Danielle McFarland
Kalispell,MT
Summary
At First Interstate Bank, I excelled as a Teller III, leveraging exceptional customer service and cash handling expertise to enhance transaction accuracy and client satisfaction. My proactive approach in balancing cash drawers and resolving discrepancies contributed to a significant improvement in operational efficiency. Skilled in fostering customer loyalty and maintaining strict compliance, I consistently delivered results beyond expectations.
Overview
36
36
years of professional experience
Work History
Teller III
First Interstate Bank
1993.03 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- 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.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained accurate records of customer transactions in line with bank procedures.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Conducted regular self-assessments of performance to identify areas for growth or improvement within the role of a Teller.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Cross-sold credit cards, loans and other bank products.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Processed applications for new accounts.
- Received loan and utility payments, sending funds to correct destinations.
- Established rapport with new clients to increase satisfaction and loyalty.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Trained new hires on customer service policies and procedures.
Office Assistant
Dr. Sorensen
1991.09 - 1992.09
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Updated patient information and insurance details for accurate electronic medical records.
- Registered patients and completed associated paperwork for accurate records.
- Reconciled daily payments received and prepared deposits for smooth office finances.
- Increased accuracy of billing processes by carefully reviewing invoices and verifying insurance coverage before submission.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
Lead Teller
Universal Savings Bank
1988.06 - 1991.06
- Assisted in training new tellers to ensure consistent level of excellent service.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Replenished ATM funds in empty canisters prior to validation process.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
- Received car loan, home loan, and other payments and posted to accounts.
- Assisted customers with banking needs and inquiries.
- Processed applications for new accounts.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Education
High School Diploma -
Richland High
Orange, CA06.1986
Skills
- Exceptional customer service
- Strong Work Ethic
- Professionalism and Courtesy
- Excellent time management skills
- Transaction processing accuracy
- Cash handling expertise
- Customer Service-Oriented
- New Account Setup
- Currency Exchange
- Night and Safe Deposit Procedures
- Balance Transfers
- Staff Scheduling
- Cash Drawer Balancing
Timeline
Teller III
First Interstate Bank
1993.03 - Current
Office Assistant
Dr. Sorensen
1991.09 - 1992.09
Lead Teller
Universal Savings Bank
1988.06 - 1991.06
High School Diploma -
Richland High
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