Accomplished Banking Professional skilled in exceeding sales goals and enhancing customer service. Expertise in cash handling, employee training, and fostering client relationships while maintaining operational efficiency and compliance. Focused on driving business growth through strategic promotion of financial products and effective problem-solving.
Overview
8
8
years of professional experience
Work History
Head Teller
Citibank, N.A.
San Francisco
07.2013 - 01.2016
Consistently meets and exceeds sales goals
Identified bank products aligning with customer goals to enhance satisfaction
Achieved high scores in customer service surveys by providing attentive assistance to clients.
Trained new hires on protocols to ensure compliance and operational efficiency
Efficient and effective in operations, with little to no losses
Increased authority limits similar to that of a manager
Teller
Wells Fargo Company
San Francisco
06.2008 - 07.2012
Achieved all sales goals halfway through last quarter
Ranked in top 5 for sales referrals in district over last two quarters
Increased sales goals consistently each quarter
Deliver excellent customer service to Wells Fargo Clients employing adept interpersonal skills
Consistently balance cash drawer with little or no losses
Foster teamwork and collaboration among colleagues
Education
BS - Finance
San Francisco State University
San Francisco
general education and general business
University of St Thomas
St Paul, MN
Skills
Cash handling
Compliance management
Transaction processing
Sales techniques
Customer relationship management
Financial product knowledge
Team leadership
Operational efficiency
Employee training
Effective communication
Problem solving
Attention to detail
Bookkeeping and accounting proficiency
Consumer banking
Trustworthy and honest
Volunteer Experience
Meals on Wheels, To Whom It May Concern: Following is my resume for the Member Service Representative position. My experience in customer service, sales, and leadership roles are in alignment with what you are seeking in a candidate. In my last retail banking position, I delivered excellent customer service and sales solutions to Citibank clients. I employed interpersonal skills to gauge customer needs and provided beneficial bank products. I consistently attained high customer service scores and improved my sales goals every quarter. I am very comfortable in a customer service/sales environment and work well with customers, fellow employees and supervisors alike. Being adept with the internal computer systems affords me the skills needed to provide personalized customer service, including selling products that best fit customers' objectives. My previous positions have been customer service oriented, and I have succeeded in each. I am looking to secure the Member Service Representative position to use my background in sales and customer service to the ultimate benefit of your organization. I look forward to speaking with you about how my qualifications can best be utilized. Thank you for your time and consideration.