Katy Wooten Email & Phone Number

Mooresville, North Carolina, United States

I’m so excited to announce that I’ve had the pleasure of becoming a part of the great organization that is United Bank! I have started my Universal Banker training as of today and I could not be more thrilled. Grateful for the support of my family, friends, and team, and looking forward to this adventure!

Statesville, North Carolina, United States

Ensures a consistent client service experience through primarily handling clients’ transactional needs, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders, cashier’s checks and redeeming savings bonds.Perform more complex transactions (with assistance as necessary) such as: large commercial deposits, close out transactions, cash advances.Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation and an Enthusiastic Positive Attitude while conducting transactions and uncovering needs.Supports team sales process by making client calls, checking for client offers, and referring clients to the appropriate branch team member or specialist when a non-transactional client needs or opportunity is identified.Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.Commits to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.Proactively engages clients in conversation, assisting with making appropriate product recommendations, and serving as a backup contact for opening and servicing basic accounts or referring the client to other internal specialists.Cross trained in account opening as well as account servicing

Salisbury, North Carolina, United States

Customer serviceAnswering multi-line phonesAppointment schedule and verification Patient intake and discharge Proficient in the use of Cornerstone software

Statesville, North Carolina, United States

Provides excellent customer serviceGenerates new sales General clerical duties, including but not limited to, answering phones, taking messages, and securing cash revenueCalendar coordination for cleaning and maintenance personnel.Maintains accurate resident recordsPoint of contact for all residents, current and potentialShows properties to potential tenantsMonthly rent collectionCo-hosted Airbnb experiences and provided guest services

Statesville, North Carolina, United States

Supervised and managed up to seven people daily Responsible for maintaining customer service standards, meeting sales goals, inventory management and training new hiresCash management

Client services, phone servicesAppointment scheduling and follow up Acquiring new business by telemarketing Secretarial tasks,(typing, dictation, filing, etc.) Accounts payable/Accounts receivable using QuickBooks Accounting Software