Kristin Gjerde
Madison Lake
Summary
Dynamic banking professional with extensive experience at CCF Bank, excelling in branch operations and customer needs assessment. Proven track record in enhancing service quality and financial literacy, while effectively processing transactions and loans. Skilled in cash handling and fostering client relationships, ensuring high satisfaction and retention rates.
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Overview
16
16
years of professional experience
Work History
Universal Banker
CCF Bank
Mankato, MN
05.2021 - Current
- Assisted customers with account inquiries and transaction processing to enhance service quality.
- Educated clients on banking products and services, promoting financial literacy and informed decision-making.
- Processed loan applications and conducted credit checks to ensure compliance with lending policies.
- Collaborated with team members to streamline branch operations, improving workflow efficiency.
- Resolved customer complaints promptly, contributing to overall client satisfaction and retention rates.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Teller/Loan Officer
Community Bank
Mankato, MN
11.2009 - 05.2021
- Processed customer transactions accurately, ensuring prompt service.
- Maintained cash drawer integrity through diligent balancing and reconciliation.
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Educated customers on bank products and services to enhance financial literacy.
- Mentored junior staff to foster professional development and enhance team performance.
- Implemented best practices for compliance with banking regulations and security protocols.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Financial Counselor
Mayo Clinic Health System
Mankato, MN
08.2015 - 04.2021
- Guided patients through financial assistance programs to enhance access to healthcare services.
- Evaluated patient financial situations and developed tailored payment plans for optimal outcomes.
- Collaborated with insurance providers to clarify coverage options and address billing inquiries effectively.
- Educated patients on financial responsibilities, ensuring understanding of costs associated with care.
Education
No Degree - Business Management
South Central College
North Mankato, MNHigh School Diploma -
Maple River
Mapleton 06-1999
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Wire transfers
- Deposit processing
- Transaction processing
Timeline
Universal Banker
CCF Bank
05.2021 - Current
Financial Counselor
Mayo Clinic Health System
08.2015 - 04.2021
Teller/Loan Officer
Community Bank
11.2009 - 05.2021
No Degree - Business Management
South Central College
High School Diploma -
Maple River