Andrea York
Omaha
Summary
Results-driven Universal Banker with expertise in cash handling and transaction processing. Committed to enhancing customer satisfaction and operational excellence through effective team training and streamlined processes.
Overview
12
12
years of professional experience
Work History
Universal Banker III, Supervisor
Northwest Bank
Omaha, NE
07.2022 - Current
- Facilitated customer transactions, ensuring accuracy and efficiency in deposit and withdrawal processes.
- Provided personalized financial solutions, enhancing customer satisfaction and loyalty.
- Trained new staff on operational procedures and compliance regulations, promoting team knowledge and effectiveness.
- Streamlined account opening processes, reducing wait times and improving customer experience.
Assistant Branch Manager
First Nebraska Credit Union
Omaha, NE
07.2021 - 07.2022
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Senior Representative
TD Ameritrade
Omaha, NE
07.2014 - 09.2021
- Senior Rep Payment Services - Deliver a world class level of service and support to clients and associates with various inquiries and requests of varying natures and complexities. Daily reviews of completed work and electronic payments as to protect TD Ameritrade, our associates, our shareholders, and our clients. Updating and developing procedures, standard work, train, and re-evaluate processes. Cross-train in multiple queues to assist, along with furthering my understanding and knowledge of the brokerage industry.
Education
High School Diploma -
Bellevue West High School
Bellevue, NE05.2004
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Loan origination
- Transaction processing
- Deposit processing
- Wire transfers
- Payment processing
- Performance tracking
- Loan processing
- Financial product sales
- Customer service
- Teller experience
- Account openings
- Cash handling
- Customer Service-oriented
Accomplishments
Better Begins with me - TD Ameritrade
Employee of the Month - Northwest Bank
Timeline
Universal Banker III, Supervisor
Northwest Bank
07.2022 - Current
Assistant Branch Manager
First Nebraska Credit Union
07.2021 - 07.2022
Senior Representative
TD Ameritrade
07.2014 - 09.2021
High School Diploma -
Bellevue West High School