Coreyana Whatley
Modesto
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. I am also a Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Personal Banker II
Umpqua Bank
Modesto, CA
09.2024 - Current
- Processed customer transactions efficiently using banking software and systems.
- Provided financial product information to clients, enhancing their understanding of services.
- Assisted customers with account inquiries and resolved issues promptly and professionally.
- Educated clients on digital banking tools to facilitate seamless online transactions.
- Developed personalized banking solutions based on individual customer needs and goals.
- Maintained accurate records of customer interactions in compliance with regulatory standards.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted regular follow-ups with clients to ensure ongoing satisfaction with banking services.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Followed operational standards, promoting security, risk management and compliance.
- Cross-sold banking products such as credit cards, loans and investments.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Participated in training sessions regarding new banking products or services.
- Processed loan applications according to established guidelines.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Maintained accurate records of all transactions conducted throughout the day.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Used product knowledge and abilities to execute consumer loans and other services.
- Executed wire transfers of funds in compliance with banking best practices.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Member Service Specialist II
Golden one Credit Union
10.2021 - 10.2024
- Service members financial needs, Open/close the branch, Participate in daily meetings, Participates in regular and some advanced teller transactions, Ensure members needs are satisfied, Wires, Daily operations, Production marketing, Take on new tasks with quick turnaround time
- Monitored trends in customer feedback in order to identify areas needing improvement within the organization.
- Performed daily audits of teller drawers to ensure compliance with security regulations.
- Participated in community events promoting the branch's services to potential customers.
- Generated reports on membership activity for senior management review.
- Maintained high levels of professionalism as well as product knowledge across providers of insurance and home loan products .
- Utilized wide range of technical systems and company equipment to optimize operations and workflow.
- Managed continuous delivery of top quality membership support.
- Cross-sold products such as credit cards, loans, accounts, investments, insurance policies and other financial services.
- Researched discrepancies on member accounts and resolved issues promptly and accurately.
- Reviewed applications submitted by prospective members for completeness and accuracy prior to approval.
- Conducted periodic reviews of existing accounts for potential upgrades or changes.
- Explained various types of accounts available to customers in order to meet their individual needs.
- Assisted members with account opening processes, loan applications, and other banking services.
- Provided technical support related to online banking systems as needed.
- Processed cash withdrawals and deposits including checks for accuracy before posting them into the system.
- Created marketing materials for promotional campaigns aimed at increasing membership numbers.
Admissions Advisor
SJVC
Modesto
10.2023 - 08.2024
- Received incoming calls from potential students and provided detailed information about institution.
- Processed admissions applications and transcript requests to facilitate student enrollment.
- Collaborated with financial aid, education and career services departments to achieve student enrollment targets.
- Stayed up to date on school policies and diverse program requirements.
- Brought in new students with effective outreach plans.
- Organized recruitment and admission events for prospective students.
- Thoroughly reviewed admissions applications and evaluated credentials to approve students for enrollment.
- Responded to requests for information about programs and information related to the enrollment process.
- Assisted students in understanding academic application processes, admissions requirements and financial aid options.
- Led both large group and individual tours to provide prospective students with better understanding of campus layout.
- Developed marketing materials such as brochures, pamphlets, newsletters and emails to promote educational services offered by the institution.
- Provided customer service to families inquiring about the admissions process and program offerings.
- Supported various departments within the institution by providing administrative assistance when needed.
- Advised prospective students on educational programs and enrollment processes.
- Conducted informative presentations to promote academic offerings and career opportunities.
- Assisted students with application submissions and financial aid inquiries.
- Developed relationships with local high schools to increase recruitment efforts.
- Managed student records and maintained confidentiality in compliance with regulations.
Senior Member Service Representative
Patelco Credit Union
12.2018 - 06.2021
- Deal with large sums of cash, Service members financial needs, Open/close the branch, Participate in daily meetings, Participates in regular and some advanced teller transactions, Ensure members needs are satisfied, Product marketing, Sales and operations, Meeting monthly goals and competitive productivity
- Answered incoming calls promptly and professionally.
- Trained new employees on job duties related to Member Service Representative position.
- Maintained accurate records of all transactions and interactions with members.
- Generated new business through referrals from existing members.
- Educated members on how to use digital banking platforms such as mobile apps and online banking.
- Provided excellent customer service to members, both in person and over the phone.
- Assisted members with account opening and maintenance activities.
- Identified areas of improvement within departmental processes.
- Cross-sold additional products or services based on identified needs.
- Advised members on the best banking options available to meet their individual needs.
- Prepared reports on account activity for management review.
- Processed deposits, withdrawals, loan payments, transfers and other transactions accurately.
- Developed a strong working knowledge of all credit union policies, procedures, products and services.
- Resolved complex member inquiries and escalated issues as appropriate.
Service Manager
Chipotle
09.2018 - 12.2018
- Ensure the team runs accordingly, Ensure food safety measures are up to standard, Trained new employees with their onboarding process, Monitor the cash register and its transactions, Open the store, Prep the needed items, Ensure daily tasks are complete
Intern
City of Richmond, Human Resources
07.2016 - 08.2018
- Maintained Medical Files and Personnel Files, Assisted with wellness fair and other city events, Assisted in testing for job recruitments, Posted job announcements, Worked with Munis, Excel, Word, and other programs consistently, Reviewed resumes and applications, Made critical decisions based on applicants qualifications, Reviewed meetings as well as participated, Examined and revised job descriptions and applications
- Worked with team members to promote great customer service and pleasant work environment.
- Maintained accurate records of all activities performed throughout internship period.
- Supported various program activities, assisting with administrative tasks.
- Attended and participated in meetings and brainstorming sessions with team members.
- Supported senior staff members in the completion of complex projects within deadlines.
- Contributed ideas during brainstorming sessions to generate creative solutions.
- Maintained accurate records and files pertaining to departmental areas of responsibility.
- Managed customer inquiries through phone calls, emails, or other forms of communication.
- Created status reports on operational activities.
- Assisted in routine research, investigations and special projects to support work of assigned department.
- Provided administrative support by completing tasks such as filing documents and scheduling meetings.
- Proofread documents before submitting them for review.
- Organized information from multiple sources into accessible formats for easy retrieval.
- Gathered data for market research projects and analyzed findings to make recommendations.
- Assisted in the development of marketing materials, such as brochures, flyers, and promotional items.
- Performed quality checks on products prior to shipment or delivery.
- Wrote procedures, reports and technical documents in easy-to-understand terminology.
- Created content for website pages, blog posts, and other online platforms.
Intern
City of Richmond, Rent Board
06.2017 - 11.2017
- Assisted with walk-ins and appointments, Assisted in meetings, Helped people with their housing issues, Sent compliance letters and other forms regarding housing to landlords/tenants, Attended rent board meetings regularly, Responded to emails and letters from tenants and landlords, Helped landlords become compliant with city ordinances and regulations
Barista
Starbucks Coffee
Modesto, CA - Hayward, CA
07.2014 - 11.2017
- I’ve worked all around at the many Modesto and Hayward Starbucks locations, so I am pretty flexible in retail skills as well as many other skills, Well-rounded in all duties throughout the Starbucks Company, Closer; Opener duties such as helping prep materials for that day (opener) or the following day (closer), Customer Support (stocking), Clean the whole store as part of closing, Cashier, Retail, Help customers with decision making, Marketing
Education
Bachelor of Science - Political Science
California State University, East Bay
Hayward, CA 09.2016 - 05/2023
High School Diploma -
Joseph A. Gregori High School
Modesto, CASkills
- Team Player
- Dependable
- Good communication skills
- Organization
- Good multitasking skills
- Ability to work under pressure
- Leadership
- Flexibility
- Positive Attitude
- Good customer management skills
- Well-rounded
- Student Recruiting
- Policy Interpretation
- Marketing Knowledge
- Enrollment Management
- Needs Determination
- Academic Support
- Employer Relations
- Time Management
- Attention to Detail
- Reliability
- Administration Required Reporting
- Analytical Thinking
- Problem-Solving
- Adaptability and Flexibility
- Critical Thinking
- Banking software
- Financial product knowledge
- Customer account management
- Sales techniques
- Cash handling
- Effective communication
- Problem solving
- Relationship building
- Conflict resolution
- Time management
- Financial planning
- Loan processing
- Attention to detail
- Cross-selling and upselling
- Customer service
Timeline
Personal Banker II
Umpqua Bank
09.2024 - Current
Admissions Advisor
SJVC
10.2023 - 08.2024
Member Service Specialist II
Golden one Credit Union
10.2021 - 10.2024
Senior Member Service Representative
Patelco Credit Union
12.2018 - 06.2021
Service Manager
Chipotle
09.2018 - 12.2018
Intern
City of Richmond, Rent Board
06.2017 - 11.2017
Bachelor of Science - Political Science
California State University, East Bay
09.2016 - 05/2023
Intern
City of Richmond, Human Resources
07.2016 - 08.2018
Barista
Starbucks Coffee
07.2014 - 11.2017
High School Diploma -
Joseph A. Gregori High School