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KC

Katie Collins

MRB Banker at Greenbax Marketplace
Intro Book
Experienced banking professional with customer service and sales expertise.
  • Claim this Profile
Location
Sonoma, California, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Telephone Skills
  • Customer Service
  • Cashiering
  • Sales
  • Microsoft Excel
  • Show all
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Bio

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Topline AI
Katie Collins is a seasoned banking professional with experience in customer service, sales, and data entry. She has worked in various roles, including Teller, Member Service Representative, and Medical Administrative Assistant. Collins holds a certification in cannabis banking and has expertise in Microsoft Excel and training.

Credentials

  • PBC Level I Cannabis Banking Certificate
    PBC Conference
    Feb, 2024
    - Apr, 2026

Experience

  • Greenbax Marketplace
    • Sonoma, California, United States
    • MRB Banker
      • Jun 2021 - Present
      • Sonoma, California, United States

      Marijuana Related Business Banker

  • North Bay Credit Union
    • San Francisco Bay Area
    • Member Service Representative II
      • May 2020 - Present
      • San Francisco Bay Area

  • Carneros Resort and Spa
    • Napa, California
    • Food & Beverage Server at Hilltop
      • Jun 2019 - Mar 2020
      • Napa, California

  • Golden Gate Foot & Ankle
    • 686 3rd Street W. Sonoma, CA 95476
    • Medical Administrative Assistant
      • Aug 2018 - May 2019
      • 686 3rd Street W. Sonoma, CA 95476

      Rooming of patients, Scheduling appointments, answering phones, data entry, managing EHR, faxing of prescriptions, and insurance authorizations.

  • Westamerica Bank
    • Sonoma, California
    • Teller III
      • Apr 2012 - Mar 2018
      • Sonoma, California

      Duties include: Sales of bank products (deposit, credit, investment), customer service, cash handling, problem solving and office administration.

  • solano primary care
    • glen cove ca
    • Medical Assistant extern
      • Jan 2012 - Feb 2012
      • glen cove ca

      (Pediatrics, Internal Medicine, Family Practice)Clinical: Roomed patients and obtained vital signs. Performed vision testing, urinalysis, and pregnancy tests. Gave injections for flu shots, and immunizations.Administrative: Filed & pulled charts. Faxed in prescription refills, and authorization for procedures. Filled out lab slips and sent out specimens for testing.

  • Safeway
    • sonoma
    • Assistant Department Manager (Starbucks)
      • Jul 2006 - Dec 2011
      • sonoma

      Duties include: overseeing staff scheduling and performance, cash handling, drink preparation, training new employees, inventory and ordering supplies.

  • Woodfield Properties
    • Sonoma, California
    • Office Assistant
      • Jun 2000 - Aug 2006
      • Sonoma, California

      Duties included: Filling, answering phones and taking messages, and booking appointments.

  • Starbucks
    • sonoma
    • Barista
      • Oct 2005 - Jul 2006
      • sonoma

      Cash handling, customer service, food and drink prep,

  • Safeway
    • sonoma
    • Sales Clerk
      • Jul 2000 - Feb 2005
      • sonoma

      Customer service

Education

  • 2010 - 2011
    Carrington College California-Pleasant Hill
    Medical Assistant, Medical/Clinical Assistant
  • 2000 - 2004
    Sonoma Valley High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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