Courtney Beverly
Callahan,Florida
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Lead Teller successfully displaying customer-first mentality while interacting with customers. Understanding and empathetic communicator adept in connecting with others to meet banking needs. Well-versed in handling a high volume of cash on a daily basis in bank settings. Knowledgeable about managing financial transactions, preventing fraud and complying with various security acts and regulations. Looking for a new position with room for advancement where sales abilities and a results-oriented nature will be highly valued. Reliable employee seeking position. Offering excellent communication and good judgment. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
21
21
years of professional experience
Work History
Lead Teller
Wells Fargo
Callahan, Florida
02.2004 - 01.2022
- Introduced customers to other bank team members to help meet financial needs.
- Identified potential needs through observation, questioning and listening.
- Replenished ATM funds in empty canisters prior to validation process.
- Answered inquiries regarding checking and savings accounts and other related products.
- Mentored newly hired team members on appropriate responses to patron questions.
- Investigated and promptly resolved issues with patron accounts.
- 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.
- Provided customers with appropriate literature on banking products and services.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Received loan and utility payments, sending funds to correct destinations.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Established rapport with new clients to increase satisfaction and loyalty.
- Executed wire transfers, stop payments and account transfers.
- Calculated fees due, interest and change for customer transactions.
- Counted, verified and handled bank deposits and armored car transactions.
Call Center Representative
Bug Out Service
Jacksonville, Florida
04.2000 - 03.2003
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Engaged in learning and development opportunities to promote continued performance improvement.
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
- Processed debit and credit card and electronic check payments.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Leveraged sales expertise to promote products and capitalized on upsell opportunities.
- Resolved concerns with products or services to help with retention and drive sales.
- Reduced downtime to support quality control, boost revenue and complete projects on time and under budget.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Educated customers on company systems, form completion and access to services.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Cross-trained and provided back up for customer service managers.
- Effective liaison between customers and internal departments.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Recommended products to customers, thoroughly explaining details.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded proactively and positively to rapid change.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Promptly responded to inquiries and requests from prospective customers.
- Investigated and resolved customer inquiries and complaints quickly.
- Met customer call guidelines for service levels, handle time and productivity.
Education
General
FSCJ
101 W State St. Jacksonville FL 32202High School Diploma -
First Coast High School
Jacksonville, FL05.2000
Skills
- Bank Deposits
- Verbal and Written Communication
- Discrepancy Resolution
- Cash Supply Orders
- Payment Processing
- Resource Estimation
- Relationship Building
- Customer Service
- Product and Service Sales
- Information Processing
- Recordkeeping and Documentation
- Balance Verification and Reconciliation
- Data Entry
- Data Security and Validation
- Problem Solving
- Attention to Detail
- Regulatory Compliance
- Cash Handling
- Armored Car Deposit Verification
- Fraud Detection
- Vault Monitoring
- Staff Assistance
- Decision Making
- Account Security
- Team Cooperation
- Staff Scheduling
- Account Retention
Timeline
Lead Teller
Wells Fargo
02.2004 - 01.2022
Call Center Representative
Bug Out Service
04.2000 - 03.2003
General
FSCJ
High School Diploma -
First Coast High School
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