Katelyn Ward
Cherry Tree
Summary
Research Team Lead with over 5 years of comprehensive experience in administrative and medical roles, seeking to transition into a new field to leverage diverse skills and certifications. Proven ability to manage projects effectively while fostering collaboration within teams and ensuring high-quality outcomes. Eager to embrace opportunities that promote professional growth. Committed to continuous learning and adapting to new challenges in a dynamic work environment.
Overview
10
10
years of professional experience
Work History
Research Specialist, Research Team Lead
S&T Bank
02.2023 - Current
- Conducted comprehensive reviews to support research initiatives and project development.
- Analyzed data using software to derive insights and inform strategic decision-making.
- Collaborated with cross-functional teams to align research objectives with organizational goals and priorities.
- Analyzed and resolved customer claims, ensuring compliance with company policies.
- Coordinated communication between departments to streamline adjustment processes.
- Managed complex cases, providing expert guidance to team members on resolution strategies.
- Collaborated with other departments to resolve complex claim situations effectively.
- Contributed to a positive work environment by actively participating in team meetings and offering support when needed.
- Assisted colleagues with challenging cases, fostering an environment of teamwork and collaboration.
Telephone Financial Consultant Supervisor
S&T Bank
12.2019 - 02.2023
- Provide personable customer service while completing customer transactions.
- Manage multiple phone lines and facilitate up to 60+ calls per day with clients and staff to assist bank customers with managing their finances.
- Coach and mentor 4 employees and maintain daily reports for internal functions.
- Resolved customer inquiries and issues, enhancing overall satisfaction through effective problem-solving skills.
- Collaborated with team members to streamline workflow processes, improving operational efficiency in branch activities.
- Trained new agents on procedures and systems, fostering a knowledgeable and capable team environment.
- Maintained up-to-date knowledge of bank offerings, enabling proactive recommendations to meet customer needs.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- 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.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
Bank Teller
Marion Center Bank
08.2019 - 12.2019
- Provided personable customer service while completing customer transactions.
- Greeted customers, processed bank transactions, performed cash balancing to maintain accurate daily bank functions.
Telephone Financial Consultant - Team Lead
S&T Bank
03.2018 - 04.2019
- Provide personable customer service while completing customer transactions.
- Manage multiple phone lines and facilitate up to 60+ calls per day with clients and staff to assist bank customers with managing their finances.
- Maintained up-to-date knowledge of bank offerings, enabling proactive recommendations to meet customer needs.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
Data Entry Technician
Diamond Drug Inc
12.2017 - 03.2018
- Entered and verified data to ensure accuracy and completeness across multiple databases.
- Managed records by organizing, updating, and maintaining data integrity in various systems.
- Developed efficient data entry processes to enhance workflow and reduce processing time.
- Collaborated with team members to identify data discrepancies and implement corrective actions.
Cashier and Office Assistant
Tate’s Supermarket
08.2015 - 12.2017
- Displayed exceptional customer service and social skills while communicating with employees and customers.
- Completed office tasks such as cashing payroll and personal checks, selling money orders, paying bills, county cash drawers, and making deposits.
- Maintaining the store’s professional quality while engaging with customers and completing transactions.
Education
Certification - Medical Billing and Coding
National Healthcare Association
Leawood, KS10.2021
Certification - Medical Administrative Assistance
National Healthcare Association
Leawood06.2020
High School Diploma -
Penns Manor High School
Clymer06.2017
Skills
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent & Effective communication
- Critical thinking
- Planning and scheduling
- Organizational skills
- Active listening
Accomplishments
- Lead a team of 3 members
- Resolve product issue through consumer testing
- Speed of Trust Training
- STELLAR Training
- Presentation Skills Training
Timeline
Research Specialist, Research Team Lead
S&T Bank
02.2023 - Current
Telephone Financial Consultant Supervisor
S&T Bank
12.2019 - 02.2023
Bank Teller
Marion Center Bank
08.2019 - 12.2019
Telephone Financial Consultant - Team Lead
S&T Bank
03.2018 - 04.2019
Data Entry Technician
Diamond Drug Inc
12.2017 - 03.2018
Cashier and Office Assistant
Tate’s Supermarket
08.2015 - 12.2017
Certification - Medical Billing and Coding
National Healthcare Association
Certification - Medical Administrative Assistance
National Healthcare Association
High School Diploma -
Penns Manor High School
Awards & Acknowledgements
I.C.E. awards, Awarded multiple times for “Incredible Customer Experiences”