Anna Seifert
Green Bay
Summary
Motivated and member-focused Teller Supervisor with 3+ years of hands-on experience in financial services. Known for delivering exceptional member service, maintaining precise cash handling, and ensuring smooth daily operations. Skilled in training and supporting teller teams, promoting a positive branch environment, and educating members on credit union products. Passionate about creating meaningful financial experiences and always bringing a positive attitude to the workplace. Looking to grow into a new role where I can continue making a difference and expand my impact.
Overview
3
3
years of professional experience
Work History
Teller Supervisor
Capital Credit Union
Green Bay
10.2024 - Current
- Assisting with training, coaching, and supporting new tellers.
- Managed daily operations of teller line, ensuring efficient transaction processing and high levels of customer satisfaction.
- Managed the tellers weekly/daily duties.
- Assist tellers with more complex transactions or situations.
- Completing monthly check ins with every teller along with pulling together their transaction count, error rating, referrals, etc.
- Approving and signing off on larger checks or out of state checks.
- Completing monthly audits such as drawer audits and destruction log.
- Activating debit cards/debit card support.
- Assisting members with fraud paperwork.
- Trained in opening new accounts.
- Looking over and approving time cards/PTO request.
- Completing payoffs and closeouts of loans.
Lead Teller
Capital Credit Union
Green Bay
04.2023 - 10.2024
- Welcomed customers and offered pleasant service during entire transaction.
- Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
- Enhanced team cohesion and morale through effective leadership and motivational strategies.
- Balanced vault daily along with ordering/selling currency.
- Creating a positive work environment by personalizing cashbox's decorate for each season while maintaining a professional setting.
- Audited and cleaned debit card machine once a week along with ordering new cards.
- Completed paperwork, such as fraud and disputes, authorized transactions, name changes, contact updates, authentication forms, automatic transfers, and account changes.
- Educating our members on products and services we offer.
- Quoting rates.
- Organized/cleaned teller line and vault.
Teller
Capital Credit Union
Green Bay
05.2022 - 04.2023
- Deposits and withdrawals
- Loan payments
- Check cashing
- Transfers between accounts
- Making cashiers checks
- Balancing your drawer at the beginning and end of each shift
- Investigating and resolving discrepancies
- Ensuring accuracy in all transactions to prevent losses
- Greeting members with a friendly, helpful attitude
- Answering questions about accounts, balances, and services
- Educating members about credit union products (like savings accounts, loans, credit cards)
- Referring members to other departments for complex needs (like lending or financial advising)
- Verifying member identity and signatures
- Following procedures for fraud prevention and anti-money laundering (like CTRs and SARs)
- Maintaining confidentiality of member information
- Receiving and disbursing cash efficiently and securely
- Ordering or selling coin and currency as needed
- Maintaining proper cash limits in your drawer
- Using core banking systems to process transactions
- Navigating internal software for documentation, notes, or member info
Education
High School Diploma -
Preble High School
Green Bay05-2022
Skills
- Transaction processing
- Cash handling
- Fraud prevention
- Customer education
- Audit compliance
- Employee training
- Team leadership
- Performance evaluation
- Regulatory compliance
- Conflict resolution
- Time management
- Effective communication
- Problem solving
- Attention to detail
- Staff scheduling
- Excellent communication skills
- Cash auditing
- Product and service sales
- Account management
- Recordkeeping and documentation
- Positive attitude
- Risk management evaluation background
- Regulatory compliance awareness
- Multitasking Abilities
- Workload management
- Self motivation
- Check processing
- Professionalism and ethics
- Cash drawer reconciliation
- Safe and vault operation
- Transaction processing efficiency
- Organizational skills
- Service quality assurance
- Teller operations
- Adaptability and flexibility
- Task prioritization
- Personal Banking Understanding
- Cash handling and management
Timeline
Teller Supervisor
Capital Credit Union
10.2024 - Current
Lead Teller
Capital Credit Union
04.2023 - 10.2024
Teller
Capital Credit Union
05.2022 - 04.2023
High School Diploma -
Preble High School