Company
01.2024 - Current
Personal Banker
FirstBank Holding Company
08.2023 - Current
Sales Associate
Red Wing Shoes
04.2022 - 08.2023
Senior Personal Banker
FirstBank Holding Company
10.2018 - 02.2022
Life Insurance Agent
Bankers Life & Casualty Insurance
06.2018 - 09.2018
Sales Associate
Becker Furniture World
03.2017 - 05.2018
Sales Associate
Finish Line
06.2015 - 03.2017
Store Manager
Locker Room by Lids
01.2015 - 05.2015
Sales Associate
Locker Room by Lids
09.2014 - 01.2015
High School Diploma -
Becker Senior High School
Some College (No Degree) - One Semester
Dakota County Technical College