Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Caitlin Van Wart

Pocatello

Summary

Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.

Overview

4
4
years of professional experience

Work History

Personal Banker III/Back Up Operations Supervisor

D. L. Evans Bank
10.2021 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
  • Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.
  • Cross-trained existing employees to maximize team agility and performance.
  • Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks and reports.
  • Attended applicable weekly, quarterly, and annual trainings to ensure proper policies and procedures were followed accurately and efficiently.

Caregiver, Special Needs

Progressive Behavior Systems
11.2020 - 02.2021
  • Enhanced the quality of life for special needs individuals by providing personalized care and attention.
  • Developed strong relationships with clients and families, fostering trust and open communication regarding care plans.
  • Recorded status and duties completed in logbooks for management.
  • Helped with home management tasks, meal preparation, grocery shopping, and routine cleaning.
  • Ensured timely administration of medications and treatments as prescribed by medical professionals.
  • Developed strong crisis management skills, working proactively to diffuse challenging situations and maintain a calm, supportive environment for special needs individuals.
  • Implemented behavior modification techniques to address challenging behaviors while maintaining respect for each individual''s unique needs.

Education

Certified Nursing Assistant And Med Tech - Healthcare

College of Southern Idaho
Twin Falls, ID
06-2021

Skills

  • Branch operations
  • Loans
  • Account maintenance
  • Regulatory compliance
  • Professionalism
  • Customer satisfaction
  • Positive attitude
  • Fraud prevention
  • Cash handling
  • Sales expertise
  • Relationship building and management
  • Business development

Accomplishments

  • Received the corporate award of "Top Personal Banker" for seven months running.
  • Awarded "Employee of the Year".
  • Established several multi-million dollar clients and continue to cultivate those relationships.
  • Consistently meeting and exceeding set annual goals.

Timeline

Personal Banker III/Back Up Operations Supervisor

D. L. Evans Bank
10.2021 - Current

Caregiver, Special Needs

Progressive Behavior Systems
11.2020 - 02.2021

Certified Nursing Assistant And Med Tech - Healthcare

College of Southern Idaho

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Caitlin Van Wart