Kaleeah Davis Email & Phone Number

Chelsea, Michigan, United States

- Provided leadership and assistance for staff I was training- Trained staff on proper procedures, policies, regulations, and sales techniques - Branch keyholder- Open customer accounts (custodial, POA, Estate, Trust, Business, etc)- ATM and vault balancing- Process and verify customer wires using eWire software- Correct financial reporting- Maintaining dual control functions, customer traffic surveys, and regular branch audits- Project management - Monthly… Show more - Provided leadership and assistance for staff I was training- Trained staff on proper procedures, policies, regulations, and sales techniques - Branch keyholder- Open customer accounts (custodial, POA, Estate, Trust, Business, etc)- ATM and vault balancing- Process and verify customer wires using eWire software- Correct financial reporting- Maintaining dual control functions, customer traffic surveys, and regular branch audits- Project management - Monthly sales goals, daily customer call backs- Pulling morning branch reports and teller offages- Software's such as cardwizard, IBS, salesforce, Microsoft- process basic customer transactions (deposits, withdrawals, cash advance, official check printing, card printing, payments, etc) Show less

General knowledge of correct financial principles and practices, cash handling/CDM knowledge, member interaction/customer service, mail payments, night deposits, stop payments, check ordering, teller drawer audits, skip a pay payments for loans, relationship building, loan payments and/or payoffs, balancing ATM, Episys software, close accounts, opening new accounts, printing new debit cards, front desk operations.

Deposits/withdrawls, check/payment by phone, item control (on personal checks, money orders, cashiers checks), cross-offering products and services, sales calls, loan/visa payments and loan payoffs, balancing ATM and cash drawer, CDM, communication skills via email/IM/phone/in person, obtaining classified information about procedures/policies/and members, activation of cards, fraud prevention/fraud management, credit analysis, loan application process, loan portfolios, open accounts and shares,… Show more Deposits/withdrawls, check/payment by phone, item control (on personal checks, money orders, cashiers checks), cross-offering products and services, sales calls, loan/visa payments and loan payoffs, balancing ATM and cash drawer, CDM, communication skills via email/IM/phone/in person, obtaining classified information about procedures/policies/and members, activation of cards, fraud prevention/fraud management, credit analysis, loan application process, loan portfolios, open accounts and shares, card disputes, selling products and protections on loans. Show less

Sales, bill payments, payment disputes, upgrades, new line activation, ports (switching customers over from another cell provider), balancing cash drawer, inventory scans daily, computer/office work (excel, microsoft, apple software), handling customer needs/questions/concerns, marketing for small events in town, training new hires, assisting in scheduling.

Associate'S Degree, Business Administration And Management, General

Bachelor'S Degree, Human Resources Management/Personnel Administration, General, 3.91

I am attending Baker College for my Bachelor in Human Resource Administration.