Kathryn Burns
Mesa
Summary
Experienced EFT Specialist with focus on providing high-quality electronic fund transfer services. Background includes managing banking transactions, troubleshooting EFT issues, and maintaining client relations. Strengths lie in understanding financial regulations, demonstrating process improvement skills, and providing customer service excellence. Previous roles have shown positive impact through improved efficiency and accuracy in all EFT processes.
Overview
7
7
years of professional experience
Work History
EFT Specialist
Arizona Central Credit Union
Phoenix
03.2023 - Current
- Assessed member financial needs and recommended tailored products to meet specific goals.
- Cultivated strong member relationships through exceptional service and personalized product promotion.
- Opened and serviced accounts, certificates, and loans with accurate documentation.
- Addressed member inquiries, conducted thorough research, and efficiently resolved issues to enhance satisfaction.
- Entered and reviewed wire transfers, ensuring accuracy and compliance.
- Reviewed and processed ACH transactions in accordance with NACHA regulations.
- Performed daily check reviews to identify discrepancies in processing.
- Processed internal and external loan payments, including principal amounts.
Customer Service Representative
Gerber Collision
Scottsdale
06.2021 - 02.2023
- Provided professional support to customers and insurance partners via calls, texts, and in-person interactions, enhancing customer satisfaction
- Coordinated estimate and repair appointments, rental vehicles, and payment processes, ensuring timely service delivery
- Managed administrative functions of repair process, facilitating clear communication across teams to streamline operations
- Handled payments including cash, check, and credit transactions
Sales Associate
Prime Communications AT&T
Phoenix
10.2020 - 06.2021
- Top-performing sales associate, consistently exceeding sales goals
- Assisted customers with product selection, plans, and account setup
- Managed inventory, cash handling, and store operations
- Trained new employees and maintained strong customer service standards
Sales Consultant
Chapman Auto Group Payson
Payson
10.2019 - 02.2020
- Guided customers in vehicle selection to align with specific needs and budget constraints
- Cultivated relationships to enhance customer satisfaction during the sales process
- Conducted cold calls to generate new client opportunities
Education
High School Diploma -
Arcadia High School
Phoenix, AZ05-2017
BBA - Business Management
Scottsdale Community College
Scottsdale, AZ04-2026
Skills
- ACH compliance
- Wire transfers
- Regulation E compliance
- Financial analysis
- Account servicing
- Cash handling and reconciliation
- Data entry accuracy
- Problem resolution
- Research resolution
- Relationship management
- Sales strategy
- Team support
- Relationship building
- Customer service
Timeline
EFT Specialist
Arizona Central Credit Union
03.2023 - Current
Customer Service Representative
Gerber Collision
06.2021 - 02.2023
Sales Associate
Prime Communications AT&T
10.2020 - 06.2021
Sales Consultant
Chapman Auto Group Payson
10.2019 - 02.2020
High School Diploma -
Arcadia High School
BBA - Business Management
Scottsdale Community College