Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brittany Morris

Jamestown,NY

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relationships with customers to demonstrate trust and decrease account closure rates. Very skilled at understanding customer needs to recommend appropriate products. Extremely detail-oriented team player with strong organizational skills to get the job done. Ability to handle multiple situations simultaneously with a high degree of accuracy with excellent time management and problem-solving skills.

Overview

11
11
years of professional experience

Work History

Personal Banker

Key Bank
03.2017 - Current
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Answered customer questions and explained available services such as deposit accounts.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Expanded client base by promoting new financial products.
  • Verified customer identity and reviewed documentation for accuracy.
  • Proven track record of meeting goals set for the branch as well as my own.
  • Maintained customer records and updated account information.
  • When Branch Manager was out of the office, acted as Officer In Charge to ensure the branch ran smoothly.

Lead Teller

Key Bank
09.2015 - 03.2017
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Introduced customers to other bank team members to help meet financial needs.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Identified potential needs through observation, questioning, and listening.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Investigated and promptly resolved issues with client accounts.
  • Trained new hires on customer service policies and procedures.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Cross-sold credit cards, loans and other bank products.

Teller

Key Bank
05.2012 - 09.2015
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Assisted with training of new tellers on policies and procedures.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Educated customers on online banking and mobile banking applications.
  • Handled various accounting transactions.

Education

No Degree - Human Services

Jamestown Community College
Jamestown, NY

High School Diploma -

Pine Valley Central Junior-Senior High School
South Dayton, NY
06.2008

Skills

  • Revenue Generation
  • Client Relationship Management
  • Cash Handling
  • Financial Advisement
  • Customer Satisfaction
  • Branch Operations
  • Cash Vault Auditing
  • Sales Expertise
  • Teller Auditing
  • Deposit Verification
  • Coaching Clients
  • Interpersonal Skills
  • Partnership Management
  • Branch Management
  • Sell Services

Timeline

Personal Banker

Key Bank
03.2017 - Current

Lead Teller

Key Bank
09.2015 - 03.2017

Teller

Key Bank
05.2012 - 09.2015

No Degree - Human Services

Jamestown Community College

High School Diploma -

Pine Valley Central Junior-Senior High School

Similar Profiles

CREATE PROFILE
Brittany Morris