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Brandy Carlson
Sanford,FL
Summary
Teller manager with extensive banking experience, consistently exceeding sales targets and improving customer satisfaction. Proven ability to manage teller operations while ensuring compliance and operational efficiency. Expertise in training staff to foster a culture of excellence and enhance overall performance.
Overview
28
28
years of professional experience
Work History
Teller Manager
Seacoast Bank
Longwood, Florida
04.2023 - Current
- Supervised teller line operations to ensure compliance with policies and efficiency standards.
- Trained staff on customer service excellence and banking procedures for improved performance.
- Managed cash handling processes, ensuring accuracy and security in transactions.
- Resolved customer inquiries quickly to enhance overall satisfaction levels.
- Conducted audits regularly to verify adherence to regulatory requirements and internal policies.
- Created detailed reports of transactions, including deposits and withdrawals, for management review.
- Identified process improvement opportunities and communicated findings to senior management team.
- Assisted in developing strategies aimed at increasing sales within branch network.
Senior Lead Teller
Jax Federal Credit Union
Jacksonville, FL
07.2011 - 08.2021
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Maintained accurate cash levels in bank's vault to ensure smooth daily transactions. of daily cash for withdrawals and deposits.
- Assisted tellers with daily activities, including check approvals, error resolution, and member inquiries.
- Managed daily team scheduling to optimize staffing and meet customer service needs.
- Performed regular audits of teller activities maintaining signed records.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
Teller Service Manager
Wells Fargo
Jacksonville, FL
03.1999 - 07.2011
- Supervised teller team by enforcing policies and procedures related to teller operations, security and compliance.
- Oversaw teller operations, addressed escalated customer inquiries, and delegated tasks to fulfill operational requirements.
- Reviewed and approved transactions above limits and authority levels of teller staff.
- Drove daily operations through cash drawer balancing, counterfeit currency identification and vault cash management.
- Controlled cash and forecasted cash usage to ensure availability while mitigating risk.
- Developed teller team schedules to ensure optimal staffing levels.
- Completed necessary reports for compliance with government regulations related to large cash transactions and sale of monetary instruments.
Education
High School Diploma -
Edward H. White High School
Jacksonville, FLSkills
- Cash handling
- Compliance auditing
- Quality control
- Sales strategy development
- Customer service excellence
- Team leadership
- Team management
- Employee coaching
- Training development
- Attention to detail
- Effective communication
- Building relationships
- People skills
- Commercial services
Timeline
Teller Manager
Seacoast Bank
04.2023 - Current
Senior Lead Teller
Jax Federal Credit Union
07.2011 - 08.2021
Teller Service Manager
Wells Fargo
03.1999 - 07.2011
High School Diploma -
Edward H. White High School