Barbara Morgan
Galloway Twp.
Overview
5
5
years of professional experience
Work History
Bank Teller
First National Bank of Absecon
09.2023 - 05.2025
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Received loan and utility payments, sending funds to correct destinations.
- Calculated fees due, interest and change for customer transactions.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
Bank Teller
Jersey Shore Federal Credit Union
03.2023 - 09.2023
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Counted and packaged currency and coins.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Reconciled cash drawer and resolved discrepancies.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Turned in excess cash to maintain drawer security.
- Audited fellow teller currency to contribute to dual-control procedures.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Assisted customers with compromised debit cards and issued new credentials.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Placed orders for customer checks and verified starting numbers.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Removed mutilated currency from circulation.
- Sold and cross-sold bank products to new and existing customers.
- Collaborated with team members to ensure smooth operations and high-quality service.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Maintained accurate records of customer transactions in line with bank procedures.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Handled various accounting transactions.
- Wrote and distributed customer correspondence.
- Processed applications for new accounts.
Bank Teller
Parke Bank
01.2021 - 01.2023
- Provided customers with a high level of service, privacy and confidentiality, and friendly, welcoming attitude. Handled all transactional services, including bank deposits, monetary withdrawals, financial transfers, assist clients on various platforms offered by the Bank, including, but not limited to, online and mobile banking, Bill Pay, remote deposit capture, mobile deposit, wire transfers, ACH transfers, Zelle transfers, and debit cards. Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers. Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions. Shares, shows, and supports clients on a variety of technological digital and online banking products. Such as create and maintain online enrollments, online resets, assist customer using online banking, online wires, ACH capabilities, e-statements, bill pay setup and maintenance, and reset RSA for customers lock outs. Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Ability to manage multiple concurrent objectives, projects, prioritize and allocate time effectively.
Deli Clerk
Village ShopRite
01.2020 - 01.2021
- Sells products by providing customers with information needed to make product-related decisions. Fills, maintains, and rotates products and displays. Prepares special orders and party trays. Operates cash registers, meat and cheese slicers, oven, fryer, microwave, cutting tools, scale, and other Deli equipment. Assist in creating and maintaining effective work schedules to meet production and customer service standards as well as associates’ personal needs. Provide real time coaching, feedback, and assist with the performance management process. Maintain solid communication in the department and with store management.
Education
High School Diploma - General
Mainland Regional HS
LinwoodSkills
Cash Recycler
Debit Card Printer
Check Scanner
Timeline
Bank Teller
First National Bank of Absecon
09.2023 - 05.2025
Bank Teller
Jersey Shore Federal Credit Union
03.2023 - 09.2023
Bank Teller
Parke Bank
01.2021 - 01.2023
Deli Clerk
Village ShopRite
01.2020 - 01.2021
High School Diploma - General
Mainland Regional HS
Similar Profiles
Teagan RuizTeagan Ruiz
Client Service Representative at Absecon Veterinary HospitalClient Service Representative at Absecon Veterinary Hospital
YISROEL MANNYISROEL MANN
Assistant Nursing Home Administrator at Preferred Care at AbseconAssistant Nursing Home Administrator at Preferred Care at Absecon
Jennifer HarveyJennifer Harvey
Director of Information Technology at City Of AbseconDirector of Information Technology at City Of Absecon
Trent CarchidiTrent Carchidi
Monitor Technician at Atlanticare Regional Medical CenterMonitor Technician at Atlanticare Regional Medical Center
Tia MungallTia Mungall
Photographer at Tia Mungall PhotographyPhotographer at Tia Mungall Photography