Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amy (AJ) Sachs

Summary

Experienced lead teller bringing extensive financial and customer service skills set to fast-paced bank. Offers professional attitude and skills in personal banking and teller supervisor . Known for having "customer first" mentality. Offering strong knowledge of banking products and services.

Overview

18
18
years of professional experience

Work History

Lead Teller

Capital Credit Union
12.2022 - Current
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Introduced customers to other bank team members to help meet financial needs.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Enforced compliance with bank regulations and policies to reduce financial risks.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Assisted customers with closing accounts, completing loan applications, and signing up for new services.
  • Educated customers on online banking and mobile banking applications.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Assisted customers with banking needs and inquiries.
  • Monitored and verified suspicious activity on customer accounts.
  • Weekly order money for the vault
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Order foreign currency for customers as needed
  • Weekly vault and teller audits
  • Monthly audit travel cards, debit cards, license plates
  • Daily maintaining and balancing vault

Teller II

Greenleaf Wayside Bank
02.2020 - 11.2022
  • Processed quarterly vault and ATM audits with zero error rate.
  • Organized and removed online banking files no longer in use.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Maintained balancing record with 100% rate of accuracy.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Collected member loan payments.
  • Sold cashier's checks, traveler's checks and money orders.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Educated customers on use of banking website and mobile apps.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Handled various accounting transactions.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Executed wire transfers, stop payments and account transfers.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Administrative Assistant

Qualified Staffing
06.2019 - 01.2020
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
  • Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
  • Provided logistical support for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance
  • Answered incoming calls and faxes and drafted detailed messages to expedite response
  • Coordinated bookkeeping activities in QuickBooks and Lawson, including invoicing and accounts payable
  • Monitored premises, screened visitors, updated logs and issued passes to maintain security
  • Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments
  • Sorted and distributed office mail and recorded incoming shipments for corporate records
  • Organized weekly staff meetings and logged minutes for corporate records
  • Processed invoices and expenses
  • Processed weekly payroll

Teller

Huntington National Bank
01.2019 - 06.2019
  • Organized, stocked and maintained the teller window area
  • Maintained a teller drawer to perform bank transactions
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
  • Handled various accounting transactions
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Maintained friendly and professional customer interactions
  • Collected member loan payments
  • Maintained balancing record with 100% rate of accuracy
  • Executed wire transfers, stop payments and account transfers

Head Teller

Thrivent Federal Credit Union
05.2018 - 01.2019
  • Advised clients on mortgage, educational and personal loans
  • Perform specialized task such as preparing cashier's checks, money orders and issuing Traveler's Checks
  • Answer member inquiries and help to resolve issues regarding checking, savings and loan accounts
  • Performed general teller duties, as needed, including handling cash, balancing drawer and Vault
  • Attention to detail is crucial
  • Effective organizational, multi-tasking and prioritizing skills.
    Balancing till daily without error
  • Actively promote credit union products and services to new and existing credit union clients
  • Significantly contributed to team environment by continuously coaching others and leading by example

Administration Assistant

Kelly Services, Inc.
01.2018 - 04.2018

Filling in during the busy tax season.

Administrative support for the office. Assist with general office functions and duties. Answer phones on a multi-line telephone system, distribute and separate mail, assist in the file room and manage reception area.Provide customer service support to internal and external customers/clients and vendors.
Excellent customer service skills were required, as the position interfaced with consumers and external clients.
Trust was huge as delt with confidently paper work on a daily basis. Strong organizational and communications skills, and work with a moderate amount of supervision and interface directly with clients.

  • Directed guests and routed deliveries and courier services
  • Prepared packages for shipment, pickup or courier delivery to customers
  • Kept reception area clean and neat to give visitors a positive impression of the company
  • Scheduled office meetings and client appointments as needed
  • Managed office supplies, vendors, organization and upkeep

Recruiting Coordinator

Air Wisconsin Airlines Corporation
09.2017 - 12.2017


HR PILOT RECRUITING, October 2017 to January ( Filling in for a leave)
Operating as a regional airline in the United States, Air Wisconsin Airlines performs flying services as a partner with United Airlines. Recruited to help open new branch in Dayton. Helped Assist with background checks including, Finger prints and drug testing. Carefully reviewed resumes and called interested candidates for in person interview

  • Handled understaffing, disputes, terminating employees and administering disciplinary procedures
  • Served as company representative at events to promote company objectives
  • Organized and led a staff orientation and training to promote collaboration
  • Coordinated work activities of subordinates and staff relating to employment, compensation, labor relations and employee relations

Receptionist

Keller Williams Realty Fox Cities
04.2017 - 09.2017
  • Directed guests to meeting with clients or potential clients
  • Answered phone with a professional manner , screening calls and directing them to right person as necessary
  • worked on projects for broker as necessary
  • Collected earnest money for clients putting down - down payment of property
  • Self starter, Organized, pays attention to detail
  • Strong communication skills

Receptionist

Bemis Healthcare Packaging
02.2008 - 11.2014
  • Performed Administrative duties for executive management team
  • Responsibilities included screening calls, Managing calendars, Making necessary travel arrangements , meeting and event arrangements
  • Strong computer and internet skills, excellent interpersonal skills
  • Handling sensitive material daily
  • Directors visitors and guests to proper destinations
  • Maintains proper security procedures
  • Excellent customer service skills to represent the company
  • schedules and sets up meetings
  • Make sure the plant runs smooth daily to have happy returning customers
  • Durning slower times helped the maintenance department by writing up work orders of things to be fixed
  • Close attention to detail was a must

Head Teller / Csr

U.S. Bank ATM - Green Bay West Side
12.2005 - 02.2008
  • Excellent communication skills, including using a pleasant tone and friendliness
  • Ability to meet and exceed performance while fostering a team
  • Attention to detail was a must- mistakes had to be minimal
  • interacting with positive and unsatisfied customers
  • Effective organizational, multi-tasking and prioritizing skills
  • Ability to work in a fast pace environment
  • Training of new employees
  • Ability to handle tough situations

Education

Bachelor of Science - Communication

University of Wisconsin-Green Bay
Green Bay, WI
2000

Skills

  • Financial services
  • Self-sufficient
  • Positive
  • Banking
  • NCR Cash recycler
  • Cheerful
  • Goal-oriented
  • People-oriented
  • Night and safe deposit procedures
  • Compliance, banking laws and regulations
  • Cash handling expertise
  • Rapid 10-key data entry
  • Loans
  • Cash handling
  • Staff Management

Timeline

Lead Teller

Capital Credit Union
12.2022 - Current

Teller II

Greenleaf Wayside Bank
02.2020 - 11.2022

Administrative Assistant

Qualified Staffing
06.2019 - 01.2020

Teller

Huntington National Bank
01.2019 - 06.2019

Head Teller

Thrivent Federal Credit Union
05.2018 - 01.2019

Administration Assistant

Kelly Services, Inc.
01.2018 - 04.2018

Recruiting Coordinator

Air Wisconsin Airlines Corporation
09.2017 - 12.2017

Receptionist

Keller Williams Realty Fox Cities
04.2017 - 09.2017

Receptionist

Bemis Healthcare Packaging
02.2008 - 11.2014

Head Teller / Csr

U.S. Bank ATM - Green Bay West Side
12.2005 - 02.2008

Bachelor of Science - Communication

University of Wisconsin-Green Bay
Amy (AJ) Sachs