Monica R. Simmons
Mckinleyville
Summary
Experienced banking specialist with in-depth knowledge of financial products and a strong dedication to delivering outstanding customer service. Proven ability to assess client needs and provide tailored financial solutions. Highly regarded as a valuable team collaborator, adept at adapting to shifting priorities and achieving exceptional outcomes. Skilled in financial advising and expertly managing client relationships.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Personal Banker
Tri Counties Bank
12.2021 - Current
- Probing for client needs by engaging with clients to understand their financial requirements and recommends relevant bank products and services.
- Ensures prompt, efficient, and friendly service, handling all transactions accurately according to guidelines.
- Cash Drawer management by balancing the cash drawer and maintains it within specified limits.
- Documentation and data entry by completing necessary paperwork and enters relevant data.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
- Maintained customer records and updated account information.
Shift Supervisor/Assistant Manager
Round Table Pizza
01.2010 - 11.2022
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Enforced company policies and regulations with employees.
- Responded to and resolved customer questions and concerns.
- Provided ongoing support to employees during challenging situations, offering guidance on problem-solving techniques for improved efficiency outcomes.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Monitored staff compliance with health codes, ensuring high standards of cleanliness throughout the facility consistently met or exceeded expectations.
- Completed cash and credit card transactions accurately using POS software.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
Shift Supervisor
Carl's Jr
01.2013 - 01.2016
- Completed store opening and closing procedures and balanced tills.
- Trained new employees and delegated daily tasks and responsibilities.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Supervised ongoing daily production phases.
- Oversaw inventory and product stock to develop and maintain inventory controls resulting in cost savings and reduced overages.
- Reviewed documentation such as invoices and shipping paperwork for accuracy and compliance.
- Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
- Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
- Resolved conflicts between employees to maintain positive and productive work environments.
- Completed cash and credit card transactions accurately using POS software.
- Streamlined inventory management, reducing waste and optimizing stock levels for daily operations.
Education
High School Diploma -
Six Rivers Charter High School
Arcata, CA06-2011
Skills
- POS System Management
- Clear Communication Skills
- Cash Management
- Reliable Work Performance
- Timely and Dependable
- Ensures High-Quality Customer Experience
- Multitasking Abilities
- Organizational skills
- Goal setting
Certification
Nationwide Mortgage Licensing System (NMLS) #2643820
References
Kade Nichols - Medical Office Assistant I, Ward Clerk
720 Wood St, Eureka, CA 95501
(816) 472-9166
Alicia Auker - Manager, Round Table Pizza
2023 Central Ave, McKinleyville, CA 95519
(707) 382-1058
Scott Simmons - Warehouse and Parts Manager, North Coast Appliance
1580 Nursery Way McKinleyville, CA 95519
(707) 499-4084
Timeline
Personal Banker
Tri Counties Bank
12.2021 - Current
Shift Supervisor
Carl's Jr
01.2013 - 01.2016
Shift Supervisor/Assistant Manager
Round Table Pizza
01.2010 - 11.2022
High School Diploma -
Six Rivers Charter High School
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