Caryssa Klassen
Kelowna,BC
Summary
Developed strong customer service and financial transaction management skills in fast-paced credit union environment. Demonstrated ability to process transactions accurately, maintain proper documentation and note-taking, resolve member inquiries efficiently, and build strong member relationships. Looking to transition into a new role where these skills can drive positive outcomes and support organizational goals.
Overview
8
8
years of professional experience
Work History
Teller
Beem Credit Union
04.2023 - Current
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for members.
- Developed strong relationships with members through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Educated members on use of banking website and mobile apps.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist members with their financial needs.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Identified sales opportunities and referred members to branch partners in financial services.
- Ensured compliance with banking regulations by accurately completing all required reports, paperwork, and internal detailed notes.
- Processed wide variety of retail banking transactions for personal and commercial members.
Greeter, Technician, Inventory Manager
Mr. Lube
- Displayed friendly, outgoing, and energetic behavior to create warm, fun atmosphere for colleagues and customers.
- Retained knowledge of promotions, products and services for informative customer advice.
- Created and updated regular inventory reports and records.
- Analyzed inventory data to identify and address stock discrepancies.
- Maximized vehicle longevity with comprehensive preventive maintenance services tailored to specific makes and models.
- Maintained a safe working environment by adhering to industry standards and company safety policies.
- Demonstrated commitment to customer satisfaction through clear communication of service expectations, costs, and timelines.
Server
Triple O's
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Cultivated warm relationships with regular customers.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
Education
Rutland Senior Secondary
Kelowna2020
Skills
- Exceptional customer service
- Strong work ethic
- Professionalism and courtesy
- Excellent time management skills
- Transaction processing accuracy
- Relationship building and management
- Patience and empathy
- Compliance, banking laws, and regulations
- Financial record keeping
- Banking product sales
Languages
English
Timeline
Teller
Beem Credit Union
04.2023 - Current
Greeter, Technician, Inventory Manager
Mr. Lube
Server
Triple O's
Rutland Senior Secondary
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