Julie Carpenter
Lewisburg
Summary
Accomplished Lead Financial Services Representative at Community First Bank of Indiana, adept in customer relationship management and cash handling. Enhanced branch revenue through strategic cross-selling, demonstrating exceptional financial services acumen. Fostered long-term client relationships with personalized service, contributing to improved business opportunities. Skilled in account maintenance and fostering team collaboration to exceed sales targets.
Overview
22
22
years of professional experience
Work History
Lead Financial Services Representative
Community First Bank of Indiana
10.2019 - 12.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Built and established relationships with clientele to improve future business opportunities.
Branch Office Administrator
Edward Jones
09.2018 - 09.2019
- Coordinated schedules and appointments for branch staff, optimizing time management processes.
- Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
- Composed professional business correspondence, emails, meetings notes and other documents.
Preschool Teacher's Assistant
Little School
03.2012 - 02.2018
- Supervised children during in-classroom activities and on playground.
- Interacted with children one-on-one and in small groups to enhance and support learning activities.
- Engaged and entertained children through recreational and educational activities.
- Supported children's social and emotional development by encouraging understanding of others and positive self-concepts.
- Prepared for lessons by gathering educational materials and setting up equipment.
- Maintained classrooms by disinfecting and sterilizing surfaces and toys.
- Took part in professional development workshops to boost skills.
Bank Teller
First Merchants Bank
06.2003 - 03.2012
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Reconciled cash drawer and resolved discrepancies.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Logged cashier's checks and other transactions to maintain accurate account records.
Education
High School Diploma -
Kokomo High School
Kokomo, IN06-1994
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account maintenance
- Account documentation
- Certificates of deposit
- Teller transactions
Timeline
Lead Financial Services Representative
Community First Bank of Indiana
10.2019 - 12.2024
Branch Office Administrator
Edward Jones
09.2018 - 09.2019
Preschool Teacher's Assistant
Little School
03.2012 - 02.2018
Bank Teller
First Merchants Bank
06.2003 - 03.2012
High School Diploma -
Kokomo High School
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