Brooke Wolske
Ashburn
Summary
Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products. Previous experience in small consumer loan processing from start to finish. Proficient in handing customers in high tension situations, with missing payments and finding the best solution.
Overview
3
3
years of professional experience
2018
2018
years of post-secondary education
Work History
Universal Banker II
South Georgia Banking Company
Ashburn
08.2025 - Current
- Assisted customers with account inquiries and transactions.
- Educated customers about banking products and services to enhance their experience.
- Handled cash transactions accurately while maintaining compliance with policies.
- Collaborated with team members to improve customer service processes.
- Resolved customer issues promptly to ensure satisfaction and retention.
- Participated in training sessions to enhance knowledge of banking regulations and products.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Answered telephone inquiries regarding account balances, fees or general information.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Verified customer identity through driver's license or other forms of identification.
- Advised customers on how to use mobile banking applications effectively.
Universal Banker II
Colony Bank
Sylvester
12.2024 - 08.2025
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Answered telephone inquiries regarding account balances, fees or general information.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Completed routine transfers, deposits and bill payments.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Identified transaction errors when debits and credits did not balance.
- Prepared official checks for customer and internal bank needs.
Customer Service Representative
1st Franklin Financial Corporation
Cordele
01.2023 - 12.2024
- Assisted customers with inquiries regarding financial products and services.
- Processed loan applications and verified customer information efficiently.
- Resolved customer complaints by providing accurate information and support.
- Reviewed loan applications for completeness and accuracy.
- Communicated with clients to gather necessary documentation.
- Ensured compliance with regulatory requirements throughout the process.
- Managed timelines to meet loan processing deadlines effectively.
- Assisted team members in resolving client inquiries and issues.
- Investigated customer complaints regarding billing errors or discrepancies on loans.
- Implemented strategies designed to reduce delinquency rates among existing customers.
- Performed regular portfolio reviews to ensure compliance with all internal procedures and external regulations.
- Analyzed financial statements, credit reports, and other documents to assess borrower's creditworthiness.
- Recommended loan approvals and denials based on customer loan application reviews.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Tracked and managed new leads and followed up on referral business.
- Collected past due loans, keeping credit and collateral exceptions within policy ranges.
- Filed legal on delinquent accounts, having customers sign judgements to consent to a modified payment.
- Modified loans after filing legal, with new interest rate and payment.
- Filing liens on vehicle titles, and creating UCC’s on smaller collateral.
- Set up debt payment plans based on client credit, income and assets.
Education
Keystone Heights Jr/Sr High
Keystone Heights, FLSkills
- Customer service
- Cash handling
- Account management
- Financial product knowledge
- Relationship building
- Payment processing
- Mobile banking support
- Educating clients
Timeline
Universal Banker II
South Georgia Banking Company
08.2025 - Current
Universal Banker II
Colony Bank
12.2024 - 08.2025
Customer Service Representative
1st Franklin Financial Corporation
01.2023 - 12.2024
Keystone Heights Jr/Sr High