Kelsey Culp
Morganton,NC
Summary
Detail-oriented Bank Teller with over 10 years in administrative and clerical operations, providing efficient and customer-focused financial services. Proven expertise in transaction accuracy, compliance with financial regulations, and maintaining secure banking and administration practices. Recognized for reliability and professionalism in managing high-volume tasks with precision.
Overview
11
11
years of professional experience
Work History
Teller
Wells Fargo
02.2025 - Current
- Provided and ensured exceptional customer service, acting as the first point of contact for customers.
- Built customer relationships by actively listening to their needs and addressing them.
- Assisted customers with a variety of banking needs, including account inquiries and troubleshooting,
- Processed customer transactions efficiently and accurately, including deposits, withdrawals and check cashing.
- Performed basic administration tasks regarding banking products by handling phone calls, inquiries and emails.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Handled complex transactions such as those involving foreign currency, merchant/vault services and ATM processing.
- Issued and redeemed money orders, cashier checks, travelers checks and savings bonds.
- Ensured compliance with established polices, procedures and regulations.
- Identified and prevented customer information and assets.
- Promoted bank products and services, such as savings and checking accounts and credit cards.
- Generated leads and referred customers to other bankers or specialists for more complex needs.
- Educated customers on digital and mobile banking solutions.
- Collaborated with team members to streamline daily operations, improving service delivery times.
- Resolved customer inquiries and complaints promptly, fostering positive relationships and loyalty.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
Senior Executive Officer
Herron Heating and Cooling, LLC
09.2023 - 02.2025
- Provided exceptional customer service.
- Attentive to all customers needs and inquiries regarding a promoted product.
- Identified and worked compassionately with customers in various emotional states.
- Answered internal/external calls any new/existing customers.
- Dispatched service calls and maintained an attainable schedule for service techs.
- Managed customers requests and followed through for each service provided.
- Manage the staffing process, including recruiting, interviewing, hiring and onboarding.
- Ensured job descriptions were up to date and compliant with all local, state and federal regulations.
- Developed training materials and performance management programs to help ensure employees understand their job responsibilities.
- .Followed up and resolved any delinquent accounts.
- Responsible for all finances within the company; bank deposits, accounts receivable, filing and recording monthly sales tax, balancing business checking, maintain and recordings of all expenses
- Processed weekly payroll for employed staff.
- Maintained proper documentation needed for customer jobs.
- Requested and retrieved mechanical and electrical permits for scheduled installs and/or change-outs.
- Processed financing upon customers requests
- Created and maintained customers yearly service agreements.
- Required to use computer skills: Windows based computer systems, word processing, MS Word, MS Excel, MS Publisher, Outlook, Quickbooks, web search and other skills needed to effectively use the practice management software program; Housecall Pro
Practice Manager
Morganton Animal Clinic
02.2015 - 09.2023
- Provided exceptional customer service at all times.
- Responsible for answering and triaging any incoming calls.
- Scheduled appointments any surgical procedures.
- Managed record requests between other hospitals and specialty practices.
- Manage the staffing process, including recruiting, interviewing, hiring and onboarding.
- Ensured job descriptions were up to date and compliant with all local, state and federal regulations.
- Developed training materials and performance management programs to help ensure employees understand their job responsibilities.
- Educated all clients on services and procedures provided.
- Processed all payment transactions.
- Maintained proper documentation in the electronic medical record.
- Responsible for relaying appropriate information to/from clients to doctors and/or management.
- Required to use computer skills: Able to use Windows based computer systems, word processing, email, MS Word, MS Excel, MS Publisher, web search and other skills needed to effectively use the practice management software program; AviMark.
Social Media Manager
Morganton Animal Clinic
08.2014 - 09.2023
- Maintained strategic use social media for brand awareness and impressions.
- Required to be knowledgeable of Facebook, Twitter, Pinterest, Instagram, Google+ and other social media best practices.
- Maintained SEO and web traffic metrics.
- Maintained social media KPIs.
- Maintained company's social media platforms; Facebook, GoDaddy.
- Responsible for maintaining company's website; web design and publishing.
Veterinary Assistant
Morganton Animal Clinic
08.2014 - 09.2023
- Determined animal requirements by conducting examinations and interviews; reviewing care plans and records; completing laboratory tests and studies and diagnostic imaging.
- Required to take vital signs; collecting samples; administering medications, drugs and vaccines; bandaging and wrapping wounds; performing hydrotherapy, physical and inhalation therapies.
- Supported animal examinations by assembling required supplies and instruments; securing and bringing animals to examination room; restraining animals; providing assistance as directed; explaining animal's status to owner.
- Maintained animal records by documenting animal conditions, reactions, and changes; updating database in AviMark.
- Maintained equipment by following operating instructions; troubleshooting breakdowns; maintaining equipment supplies; performing preventive maintenance; calling for repairs.
- Monitored patient vital signs and reported changes to veterinary staff for timely interventions.
Education
Business and Marketing - Business Administration And Management
WPCC
Morganton, NC08-2021
Nursing Administration - Nursing Leadership And Management
Pensacola State College
Pensacola, FL01.2010
Skills
- Administration Support
- Basic Troubleshooting
- Exceptional Customer Service
- Database, Documentation
- Managing Files, Record Management
- Microsoft Excel, Office, Word, Spreadsheets
- Policy and Procedure Development
- Quickbooks, Account Reconciliation
- Strategic Consulting
- Workflow Management
Timeline
Teller
Wells Fargo
02.2025 - Current
Senior Executive Officer
Herron Heating and Cooling, LLC
09.2023 - 02.2025
Practice Manager
Morganton Animal Clinic
02.2015 - 09.2023
Social Media Manager
Morganton Animal Clinic
08.2014 - 09.2023
Veterinary Assistant
Morganton Animal Clinic
08.2014 - 09.2023
Business and Marketing - Business Administration And Management
WPCC
Nursing Administration - Nursing Leadership And Management
Pensacola State College