Chelsea Roberts
Murrayville,GA
Summary
I am an enthusiastic employee with extensive experience in customer service and cash handling at banks or money lending institutes. I have built a strong knowledge in banking services and products. I am a reliable individual, determined to get the task accomplished, dependable for my team, and a honest professional. I work hard combining strategic thinking with hands-on experience to deliver impactful solutions. I have strong communication and teamwork skills, with proven ability to quickly adapt to new environments. I am eager to contribute to team success. I bring a positive attitude and commitment to continuous learning and growth.
Overview
3
3
years of professional experience
Work History
Universal Banker I
United Community Bank
Cleveland GA
08.2024 - Current
- Assisted customers with banking transactions, ensuring accuracy and adherence to policies.
- Educated clients on various banking products and services, enhancing customer engagement.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Maintained friendly and professional customer interactions.
- Referred customers to other banking departments for specialized services.
- Monitored and verified suspicious activity on customer accounts.
Teller I-II
United Community Bank
Cleveland, Ga
07.2023 - 08.2024
- Processed customer transactions efficiently and accurately, ensuring high levels of service satisfaction.
- Balanced cash drawer daily, maintaining accuracy and compliance with bank policies.
- Identified discrepancies in transactions and resolved issues promptly to uphold operational integrity.
- Conducted customer identification verifications as part of compliance with regulatory requirements.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
Receptionist
H&R Block
Gainesville, Ga
01.2023 - 04.2023
- Managed front desk operations, ensuring smooth customer interactions and appointments scheduling.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Coordinated office communications, facilitating information flow between clients and tax professionals.
- Maintained accurate records of client information and appointment schedules using internal systems.
- Implemented organization strategies for office supplies, reducing clutter and improving workflow.
- Supported seasonal peaks by adapting quickly to increased client volume during tax season.
- Confirmed appointments, communicated with clients, and updated client records.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Handled cash transactions and maintained sales and payments records accurately.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Maintained confidentiality of information regarding clients and company.
Education
Pharmacy Technician Certificate - Pharmacy
Pharmacy Technician Program
Clarkesville, GA12-2013
Diploma - Medical Assisting
North Ga Technical College
Clarkesville, Ga03-2009
High School Diploma -
White County High School
Cleveland Ga05-2006
Skills
- Branch operations
- Cash handling proficiency
- Customer needs assessment
- Wire transfers
- Account openings
- Team collaboration
- Documentation skills
- Customer Service-oriented
- Due diligence
- Professional demeanor
- Proficient in Word, Outlook, Navigator, Integrated Teller, BPM, GFX, and Director-Unity
Timeline
Universal Banker I
United Community Bank
08.2024 - Current
Teller I-II
United Community Bank
07.2023 - 08.2024
Receptionist
H&R Block
01.2023 - 04.2023
Pharmacy Technician Certificate - Pharmacy
Pharmacy Technician Program
Diploma - Medical Assisting
North Ga Technical College
High School Diploma -
White County High School
Employee of the Year -2025
I was voted Employee of the Year 2025 at United Community Bank by my coworkers. I strive to provide a positive environment and be a light in the bank. I always have a smile to share and a laugh, along with a helping hand. I was honored to be chosen as Employee of the Year.