Brooke Russo
Fredonia
Summary
Detail-oriented professional with a strong foundation in customer service, compliance management, and financial reporting. Proven ability to enhance customer experiences and ensure adherence to regulations.
Overview
11
11
years of professional experience
Work History
Teller
KeyBank
Dunkirk
08.2018 - Current
- Processed customer transactions efficiently and accurately.
- Maintained cash drawer and balanced daily transactions, ensuring accurate financial reporting and accountability.
- Assisted customers with account inquiries and service requests.
- Promoted bank products and services, contributing to improved customer satisfaction and retention.
- Ensured compliance with bank policies and regulations consistently.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately, minimizing errors and enhancing transaction efficiency.
- Maintained confidentiality of all customer records and information according to company policies.
Financial Wellness Associate
KeyBank
Dunkirk
08.2018 - Current
- Built relationships with customers by providing friendly customer service.
- Assisted customers with selecting items and answering questions about products.
- Provided customer service support for inquiries, complaints, and returns.
- Ensured compliance with company safety regulations at all times while on the job.
- Managed multiple tasks simultaneously while maintaining attention to detail.
Lead Teller
KeyBank
Dunkirk
08.2018 - Current
- Supervised daily operations of teller line, ensuring compliance with policies and enhancing service quality.
- Conducted audits of cash drawers to verify balances and identify discrepancies.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Monitored accounts to identify potential fraud risks or suspicious activities, contributing to branch security.
- Tracked inventory levels of supplies necessary for daily operations.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Handled daily team scheduling and properly staffed shifts.
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
- Completed monthly audits and managed overdraft reports.
- Resolved discrepancies in customer accounts, improving customer satisfaction and trust.
Internal Audit Clerk
Lake Shore Savings bank
Dunkirk
01.2015 - 04.2017
- Reviewed financial documents to verify accuracy and maintain compliance with record-keeping standards.
- Assisted in preparing comprehensive reports for internal audits and regulatory reviews, enhancing transparency.
- Communicated findings with management to support decision-making processes.
- Monitored compliance with bank policies and procedures during audits.
- Checked data points and financial postings for accuracy and compliance with established standards.
- Investigated discrepancies between recorded transactions and actual activity.
- Maintained accurate records of all audits conducted.
- Documented processes related to internal controls, policies, and procedures.
- Analyzed accounting systems to ensure compliance with relevant regulations.
- Reviewed financial statements and documents for accuracy.
Education
Some College (No Degree) - Paralegal/Business Studies
Finger Lakes Community College
Canandaigua, NY05-2026
Skills
- Cash handling
- Transaction processing
- Regulatory adherence
- Customer service
- Attention to detail
- Data analysis
Accomplishments
- Teller Star Award 2023
Timeline
Teller
KeyBank
08.2018 - Current
Financial Wellness Associate
KeyBank
08.2018 - Current
Lead Teller
KeyBank
08.2018 - Current
Internal Audit Clerk
Lake Shore Savings bank
01.2015 - 04.2017
Some College (No Degree) - Paralegal/Business Studies
Finger Lakes Community College