Courtney Fox

Digital Operations Specialist at Fortifi Bank
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Contact Information
Location
Green Bay, Wisconsin, United States, US
Languages
  • English -
  • Sign Language -

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Digital Operations Specialist
      • Oct 2022 - Present
    • United States
    • Banking
    • 1 - 100 Employee
    • Assistant Branch Manager
      • May 2021 - Oct 2022

      Provide leadership, coaching, management and direction to ensure overall branch service, sales and operational performance levels are consistently achieved.Develop new client relationships and maintain a portfolio of clients.Direct and oversee all retail service delivery and daily operation. Ensure all customers receive prompt and courteous service.

    • Personal Banker
      • May 2019 - May 2021

      Assist new and existing clients to build their financial future through proactive conversations. Lead and schedule partner huddles to develop tellers' product knowledge and encourage goal attainment. Build relationships with community based partners. Originate and close consumer loans- including home equity lines of credit, auto loans and credit cards.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Universal Banker
      • Oct 2016 - May 2019

      Proactively advise consumer and small business clients to determine the best financial solution for every stage of life. Manage a self-developed pipeline of clients and prospects to uncover current and future needs.Originate and close consumer loan products including credit cards.Act as primary point of contact for customers and ensure client satisfaction is met or exceeded.

    • Senior Teller
      • Sep 2015 - Oct 2016

      Provide oversight, training, and support to existing and incoming tellers.Manage scheduling and staffing.Cash checks, process withdrawals/deposits and cash advances.Confirm identification for client and determines that all necessary documents are in proper form and within authorized limits.Issue official checks, gift cards, change orders, foreign currency, loan payments.Perform other branch operations and service-related work (e.g., account maintenance, check ordering, etc.)Open and close the branch and vault daily; balance vault currency.Maintains knowledge of security and safety policies and strictly adheres to established procedures. Show less

    • Teller II
      • Jul 2013 - Sep 2015

      Accurately process deposits and withdrawals for consumer and business clients.Cash checks, processes savings withdrawals and cash advances.Confirm identification for client and determines that all necessary documents are in proper form and within authorized limits.Balance cash drawer daily and verifies cash provided from/returned to the vault.

    • Banking
    • 100 - 200 Employee
    • Customer Service Associate
      • Oct 2012 - May 2013

      Consulted with customers about account issues/banking procedures. Reconciled all business day debits and credits to generate interdepartmental balancing. Consulted with customers about account issues/banking procedures. Reconciled all business day debits and credits to generate interdepartmental balancing.

    • United States
    • Retail
    • 700 & Above Employee
    • Customer Service Manager
      • Nov 2006 - Dec 2012

      Managed front end operations (supervised 53 associates) Performed analytical research on returned merchandise and inventory levels. Accounting Office Assistant (June 2010-December 2012): Uploaded and verified register audits Verified over 30 registers daily to ensure accurate reporting and prepared cash shipments and incoming cash orders. Managed front end operations (supervised 53 associates) Performed analytical research on returned merchandise and inventory levels. Accounting Office Assistant (June 2010-December 2012): Uploaded and verified register audits Verified over 30 registers daily to ensure accurate reporting and prepared cash shipments and incoming cash orders.

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