Lisa Coffey
Dry Ridge
Summary
Resourceful professional in hospitality management known for high productivity and efficient task completion. Possess specialized skills in guest relations, event coordination, and problem-solving. Excel in communication, adaptability, and time management, ensuring smooth operations and superior guest satisfaction.
Overview
30
30
years of professional experience
Work History
Concierge Banker 2
Forcht Bank
Crittenden
09.2022 - Current
- Ensured compliance with safety regulations within the workplace by following
- Opened consumer and business accounts.
- Maintained confidentiality of guest information and transactions.
- Handled complaints from customers in an efficient manner while working towards satisfactory resolutions.
- Informed customers about new products or services available through the bank.
- Cross-sold bank products such as credit cards, loans, and insurance policies.
- Provided excellent customer service by responding promptly to requests or inquiries.
- Handled cash deposits and withdrawals accurately according to established procedures.
- Explained banking procedures and regulations to customers accurately.
- Reconciled discrepancies between teller cash counts and computerized records on a daily basis.
- Collected deposits or payments and arranged for billing.
- Provided account information and answered customer inquiries in a timely manner.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
- Maintained records of customer accounts including transactions and balances.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Received telephone calls from customers regarding their accounts or services provided by the bank.
- Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
- Checked customers' identification when necessary in compliance with anti-money laundering regulations.
- Prepared daily activity reports for management review.
- Processed wire transfers in accordance with established policies and procedures.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Verified customer signatures against signature cards on file at the branch.
- Completed day-to-day duties accurately and efficiently.
- Worked effectively in team environments to make the workplace more productive.
- Key holder, opened/closed branch
- Field trainer for incoming staff
Branch Relationship Banker
Truist Bank
Fort Mitchell
09.2021 - 08.2022
- Ensured compliance with bank policies and procedures, as well as applicable laws and regulations.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Key holder, opened/closed branch
- Maintained customer accounts
- Performed all customer transaction, deposits, withdrawals, transfers, and payments
- Performed till and vault balancing
- Performed fed cash orders and fed shipments
- Advised customers on bank products, services and financial planning options.
- Cross-sold bank products such as credit cards, debit cards, investments and insurance plans to existing customers.
Customer Service Supervisor
Kohls Department Store
Walton
10.2012 - 04.2017
- Monitored customer service performance metrics, such as call response times, resolution rates, and customer satisfaction ratings.
- Discussed job performance problems with employees, identifying causes and issues to find solutions.
- Enhanced company-wide procedures and policies to improve employee morale and boost customer satisfaction.
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Evaluated employee job performance and motivated staff to improve productivity.
- Created reports on daily, weekly, monthly basis related to customer service activities.
- Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
- Interpreted and explained work procedures and policies to brief staff.
- Delegated work to staff, setting priorities and goals.
- Worked closely with front-end staff to assist customers.
- Maintained work area and kept cash drawer organized.
- Key holder, opened/closed store
- Managed cash office
- Performed all deposits
Shift Manager
McDoanlds
Walton
04.1995 - 01.2013
- Enforced company policies, answered coworkers' questions and trained new personnel.
- Upheld company standards and compliance requirements for operations.
- Inspected work areas regularly for cleanliness and organization standards.
- Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
- Trained new employees on company policies, procedures, and job responsibilities.
- Helped employees accomplish tasks during peak periods.
- Directed and led employees and team members on effective operations, methods and procedures.
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
- Identified needs of customers promptly and efficiently.
- Ensured compliance with health and safety regulations.
- Ensured compliance with food safety regulations and quality standards.
- Enforced safety standards throughout the store including proper use of equipment.
- Analyzed sales reports for trends in order to identify areas for improvement or growth opportunities.
- Managed daily cash intake by counting out registers and tabulating profits.
- Performed shift deposits
- Performed bank deposits and change orders
- Key holder, opened/closed the store
Education
High School Diploma -
Grant County High School
Dry Ridge, KY06-2000
Skills
- Customer service
- Account management
- Cash handling
- Regulatory compliance
- Management
Languages
English
Professional
Timeline
Concierge Banker 2
Forcht Bank
09.2022 - Current
Branch Relationship Banker
Truist Bank
09.2021 - 08.2022
Customer Service Supervisor
Kohls Department Store
10.2012 - 04.2017
Shift Manager
McDoanlds
04.1995 - 01.2013
High School Diploma -
Grant County High School