Crystal Gadsden
Rex,GA
Summary
Versatile financial services professional with comprehensive experience in client relations, regulatory compliance, and operational efficiency. Expertise in training team members and managing diverse banking needs, ensuring accurate documentation and security protocols. Committed to delivering exceptional service and fostering a collaborative team environment.
Overview
1
1
Language
10
10
years of professional experience
Work History
Universal Banker
TRUIST
02.2022 - Current
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Advised customers on bank products, services and financial planning options.
- Established new accounts and services for customers, clarifying restrictions, benefits, and requirements.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Guided customers in understanding and utilizing technical tools like mobile applications and online banking.
- Managed high-volume incoming calls, ensuring timely response and professional communication.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Trained and coached less experienced team members on procedures, compliance standards, and performance strategies.
- Managed intake processes, ensuring accurate documentation and compliance with regulatory requirements.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Bank Teller
Delta Community Credit Union
10.2020 - Current
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Reconciled cash and checks with computer records at end of shift to ensure accuracy and accountability.
- Responded and assisted customers with account inquiries and updates.
- Entered transactions into computer and issued customer receipts.
- Explained bank services and financial products to customers, clarifying applicable fees and enhancing customer understanding.
- Identified customer financial needs and goals, recommending suitable financial products to align with their objectives.
Bookkeeper
Kroger
02.2017 - 07.2020
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Processed accounts payable transactions by verifying invoices and ensuring timely payments to vendors. and receivable transactions.
- Reviewed purchase documents and receipts to ensure accurate reconciliation with financial statements.
- Coordinated with management to resolve discrepancies in financial reports, enhancing overall data accuracy.
- Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
- Trained new staff on bookkeeping software and company policies, improving onboarding efficiency.
- Assisted senior leadership by processing documents within anticipated timeframes.
Education
GED -
Technical College System of Georgia
Georgia12-2019
Skills
- Financial advising
- Wire transfers
- Electronic transfers
- Cash handling
- Customer service
- Task management
- Time management
- Problem solving
- Team leadership
Languages
English
Professional
Timeline
Universal Banker
TRUIST
02.2022 - Current
Bank Teller
Delta Community Credit Union
10.2020 - Current
Bookkeeper
Kroger
02.2017 - 07.2020
GED -
Technical College System of Georgia