Summary
Overview
Work History
Education
Skills
Notary Public
Timeline
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Anna Wood

Youngsville,NC

Summary

Reliable and detail-oriented with proven experience in cash handling, customer service and team mentorship. Demonstrates integrity and adherence to organizational policies and procedures. Skilled in supporting daily branch operations while assisting members with day to day financial transactions.

Overview

8
8
years of professional experience

Work History

Member Services Representative

State Employees Credit Union
06.2022 - Current
  • Trained staff on operating procedures and company services.
  • Identified and resolved discrepancies and errors in customer accounts.
  • Cross-train peers and new employees on specific reports and duties
  • Mentor to less experienced staff
  • Thorough understanding of Check Acceptance and Hold guidelines
  • Assists with completion of daily and monthly reports and collection procedures when needed
  • Processed customer transactions efficiently, ensuring accuracy in cash handling and record-keeping.
  • Assisted customers with account inquiries, providing prompt and knowledgeable support.
  • Mentored peers on best practices for transaction processing and customer service.
  • Resolved discrepancies in transactions through thorough investigation and collaboration with team members and management
  • Maintained compliance with banking regulations, insuring member information remains confidential
  • Trained new staff on operational procedures and systems used
  • Managed high-volume transactions during peak hours while maintaining attention to detail
  • Balanced cash drawers accurately during each shift, minimizing discrepancies within transactions
  • Answered telephone inquiries and performed maintenance on accounts and loan products offered by the credit union
  • Prepare, order and verify cash deliveries
  • Educated members on banking products while recommending services based on their needs
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Front End Team Lead

Walmart
03.2020 - 06.2022
  • Led front-end operations to enhance customer experience and drive sales performance.
  • Implemented inventory management systems, optimizing stock levels and reducing waste.
  • Managed cash transactions accurately and efficiently to ensure balanced registers.
  • Trained new staff on cash handling procedures and customer service standards.
  • Improved checkout processes by implementing streamlined cash handling techniques.
  • Oversaw daily cash reconciliation, identifying discrepancies and resolving issues promptly.
  • Enhanced customer satisfaction through effective communication and problem-solving skills at point of sale.
  • Led initiatives to reduce cash handling errors, resulting in increased operational efficiency.
  • Prepared bank deposit slips accurately and efficiently for submission to financial institutions on a daily basis.
  • Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
  • Maintained clean, safe work area in accordance with regulatory and organizational guidelines.
  • Coach Employees on cashier job functions for accuracy and provide cross-training for other front-end positions
  • Carry out operations for end and beginning of day cash office procedures
  • Developed, communicate and implemented processes and practices to meet business needs
  • Verify and managed currency and coin shipments weekly while ensuring recycler machine and self checkouts were loaded per company policies and procedures

Cashier and Customer Service/Money Center Associate

Walmart
06.2018 - 03.2020

Sandwich Artist and Cashier

Subway
01.2018 - 06.2018

Education

Certificate - Cosmetology

Vance Granville Community College
Louisburg
12-2018

High School Diploma -

Bunn High School
Bunn
06-2017

Skills

  • Customer service standards
  • Strong empathy
  • Customer engagement
  • Exceptional communication and active listener
  • Punctual and Dependable
  • Effective Time Management
  • Mentor

Notary Public

Notary Public as requested by management.

Timeline

Member Services Representative

State Employees Credit Union
06.2022 - Current

Front End Team Lead

Walmart
03.2020 - 06.2022

Cashier and Customer Service/Money Center Associate

Walmart
06.2018 - 03.2020

Sandwich Artist and Cashier

Subway
01.2018 - 06.2018

Certificate - Cosmetology

Vance Granville Community College

High School Diploma -

Bunn High School