Annalauren Taylor
Frankfort,KY
Summary
Hardworking and passionate Financial Service Representative with strong relationship-based skills, eager to develop their team to support the organizations strategic plan.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Services Representative Specialist
Commonwealth Credit Union
06.2021 - Current
- Embraces and supports serving the next member in the lobby, on the teller line, and the phone.
- Building productive relationships with prospective and competitive members to drive sustained growth.
- Actively engages in team meetings and in assigned committees. Establishes close working relationships and supports teammates in all departments of the organization.
- Consistently seeks development opportunities from all aspects of the organization.
- Networking through external platforms to support the growth of Commonwealth Credit Union.
- Actively seeks opportunities to offer team support in any area needed. (Training, coverage, etc.)
- Serving as committee member on multiple platforms to support overall mindset of organization.
Teller/CSR
Whitaker Bank
01.2020 - 06.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- 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.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Assisted with training of new tellers on policies and procedures.
- Generated and processed monthly reports on customer activity and accuracy within the organization.
Jewelry Consultant
Kay Jewlers
10.2019 - 01.2020
- Displayed merchandise by arranging in appealing ways to boost sales.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Processed applications for financing and offered guidance for payments that would best suit our customer.
Sales Representative
Neil Huffman Auto Group
04.2019 - 10.2019
- Negotiated contracts with clients and developed relationships with key personnel.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Listened to customer needs and desires to identify and recommend optimal products.
- Developed strong rapport with customers and created positive impression of business.
Event Coordinator/Waitress
Skybar
06.2018 - 02.2019
- Coordinated schedules and timelines for events.
- Brainstormed and implemented creative event concepts and themes.
- Managed event logistics and operations.
- Performed event coordination for larger parties and gatherings.
Server/Hostess
Grey Goose
02.2015 - 04.2017
- Served food and beverages promptly with focused attention to customer needs.
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
Education
High School Diploma -
Woodford County High School
Versailles, KY06.2015
Skills
- Communication
- Adaptability
- Relationship Building
- Team Motivation
- Reliability
- Problem-Solving
- Product and Service Knowledge
- Patience
- Collaboration
- Compassion
Affiliations
- Ambassador for Frankfort Area Chamber of Commerce
- Board Member for Flyer Credit Union
- Co-Chair for AMP'T Committee
Certification
- Certified Credit Union Financial Counselor (CCUFC)
- Notary Public
Timeline
Financial Services Representative Specialist
Commonwealth Credit Union
06.2021 - Current
Teller/CSR
Whitaker Bank
01.2020 - 06.2021
Jewelry Consultant
Kay Jewlers
10.2019 - 01.2020
Sales Representative
Neil Huffman Auto Group
04.2019 - 10.2019
Event Coordinator/Waitress
Skybar
06.2018 - 02.2019
Server/Hostess
Grey Goose
02.2015 - 04.2017
High School Diploma -
Woodford County High School
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