Lorie Heatherly
Fitzgerald
Summary
Statement:
I am a self-driven professional with strong work ethics seeking to further my career. I aim to give inspiration, encouragement, and hope to all of those I work with. Along with my employer, while using knowledge, experience, integrity, and skills as a team member in the workplace. I willingly accept new challenges, believe a positive attitude drives success, and teamwork does matter.
Overview
18
18
years of professional experience
Work History
Receptionist
Dixie Peanut Producers
09.2018 - 05.2021
- Provided knowledgeable support to customers with a professional demeanor.
- Confirmed appointments, communicated with clients, and kept clients informed.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in’s.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for all clients.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Managed multiple tasks and met time-sensitive deadlines.
- Maintained confidentiality of information regarding clients and company.
- Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
- Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
- Strengthened vendor relationships through regular communication and timely coordination of services.
- Improved data privacy compliance with meticulous management of sensitive information.
- Supported HR activities by assisting with recruitment process, including scheduling interviews by accomplishing less wait times.
- Handled assignments independently with good judgement and critical thinking skills.
- Collected and distributed messages to team members and managers to support open communication and high customer service satisfaction.
- Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.
- Helped office staff prepare reports and presentations for internal or client-related use.
Relationship Banker
BB&T
01.2009 - 03.2013
- Managed daily report evaluations, ensuring timely identification and resolution of discrepancies.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
- Enhanced client trust and loyalty by providing personalized financial advice and solutions.
- Implemented new CRM software to better track client interactions and needs.
- Assisted clients in navigating complex banking services, making their banking experience smoother.
Teller
BB&T
02.2003 - 12.2008
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
Certificate - Advanced Patient Care
Wiregrass Georgia Technical College
Fitzgerald, GA12.2024
Diploma - Medical Assistant
Wiregrass Georgia Technical College
Douglas, GA05.2006
Certificate - Phlebotomy
Wiregrass Georgia Technical College
Douglas, GA05.2003
Diploma - Cosmetology
Wiregrass Georgia Technical College
Douglas, GA05.2001
Skills
- Service-oriented mindset
- Information protection
- Strategic planning
- Transcription and dictation
- Multitasking and prioritization
- Meticulous and organized
- Attention to detail
- Problem-solving
- Punctual and reliable
- Courteous and professional
- Conflict resolution
- Customer complaint resolution
- Documentation is important
- Numerous skills in blood drawing
- Very proficient in
- Interpersonal Skills
- Basic medical knowledge
- Autonomous Decision-Making
- Prescribing and Pharmacological Knowledge
- Leadership and Team Collaboration
- Ability to use research to guide practice
- Skills in performance in complex procedure's
- Ethical Decision-Making
- Excel in patient work up’s
References
Dr. Stan Sinclair
Douglas Internal Medicine
Office-912-383-7826 Cell-912-389-8610
Adam Smith
SVP-Corporate Prime South (Former boss at BB&T)
Cell-912-309-1663
Teresa Wilson
Douglas Internal Medicine
FNP
Office-912-383-7826
Timeline
Receptionist
Dixie Peanut Producers
09.2018 - 05.2021
Relationship Banker
BB&T
01.2009 - 03.2013
Teller
BB&T
02.2003 - 12.2008
Certificate - Advanced Patient Care
Wiregrass Georgia Technical College
Diploma - Medical Assistant
Wiregrass Georgia Technical College
Certificate - Phlebotomy
Wiregrass Georgia Technical College
Diploma - Cosmetology
Wiregrass Georgia Technical College
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