Summary
Overview
Work History
Education
Skills
Timeline
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Bersa Beyene

Silver Spring,MD

Summary



Dynamic and Results-Driven: With a proven track record of over 14 years in the banking and financial services industry, I have demonstrated comprehensive expertise and a results-oriented approach.

Leadership & Team Development: I have a history of successful team leadership, operational optimization, and driving continuous improvement strategies.

Customer Service Excellence: I am acknowledged for consistently delivering outstanding customer service and high-performance results.

Advanced Reporting Techniques: I have mastered advanced financial reporting techniques, with an unwavering commitment to accuracy and compliance standards.

Analytical & Problem-Solving Skills: I possess strong analytical and problem-solving abilities with a focus on data-driven decision-making and strategic problem resolution.

Technology Utilization: I am proficient in effectively leveraging technology to elevate financial processes and enhance customer engagement.

Operational Efficiency: I am adept at proficiently managing inventory, optimizing cost controls, and ensuring efficient resource allocation to drive operational excellence.

I am a seasoned auditing professional knowledgeable about risk aversion strategies, cost reduction options, and financial processes.

I am a decisive and persuasive communicator with proven problem-solving, leadership, and planning abilities. I am a detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

14
14
years of professional experience

Work History

Account Analyst

PNC Bank
02.2022 - 07.2024
  • Conducted detailed financial data analysis with a focus on accuracy and precision in reporting
  • Managed and maintained the general ledger, ensuring data accuracy and reliability
  • Provided strategic recommendations to reduce costs and enhance financial performance
  • Developed and utilized complex financial models to support business decisions
  • Prepared and structured sophisticated reports on financial status and risks for senior management
  • Collaborated with cross-functional teams to streamline processes and improve financial efficiency
  • Utilized strong problem-solving skills to promptly address financial discrepancies and resolve issues effectively
  • Leveraged CRM software to efficiently manage client relationships, ensuring high levels of customer satisfaction
  • Conducted thorough ATM reconciliation to ensure accurate recording of all transactions and promptly addressed any discrepancies
  • Investigated and resolved ATM discrepancies with precision, minimizing financial losses and upholding customer trust
  • Coordinated seamlessly with branch staff and ATM service providers to ensure timely and accurate reconciliation processes
  • Collaborated with third-party vendors such as Garda to address and resolve complex ATM issues swiftly and effectively
  • Leveraged and customized large Excel datasets using macros and pivot tables to enhance data analysis and reporting efficiency
  • Developed automated Excel macros to streamline repetitive tasks and improve data processing accuracy
  • Created and managed pivot tables to extract, summarize, and visualize large volumes of data, facilitating better decision-making
  • Accurately entered data into company databases and spreadsheets
  • Maintained and updated customer records in the CRM system
  • Processed high volumes of data daily
  • Prepared regular data trend reports for management.

Head Teller

TD Bank
08.2018 - 12.2022

Ensured accurate branch operations before end of each day

  • Collaborated with tellers to ensure compliance with bank policies and procedures
  • Reconciled branch settlement differences to guarantee accuracy and compliance
  • Managed and maintained the branch's central cash vault professionally
  • Supervised, trained, evaluated, and mentored bank teller staff effectively
  • Tracked key banking and staffing metrics and generated detailed reports for management
  • Conducted monthly teller and vault audits to ensure compliance with financial regulations
  • Protected customer personal information and minimized potential losses
  • Trained staff on security protocols and best practices in a comprehensive manner
  • Assisted tellers in meeting their sales goals by identifying and referring sales opportunities
  • Facilitated ATM reconciliations for accurate and timely processing
  • Opened new accounts and recommended banking services to meet customer needs with precision
  • Ensured completion of all branch tasks with precision before the end of each workday
  • Collaborated closely with tellers to guarantee strict adherence to all bank policies and procedures
  • Reconciled discrepancies in branch settlements to ensure precision and compliance with regulations
  • Managed and upheld the branch's central cash vault to maintain financial security
  • Provided oversight, training, evaluations, and mentorship to the bank teller team
  • Tracked essential bank and staffing performance metrics, and prepared comprehensive reports for management review
  • Conducted monthly audits of teller operations and the vault to ensure full compliance with financial regulations
  • Implemented measures to safeguard customer information and mitigate potential losses
  • Proficiently executed data entry tasks by inputting and updating information in electronic systems and databases
  • Meticulously handled sensitive and confidential information with utmost discretion, ensuring full compliance with data protection regulations
  • Delivered comprehensive training to staff on security protocols and best practices
  • Aided tellers in achieving their sales targets by identifying and referring sales opportunities
  • Spearheaded the reconciliation of ATMs to ensure precise and timely processing
  • Initiated the opening of new accounts and recommended appropriate banking services to fulfill customer requirements.

Universal Banker

Capital One
05.2014 - 07.2018
  • Conducted cash counts and reconciled cash at the beginning and end of each shift
  • Processed various forms of payments, including cash, checks, and money orders
  • Resolved customer account issues, improving customer retention and satisfaction
  • Directed customers to supervisors for resolving complex issues beyond the teller's scope
  • Assisted patrons in converting foreign currency to U.S
  • Dollars
  • Educated customers about the range of bank services, resulting in successful loan referrals
  • Provided training and guidance to new tellers, enhancing overall operational efficiency and performance
  • Implemented precise cash handling protocols, resulting in minimal errors and discrepancies
  • Initiated new account openings and recommended additional financial products to customers.

Teller

SunTrust Bank
07.2012 - 04.2014
  • Provided account services to customers in person and over the phone
  • Identified and pursued cross-selling opportunities with both existing and prospective customers
  • Responded promptly to customer account inquiries, resolving issues efficiently
  • Conducted various banking transactions, including deposits, withdrawals, and account transfers
  • Demonstrated exceptional customer service skills
  • Maintained knowledge of bank policies, procedures, and regulations, ensuring compliance
  • Opened new accounts and encouraged the adoption of banking products to customers.

Customer Service/Cashier, Store Supervisor

Caribou Café
06.2010 - 06.2012
  • Led and supervised a team of baristas, ensuring exceptional customer service and efficient operations
  • Trained new employees in coffee preparation techniques and customer service standards
  • Scheduled and organized work shifts, managed staff availability, and optimized productivity
  • Monitored inventory levels, placed orders for supplies, and ensured proper storage and rotation of stock
  • Developed and implemented strategies to drive sales and increase customer loyalty
  • Handled customer inquiries, resolved complaints, and maintained a welcoming atmosphere
  • Managed the cash register and handled financial transactions accurately.

Education

Economics -

University of Athens

Associate of Arts -

Montgomery College
01.2016

Skills

  • Financial Reporting
  • General Ledger Management
  • Data Analysis & Forecasting
  • Investment Analysis
  • CRM Software Proficiency
  • Problem-Solving & Decision-Making
  • Team Leadership & Development
  • Bookkeeping
  • Exceptional communication
  • Fluent in English, Greek
  • ATM Reconciliation
  • Collaboration with Third-Party Vendors

Timeline

Account Analyst

PNC Bank
02.2022 - 07.2024

Head Teller

TD Bank
08.2018 - 12.2022

Universal Banker

Capital One
05.2014 - 07.2018

Teller

SunTrust Bank
07.2012 - 04.2014

Customer Service/Cashier, Store Supervisor

Caribou Café
06.2010 - 06.2012

Economics -

University of Athens

Associate of Arts -

Montgomery College
Bersa Beyene