Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Haley Gerberding

Winona

Summary

Dependable financial professional with experience in high-performance environments. Skilled in processing transactions, handling cash, using registers and/ or computers. Maintains high-level customer satisfaction by smoothly resolving customer requests, needs and problems. Delivers exceptional customer service and product expertise to drive customer satisfaction. Proficient in troubleshooting. Reliable and upbeat leader. Knowledgeable about products, payment processing and polices. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.

Overview

13
13
years of professional experience

Work History

Universal Banker II

Merchants Bank
02.2024 - Current
  • Openand close multiple types of accounts that best fit the customers needs. Order checks, debit cards, and assist with online banking.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing customers needs promptly.
  • Identified customer financial needs through in-person efforts, call lists, and referrals while providing strong product knowledge.
  • Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal hopes and dreams
  • Collaborated with team members to achieve branch goals. Creating a positive work environment.
  • Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for resolutions on problems encountered.
  • Investigated customer inquiries and resolved discrepancies in helpful manner.
  • Strong knowledge on IRA's And HSA's

Guest Service Leader-Safety& Wellness Champion

Kwik Trip, Inc
08.2012 - Current
  • Communicated with managers to discuss employee performance, report violations and assist with policy enforcement.
  • Communicated with employees and administered disciplinary action for significant cash discrepancies.
  • Led team members in specific areas by delegating tasks, answering questions and resolving conflicts.
  • Coached team members on service techniques to boost revenue and exceed customer expectations.
  • Supervised and trained staff on cash handling, check processing and POS transaction policies.
  • Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
  • Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.

Teller II -Vault Assistant

Merchants Bank
03.2023 - 02.2024
  • Balanced cash drawer/ vault daily. resolved discrepancies to provide accuracy in cash.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Identified opportunities to refer customers to new products
  • provide appropriate recommendations to customers.

Education

High School Diploma -

Logan High School
La Crosse, WI
05.2011

Skills

  • Building Customer Relationships and Loyalty
  • Teamwork and Collaboration
  • Computer Proficiency and Microsoft Office
  • Product Promotion
  • Time Management
  • Policies and Procedures
  • Excellent Written and Verbal Communication
  • Order Processing
  • Assigning Tasks
  • Fraud Detection
  • Adaptable and Flexible
  • Productivity Maximization
  • Maintaining Clean Work Areas
  • Goal-Driven

Additional Information

Motivated to grow into new opportunities. Given the opportunity, I can bring a valuable, dependable work ethic to any department. I look forward to having further discussions; references are available upon your request

Timeline

Universal Banker II

Merchants Bank
02.2024 - Current

Teller II -Vault Assistant

Merchants Bank
03.2023 - 02.2024

Guest Service Leader-Safety& Wellness Champion

Kwik Trip, Inc
08.2012 - Current

High School Diploma -

Logan High School

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Haley Gerberding