DANIEL WELLINGTON
Ada,OK
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.
Overview
6
6
years of professional experience
Work History
Bank Teller
Citizens Bank of Ada
02.2019 - Current
- Customer Service.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Audited fellow teller currency to contribute to dual-control procedures.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Placed orders for customer checks and verified starting numbers.
- Assisted customers with compromised debit cards and issued new credentials.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Sold and cross-sold bank products to new and existing customers.
- Counted and packaged currency and coins.
- Removed mutilated currency from circulation.
- Turned in excess cash to maintain drawer security.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Provided customer records, account statements and copies of checks.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained accurate records of customer transactions in line with bank procedures.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
Bachelor of Science - Marketing
East Central University
05.2024
Skills
- Experienced in Excel, Word, PowerPoint, and Outlook
- Efficient multitasking under deadlines
- Exhibits a positive demeanor
- Encourages collaborative work environments
- Strong customer service abilities
- Maintaining professionalism in challenging interactions
PERSONAL
I have been married to Meagan for 3 years. We live outside of Ada and have a small farm. We love animals and currently have chickens, ducks, turkeys, rabbits, cats and dogs. I love to be outside and to hunt and fish.
Timeline
Bank Teller
Citizens Bank of Ada
02.2019 - Current
Bachelor of Science - Marketing
East Central University
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