MAKALA Keys
New Bern
Summary
Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value.
Overview
7
7
years of professional experience
4048
4048
years of post-secondary education
Work History
Personal Banker I
Fifth Third Bank
Belmont
10.2025 - Current
- Assisted clients with account inquiries and banking services.
- Facilitated loan applications and credit assessments for customers.
- Educated clients on financial products and services available.
- Reviewed credit reports and assessed financial histories of applicants.
- Processed loan applications and verified borrower information for accuracy.
- Managed client relationships through regular communication and follow-ups.
- Educated clients on financial products and investment options available.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
- Ensured compliance with company security protocols for cash management.
Retail Banker II
Woodforest National Bank
Charlotte
12.2023 - 10.2025
- Assisted customers in opening new accounts, processing deposits and withdrawals, and resolving account discrepancies.
- Educated customers on the benefits of online banking services through one-on-one demonstrations.
- Developed strong relationships with customers by providing exceptional service throughout the entire transaction.
- Conducted financial analysis for clients to determine appropriate loan packages based on individual needs.
- Utilized problem solving skills to resolve customer inquiries quickly and accurately.
- Answered telephones to assist customers with questions and inquiries.
- Counted currency, coins and checks received, by hand, and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank.
- Assisted customers with loan applications and explained banking products clearly.
- Educated clients on digital banking tools to improve user experience.
- Collaborated with team members to maintain branch operations and workflow efficiency.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Developed marketing strategies for branch promotions aimed at increasing customer traffic.
Automotive Parts Specialist
O'Reilly Auto Parts
New Bern
10.2020 - 12.2023
- Assisted customers with automotive parts orders, providing advice and technical support to ensure the correct part was ordered.
- Created effective marketing strategies designed to increase sales of car parts in store locations.
- Provided exceptional customer service by promptly responding to inquiries and addressing any issues that arose in a timely manner.
- Maintained an organized workspace, accurately tracking incoming and outgoing shipments of car parts.
- Processed payments for automotive part purchases while adhering to company policies and procedures.
Assistant Manager
Moore's BBQ
New Bern
05.2019 - 10.2020
- Resolved customer complaints quickly and effectively while maintaining a high level of professionalism.
- Managed daily operations of the store, including scheduling staff, assigning tasks, and overseeing inventory control processes.
- Communicated with clients to address questions, concerns, and needs and provide quality customer service.
- Utilized knowledge of company products and services to make recommendations and up-sell items according to customer needs.
Education
Managerial Economics -
University Of Illinois
Highschool -
New Bern Highschool
Skills
- Cash handling proficiency
- Fraud prevention
- Financial product sales
- Financial planning
- Investment advising
- Loan processing
- Vault teller operations
- Teamwork and collaboration
- Multitasking
- Attention to detail
- Recordkeeping and documentation
- Time management abilities
- Cash handling and management
- Professionalism
- Customer Service-oriented
- Relationship building and management
- Account services
- Financial statements
- Compliance, banking laws, and regulations
- Product knowledge
- Analytical thinking
References
References available upon request
Languages
Spanish, Intermediate
Timeline
Personal Banker I
Fifth Third Bank
10.2025 - Current
Retail Banker II
Woodforest National Bank
12.2023 - 10.2025
Automotive Parts Specialist
O'Reilly Auto Parts
10.2020 - 12.2023
Assistant Manager
Moore's BBQ
05.2019 - 10.2020
Managerial Economics -
University Of Illinois
Highschool -
New Bern Highschool