Briana Cooper
WILSON ,NC
Summary
Dynamic banking professional with extensive experience at Truist, excelling in branch operations and cash handling. Proven track record in enhancing customer satisfaction through personalized financial advising and effective transaction processing. Adept at assessing customer needs and implementing strategies that foster strong relationships and operational efficiency. Committed to achieving branch goals and team productivity.
Overview
10
10
years of professional experience
Work History
Universal Banker
TRUIST
07.2023 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
Branch Coordinator
Truist
Greenville, NC
07.2021 - 06.2023
- Improved branch efficiency by streamlining processes and implementing time-saving strategies.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Coordinated meetings between various departments at the branch level to address any operational challenges.
- Managed branch inventory, ensuring adequate supply levels for daily operations.
- Maintained a clean, organized, and professional environment for both customers and employees.
- Oversaw financial transactions to maintain accuracy in accounting records and reduce discrepancies.
- Increased customer satisfaction with prompt resolution of issues and concerns.
- Developed strong relationships with clients by offering personalized service tailored to their needs.
- Remained calm and professional in stressful situations.
- Performed duties in office environment during operating hours.
- Coordinated staff schedules for optimal coverage during peak business hours.
- Balanced operational awareness with customer focus.
Teller Supervisor
Wells Fargo
01.2015 - 04.2018
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
- Collaborated with management to establish branch goals, developing strategies to achieve them.
- Increased team productivity with regular coaching and performance feedback sessions.
Education
Diploma -
D.H. Conley Highschool
Greenville, NC2011
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Financial advising
- Transaction processing
- Payment processing
Accomplishments
2023 Truist Performance Award Winner
Timeline
Universal Banker
TRUIST
07.2023 - Current
Branch Coordinator
Truist
07.2021 - 06.2023
Teller Supervisor
Wells Fargo
01.2015 - 04.2018
Diploma -
D.H. Conley Highschool