Catherine H. Roy is seeking an administrative or banking position where she can utilize her strong organizational, administrative, and interpersonal skills. She has over 10 years of experience in banking, customer service, and administrative roles. Currently she works as a CSR/Loan Assistant at MidSouth Bank where she provides excellent customer service, opens new accounts, prepares loan documents, and assists with other tasks. Previously she held roles as a Teller Manager and Service Manager at Wachovia/Wells Fargo, and has also worked as a Sales Associate. She is pursuing a Bachelor's degree in Business Management from the University of South Alabama.

1. Catherine H. Roy
470 Vining Dr.  Dothan, AL 36303  (334)333-5910 choffmann722@gmail.com
Objective
To find a long term career in an administrative/banking position with a stable company where I can offer my strong
organizational, administrative, and interpersonal skills towards the success of my team and company.
Profile
Administrative support professional offering versatile office management, organizational skills and proficiency in
Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently or in a
team based environment and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without
compromising quality.
Skills Summary
 Project Management
 Report Preparation
 Written Correspondence
 General Office Skills
 Computer Savvy
 Customer Service
 Scheduling
 Multi-line phone
operation
 Loan preparation
 Adding Machine – by sight
 Microsoft Office
 Fiserv system and functions
Professional Experience
CSR/LOAN ASSISTANT – MIDSOUTH BANK DEC 2012 TO PRESENT
♦ Provides excellent customer service to all customers in the branch.
♦ Responsible for opening all new account:
o Checking – Business, Consumer, Sweep, and Money Market
o Savings – Representative Payee, Minor, Student, and Christmas Club
o IRA – Traditional, Liquid, and Roth
o CD – Liquid CDs, Regular CD
o Online Banking
o Mobile Banking
o Loan applications
o Title work on the ETAPS system
o Pulling credit, floods, and CRA’s
♦ Preperation of reports and also working reports on a daily basis to include NSFs, account closings, new account
reviews, debit card fraud, and customer service emails from the website.
♦ Responsible for troubleshooting customer online banking problems and mobile banking problems.
♦ Provides help on the Teller side when needed during lunches and busy hours by running transactions and scanning
proof work.
♦ Responsible for preparing loan documents and disclosures, presenting it to customers for signing. Also organizing
the loan documents in files to be sent for processing to the loan department.
♦ Assists the branch manager in loan closings.
♦ Reviews new account opening to ensure BSA procedures were followed and that the account is within policy.
♦ Assists the Main Office with recruiting new employees.
SERVICE MANAGER – WACHOVIA/WELLS FARGO SEPT. 2009 TO DEC 2012
 Same duties as Teller Manager with added responsibilities listed below
o Personally responsible for all branch operations.
o Responsible for branch reaching top customer service goals and coaching around scores.
o Ensured all tellers reach and exceed sales referral goals.
o Created, generated, and delivered quality reports on a daily, weekly, and monthly basis.
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2. Catherine H. Roy
470 Vining Dr.  Dothan, AL 36303  (334)333-5910 choffmann722@gmail.com
o Ensured all policy and regulations are met throughout the branch by each employee.
TELLER MANAGER – WACHOVIA FEB. 2008 TO SEPT. 2009
 Actively managed all tellers and teller line activity ensuring that all operational guideline are enforced and followed.
 Responsible for Human Resource issues including interviewing, hiring, corrective action, and benefit explanations.
Also conducting training and mentoring for all new hire tellers. Resolved personal and job-related issues for
employees.
 Ensured that the financial center receive a passing audit by enforcing and adhering to all policies and operational
guidelines.
 Worked in partnership with financial center manager to ensure all weekly and monthly goals are met.
 Created, generated, and delivered daily, weekly, and monthly reports.
 Conducted the shipping and receiving of all financial center cash along with being solely responsible for all cash
within the financial center.
 Created staffing schedules to minimize negative impact on working environment.
 Responsible for weekly and monthly orders of office and marketing supplies.
 Ensured a professional and organized image of the financial center is upheld.
 Actively demonstrated and promoted teamwork within the financial center.
TELLER – WACHOVIA JUNE 2007 TO FEB. 2008
 Serviced customers by processing accurate and prompt transactions
 Provided excellent customer service meeting corporate expectations.
 Responsible for being sole custodian of the vault, ATM, commercial depository, consignment items, security
equipment, and retention of files while adhering to all policy and procedures for each duty.
 Completed all logs for each duty according to standard and filed each log.
 Balanced cash drawer and vault daily while minimizing out of balance issues.
 Responsible for the referrals of the appropriate bank products to customers.
 Worked with financial center team closely to ensure that monthly goals were met by participating in daily team
meetings and making the needed referrals.
 Responsible for knowing and adhering to all bank policies and procedures and keeping up with the constant changes
of these.
 Being knowledgeable of all banking products and transaction procedures to minimize negative customer impact.
Professional Experience, continued
SALES ASSOCIATE – CITY WHOLESALE AUG. 2004 TO MAY 2007
 Responsible for the opening and closing of the store.
 Conducted training for all new employees.
 Participated in the selection process of new employees
 Conducted and delivered accurate monthly inventories of all store merchandise.
 Provided unmatched customer service assisting customers with all of their needs.
 Served as the backup manager for the store manager by completing, faxing, and filing all daily paperwork.
 Responsible for balancing cash drawer daily, also preparing and delivering daily bank deposits.
 Unpacked, priced, and stocked all weekly shipment orders.
SALES ASSOCIATE – SALLY BEAUTY SUPPLY MARCH 2003 TO JULY 2004
 Responsible for the opening and closing of the store.
 Printed, completed, faxed, and filed all daily opening and closing paperwork.
 Provided unmatched customer service.
 Balanced cash drawer daily and also prepared and delivered daily bank deposits.
 Scheduled, placed, and delivered weekly salon orders.
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3. Catherine H. Roy
470 Vining Dr.  Dothan, AL 36303  (334)333-5910 choffmann722@gmail.com
Education
DOTHAN HIGH SCHOOL
High School Diploma 2002
UNIVERSITY OF SOUTH ALABAMA
August 2007 through present
Pursuing Bachelor’s degree in Business Management
REFERENCES
Kenneth Everett
103 Blissett Dr.
Dothan, AL 36301
334-790-7920
Dorothy Jeffers
200 Creed Ridge Dr
Dothan, AL 36301
334-803-0086
Megan Schulman
196 Roy Martin Rd.
Dothan, AL 36301
334-790-8592
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