Katherine Pease Email & Phone Number

• Discovered customer’s needs, and aided with any issues on their accounts.• Opened checking and savings accounts, credit cards, and loans.• Assisted customers with online and mobile banking.• Referred customers to a financial advisor, small business specialist and mortgage banker.• Helped the teller line by doing transactions such as deposits, withdrawals, transfers, and payments, etc.

• Associate responsible for handling the paperwork for all the customers buying cars and selling their car to CarMax, as well as all the title paperwork. • Handled the cash drawer, and performed end of the day balancing. • Managed the front desk for answering phone calls, paperwork for test drives, and the contact for sales associates.

4000 Central Florida Blvd, Orlando, Fl 32816

• Associate responsible for assisting residents with housing and university concerns. • Aided the Area Coordinator and Graduate Assistants with housing life marketing materials.• Handled resident issues in a timely and professional manner while upholding the highest standards of the University.

• Responsible for updating spreadsheets, filing client profiles, and creating financial kits. • Assisted retirement planning advisors on appointments with their clients about their finances.

8935 Conroy Windermere, Orlando, Fl 32835

• Associate responsible for serving customers and maintaining the register.• Maintained cleanliness standards throughout location.• Performed opening and closing procedures for location.