Kimberly Stewart

EMAIL: kimberlycstewart@yahoo.com

Experience
SALES & SERVICE SPECIALIST, BANK OF AMERICA, PORTLAND, OR 03/2013-10/2013
As a Sales & Service Specialist and Acting Supervisor, I was responsible for the day-to-day duties of a
banking center. I oversaw and provided customer service, conflict resolution, sales, operations, business
development, and branch productivity. All while staying in compliance with bank, state, and federal
government regulations.
My duties included overseeing and conducting compliance procedures with banking center employees. In
doing this, I ensured all opening and closing procedures were in compliance with banking center
regulations. I monitored and maintained logs and records on paper and computer. I monitored and audited
banking centers cash boxes, keys, cashier checks, proof work, signature cards, authentication forms, and
security bank access. I conducted dual surprise cash counts for tellers, vault, and ATM. I also sold and
ordered U.S. and foreign currency and was responsible for reporting cash, check, money laundering, and
fraud. To comply with established regulations, I regularly completed Customer Transaction Reviews
(CTRs) for any suspected fraudulent activities and Transaction Review Memorandums (TRMs) to report
deposits in excess of $10,000.00. I had the authority to grant exception overrides to customers and
employees up to $100,000.00.
In addition to overseeing activities of the branch, I processed customer information during check-in and
check-out. During that time I provided customer service, referrals, sales, and business development
opportunities based on customer information. I also handled incoming calls along with customer conflict
resolution. I was also responsible for the technical aspect of the branch and ensured transaction security. I
opened and closed accounts, processed checks, money orders, ordered and sold US and foreign currency
for individuals and the branch, ordered personal and business checks, opened safe deposit box accounts,
account maintenance, wire transfers, ATM, and scanned proof work. In doing so, I verified personal
identification documents such as drivers licenses, passports, and a variety of immigration documents. I also
verified personal information by asking questions to ensure account security.
TELLER, BANK OF AMERICA, OREGON CITY, OR 03/2012-03/2013
As a Teller and branch Spanish translator, I was responsible for knowing and educating in-depth banking
and financial services. I have the ability to handle and respond to customer complaints in a professional
manner and provide resolution. I also have excellent mathematical skills and knowledge of basic computer
applications and internet.
My tasks included processing complex financial transactions accurately and efficiently. These include:
depositing, withdrawing, transferring, payment processing, currency change, cashier checks, and savings
bonds. I was responsible for ensuring account security by verifying identification documents. I also had
sole access to the ATM which involved pulling, balancing, and mid-day adjustments.
My achievements include: 100% cash handling accuracy, Bronze Professional Teller Excellence Award,
Gold Performing Professional Teller award.

CREDIT ADVISOR, COASTAL CREDIT SOLUTIONS SAN DIEGO, CA 02/2007-02/2008

As a Credit Advisor I was responsible for analyzing and assessing peoples financial needs. I provided
guidance on handling debts such as credit cards and home loans and paying off loans on time. I became an
expert in interpreting loan documentation, account details, income, and home expenses. With this
information I analyzed repayment capacity and drafted a repayment plan that allowed clients to pay off
their loans in affordable installments. Based on my duties, I had access to sensitive customer information
and was responsible for securing private personal information.
My achievements include: Top 5 sales representative, Platinum Seller, First Platinum Seller in Class.

Education
Nampa Senior High school, Nampa, ID- High School Diploma, 2001
University of Texas at El paso, TX, 2009-2011
Coursework equivalent to certification as a Certified Nursing Assistant in preparation to obtaining a
Bachelors of Science in Nursing.
Clark College, Vancouver, WA, 2015-present
Currently enrolled in Accounting 201, Economics 201, Business Law

Skills
Answer Client Questions, Accuracy, Attention to Detail, Balance Allocation, Banking Software,
Intermediate Spanish Language Proficiency, Cash Drawer Maintenance, Deposits, Computer Programs,
Communications, Cross Sales of Service, Customer Relations, Customer Service, Dedication, Detail
Oriented, Directing Customers, Establishing Procedures, Excel, Exercising Discretion, Financial Service
Recognition, High Level of Accuracy, judgment Calls, Maintenance, Maintenance of Petty Cash, Major
Attention to Detail, Making Change, Math, Microsoft Office, Microsoft Word, Money Handling, Monetary,
Positive Atmosphere, Processing Banking Transactions, Proper Handling of Transactions, Proposing
Transaction Problems, Receiving Banking Transactions, Reconciliation, Record keeping, Transaction
Inquiries, Trial Balancing, Verbal Communication, Verifications, Verifying Transactions, Withdrawals,
Emails, Written Communication, Referrals, Sales, Product Expert, Personal Banker.

References
Kara Dodge- Assistant Manager, Bank of America, 503-314-6226
Daniel Harbison- Registured Nurse, 512-779-2631
Cyndee Walsh- Training Manager, 858-736-6601
Ping Liang- Sales & Service Specialist, Bank of America, 503-863-7477

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