Kimberly Smith
Columbus
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
32
32
years of professional experience
1989
1989
years of post-secondary education
Work History
Relationship Banker
Old National Bank
Columbia
07.2024 - 04.2025
- Provided financial advice tailored to client needs and goals.
- Maintained accurate records of customer interactions and transactions daily.
- Facilitated communication between clients and bank departments for service resolution.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Advised customers on bank products, services and financial planning options.
Retail Banker
Woodforest National Bank
Columbus
11.2022 - 06.2024
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services available.
- Processed loan applications and verified documentation accuracy.
- Managed cash drawer and balanced transactions at the end of shifts.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
Medical Receptionist
Max Henry MD
Columbia
03.1993 - 01.2006
- Greeted patients warmly and ensured a positive first impression.
- Managed patient scheduling and coordinated appointments efficiently.
- Maintained electronic health records with accuracy and confidentiality.
- Processed insurance claims and verified patient eligibility promptly.
- Assisted with the intake process, collecting necessary patient information.
- Checked patients in and out for appointments and collected co-payments.
- Prepared charts for new patients, ensuring all necessary forms were completed correctly.
- Verified insurance coverage for appointments and collected co-payments as required.
- Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians and medical assistants.
Education
Columbus North Bigh School
Columbia, INSkills
- Financial advising
- Loan processing
- Account management
- Transaction recording
- Customer relationship management
- Banking regulations
- Attention to detail
- Financial services
- Teller background
- Cash flow management
References
References available upon request.
Timeline
Relationship Banker
Old National Bank
07.2024 - 04.2025
Retail Banker
Woodforest National Bank
11.2022 - 06.2024
Medical Receptionist
Max Henry MD
03.1993 - 01.2006
Columbus North Bigh School