Kaleigh E. Dunn
Haverhill
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
9
9
years of professional experience
Work History
Personal Banker
Northern Bank & Trust Company
04.2024 - Current
- Opens and closes branches
- Signs Official checks in accordance with the transaction amount
- Provides exceptional service to the Bank’s customers regarding daily teller, service, and new account transactions, addressing inquiries, understanding/determining needs, and resolving problems
- Processes customer transactions in an efficient, accurate and friendly manner
- Opens new accounts and accesses customer accounts to process online and offline transactions and corrections in an efficient, accurate and friendly manner.
- Accurately balances cash drawer daily
- Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin
- Utilizes needs-based sales/service techniques to elicit the needs of customers and match those needs to the Bank’s available products and services
- Consistently meets or exceeds sales goals.
- Provides assistance to other branch employees and assists in training new employees. Follows the Bank’s policies and regulatory requirements
- Account maintenance including but not limited to: foreign and domestic wires, stop payments, address changes, account title changes, etc.
- Follows the Bank’s policies and regulatory requirements
Universal Banker
M & T Bank
09.2022 - 03.2024
- Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.
- Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs
- Customer) processes and related activities
- Identify and escalate cases of suspected fraud
- Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partners
Banker IV
People’s United Bank
05.2021 - 09.2022
- Bank Tellers are responsible for discussing customer financial needs, cross-selling banking products and services, performing routine banking transactions, and balancing the cash drawer; all while delivering excellent customer service.
Student Ambassador
New England College
09.2017 - 05.2021
- Campus Tour guide for prospective students and their families, providing valuable information on various campus events and programs.
- Utilized Excellent at interpersonal communication skills in recruiting.
- Design and Create acceptance packets for accepted students that led to higher enrollment.
- Prepare and deliver visit packs for prospective students.
- Helped increase admissions through recruitment.
Women’s Ice Hockey Student Assistant / Manager
New England College Athletics
09.2020 - 11.2020
- Created donor lists to assist in fundraising and budgeting.
- Compiled recruiting information and assisted in recruiting of student athletes.
- Assisted with day-to-day operations of the team including creating a travel log and tracking fitness of athletes.
Style Advisor and Sales
Justice, Burlington, MA
12.2016 - 08.2020
- Greeted customers at the door, provided the best customer service possible
- Maintained accurate cash registers and customer information and efficiently completed POS transactions.
- Completed sales, customer service, and opened the most credit cards for the store on a regular basis.
Education
B.A. - Sport and Recreation Management
New England College
05.2021
Skills
- CPR Certified
- Certified in Microsoft Office
- Customer service
- Cash handling
- Branch operations
- Banking policies and procedures
- Teller support
Websites
Timeline
Personal Banker
Northern Bank & Trust Company
04.2024 - Current
Universal Banker
M & T Bank
09.2022 - 03.2024
Banker IV
People’s United Bank
05.2021 - 09.2022
Women’s Ice Hockey Student Assistant / Manager
New England College Athletics
09.2020 - 11.2020
Student Ambassador
New England College
09.2017 - 05.2021
Style Advisor and Sales
Justice, Burlington, MA
12.2016 - 08.2020
B.A. - Sport and Recreation Management
New England College