Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julie Kucera

Cedar Bluffs

Summary

Dynamic banking professional with extensive experience at Community State Bank, excelling in transaction processing and customer service. Proven ability to enhance client satisfaction through effective problem-solving and attention to detail. Skilled in digital banking and account servicing, consistently delivering exceptional results while maintaining a positive attitude and fostering teamwork.

Organized Banking Assistant knowledgeable about products and services. Devoted to customer relations and reliable in delivering expert clerical support to team members. Versed in security standards, fraud prevention and application processes.

Willing to take part in out of the office events, loves to have fun and works well with others.

Has a knack of decorating the bank inside and outside.

Overview

46
46
years of professional experience

Work History

Banking Assistant

Community State Bank
08.2012 - Current
  • Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
  • Assisted clients in navigating account inquiries, enhancing overall customer satisfaction and retention.
  • Managed daily cash flow activities, maintaining precise records of deposits and withdrawals.
  • Collaborated with team members to streamline operational procedures, improving service delivery times.
  • Monitored account activity for discrepancies, implementing corrective actions to prevent fraud risks.
  • Developed training materials to support ongoing staff development and regulatory compliance awareness.
  • Managed customer service inquiries and pinpointed and implemented proper path to resolution.
  • Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
  • Provided exceptional customer service, contributing to a positive reputation for the bank.
  • Assisted customers with various online banking inquiries ensuring seamless user experience.
  • Successfully resolved customer complaints promptly and professionally, preserving client loyalty and trust in the institution.
  • Streamlined account opening processes for faster service, resulting in increased new accounts.
  • Advised customers of products and services and assisted bankers in delivering superior customer service.
  • Maintained strict confidentiality of client information, upholding the bank''s privacy standards.
  • Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.
  • Assisted commercial banking team with collection and clearing of document exceptions and collected past due loan payments.
  • Enhanced customer satisfaction by providing efficient and accurate banking services.
  • Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.
  • Processed applications for new accounts.
  • Educated customers on online banking and mobile banking applications.
  • Trained new hires on customer service policies and procedures.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Monitored and verified suspicious activity on customer accounts.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Calculated fees due, interest and change for customer transactions.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Generated monthly reports on customer activity and customer feedback.
  • Received loan and utility payments, sending funds to correct destinations.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Processed wide variety of retail banking transactions for personal and commercial customers.

Farm Hand

Kucera Farms
06.1982 - Current
  • Operated farm machinery to assist in crop harvest
  • Maintained farm operation bookkeeping
  • Prepared meals & lunches for workers

School Assistant

Cedar Bluffs Public School
05.2001 - 08.2009
  • Supported teachers in daily classroom activities and lesson preparation
  • Helped with meal and snack preparation and feeding children.
  • Supported teachers with instructional materials, setting up equipment, and organizing resources for efficient lesson delivery.
  • Attended staff training sessions, meetings and programs sponsored by school and district.
  • Handled administrative tasks such as data entry, filing documents, and updating student records accurately.
  • Assisted classroom teacher in supervising snack time and indoor and outdoor play.
  • Prepared instruction materials, constructed bulletin boards, and set up work areas.
  • Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
  • Copied, organized and distributed classroom assignments or other paperwork.

Bookkeeping Assistant, Bank Teller

First National Bank
06.1979 - 12.1986
  • Operated proofing machines encoding checks, filing canceled checks, prepared bank statements.
  • Bank Cashier
  • Bank Teller at Main Bank & Drive Up
  • Addressed customer inquiries regarding transaction details, providing clear explanations and excellent customer service skills.
  • Reconciled account balances accurately by comparing original documents against processed transaction reports.
  • Processed financial transactions of deposits, payments, checks, and withdrawals by encoding numerical data.
  • Operated proof machine to list, sort and prove credits, debits and deposits.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Referred customers to other banking departments for specialized services.

Education

High School Diploma -

Bergan High School
Fremont, NE
05-1979

Skills

  • Teller transactions
  • Account servicing
  • Loan processing
  • Transaction processing
  • Currency tracking
  • Safety box oversight
  • Banking regulations
  • Account confidentiality
  • Digital banking
  • Data entry
  • Customer service
  • Reliable and responsible
  • Cash handling
  • Honest and dependable
  • Customer Service-oriented
  • Decision-making
  • Balance transfers
  • Discrepancy resolution
  • Attention to detail
  • Balance verification and reconciliation
  • Bank deposits
  • Event scheduling
  • Sorting and filing
  • Exceptional customer service
  • Accounting systems and software
  • New account setup
  • Pleasant and personable
  • Identity verification
  • Payment processing
  • Process monitoring
  • Data security and validation
  • Customer loan processing
  • Currency exchange
  • Cash drawer reconciliation
  • Night and safe deposit procedures
  • Signature verification
  • Cash supply orders
  • Positive attitude
  • Teamwork
  • Multitasking
  • Problem-solving abilities
  • Reliability
  • Customer service excellence
  • Excellent communication
  • Adaptability and flexibility
  • Recordkeeping and documentation

Timeline

Banking Assistant

Community State Bank
08.2012 - Current

School Assistant

Cedar Bluffs Public School
05.2001 - 08.2009

Farm Hand

Kucera Farms
06.1982 - Current

Bookkeeping Assistant, Bank Teller

First National Bank
06.1979 - 12.1986

High School Diploma -

Bergan High School

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Julie Kucera