Kathy Myers
Altoona
Summary
Motivated individual with experience in financial services and customer service. Responsible for building and maintaining relationships with clients and providing tailored financial solutions to meet needs. Able to build lasting client relationships by providing personalized banking solutions and effectively managing client portfolios. Strong work ethic and keen attention to detail.
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
2026
2026
years of professional experience
Work History
Relationship Banker
First National Bank of Pa
Altoona
09.1988 - Current
- Created continuous client relationships by providing knowledgeable information on banking products and services
- Educate clients about banking products such as savings accounts, credit cards, mortgages and investments
- Generated business through customer profiling and cross-selling
Assistant Manager
First National Bank of Pa
Altoona
10.2019 - 01.2023
- Resolved customer complaints quickly and effectively while maintain a high level of professionalism
- Trained new employees in product knowledge and customer service protocols, cash handling procedures, and privacy policy
- Helped oversea the daily operations of the branch, managing staff, and inventory
- Licensed NMLS#1222408 to provide information on rates, process loan applications and close with clients
- Completed day-to-day duties accurately and efficiently.
Teller/Head Teller
First National Bank of Pa
Altoona
- Processed deposits, withdrawals, transfers, loan payments, check cashing, supervised daily operations of the banks teller line including cash handling and balancing along with quarterly audits
Bookkeeping Assistant
First National Bank of Pa
Altoona
- Handle routine transaction by posting accurate entries to accounting records
- Researched discrepancies in customer accounts by analyzing customer payments against outstanding invoices
- Prepared journal entries for month-end close activities
Education
Computer Programing -
Computer Learning Network
Altoona, PA09.1988
High School Diploma -
Altoona Area High School
Altoona, PA06.1987
Skills
- Data entry
- Problem resolution
- Attention to detail
- Multitasking capacity
- Account verification and reconciliation
- Adaptability and flexibility
- Bookkeeping
- Serve customer needs
- Recordkeeping requirements
Timeline
Assistant Manager
First National Bank of Pa
10.2019 - 01.2023
Relationship Banker
First National Bank of Pa
09.1988 - Current
Teller/Head Teller
First National Bank of Pa
Bookkeeping Assistant
First National Bank of Pa
Computer Programing -
Computer Learning Network
High School Diploma -
Altoona Area High School