Ashley Disney

• Assisted customers with account openings and service inquiries.
• Recommended financial products based on customer needs and goals.
• Processed transactions efficiently while ensuring compliance with bank policies.
• Collaborated with team members to enhance customer service experiences.
• Resolved customer issues by providing timely and accurate solutions.
• Maintained up-to-date knowledge of banking regulations and services offered.
• Conducted follow-ups with clients to ensure satisfaction with services provided.
• Educated customers on variety of retail products and digital solutions, enhancing customer experience.
• Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
• Submitting loans, credit card, HELOC, and other bank product application.
• Daily followup calls with customers about products and solutions.
• Maintaining a CSR drawer.
• Processed customer transactions efficiently and accurately.
• Maintained cash drawer balance through regular reconciliations.
• Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
• Balanced cash drawers on a daily basis.
• Handled large volumes of currency quickly and accurately with minimal errors.
• Answered customer inquiries regarding bank products and services.

Providing great customer service in all interactions. Referring customers to the appropriate business partners for conversations and needs. Following policies and procedures while handling concerns from customers to provide a positive customer experience. Knowing and operating within the banks risk tolerance while achieving results by identifying, assessing, managing, monitoring and reporting risks of all types. Establishing relationships and treating customers with genuine care by listening to thier specific needs, asking questions to gain deeper understanding, and guiding then to where their financial needs can be met. Preform daily office responsibilities for cash handling, maintaining a balance record in line with policy, finding outages and enlisting platform help when needed. Along with being a FT CSR as well as a TCR Teller and the Vault Teller. I was the sole person responsibility for balancing both of those along with my Teller drawer. I also was the person in charge of making sure all kofax documents imaged and were correct.

• Oversaw employee recruiting, onboarding and training on store procedures
• Maintained high store standards in merchandising, security and visual presentation
• Set clear expectations for team performance, conducting periodic evaluations and implementing corrective actions
• Forecasted sales, inventory demand and labor requirements and developed annual budget and operational plans
• Led team by example to maintain focus on performance and achieving targets
• Coordinated employee schedules for optimum performance and shift coverage
• Identified new opportunities to increase sales and achieve store targets
• Monitored budgets and employed comprehensive loss prevention and inventory management strategies to meet goals
• Balanced tills at end of shifts and made daily bank deposits
• Managed inventory audits, financial reconciliations and sales reporting
• Oversaw cash handling procedures, including register reconciliation at end of each shift
• Managed daily store operations to ensure efficiency and productivity