Danielle Wooldridge
Halifax
Summary
Detail-oriented Teller Coordinator with 26 years of cash handling and customer service experience. Understands general accounting and finance concepts. Organized and dependable professional who excels at processing high volumes of error-free transactions and meeting scorecard goals. Results-driven, provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service.
Overview
37
37
years of professional experience
Work History
Relationship Teller
Benchmark Community Bank
05.2023 - 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.
CSR/Agent, Insurance
Alderson, Simmons Insurance
04.2015 - Current
- Process customer payments, changes to customer policy and any other customer related issue
- Licensed in property and casualty insurance.
Teller Coordinator
SunTrust Banks Inc
04.1988 - 08.2014
- Opened new customer accounts
- Complied with internal controls and federal regulations by implementing fundamental methods.
- Balanced daily cash deposits and bank vault inventory with a zero-error rate
- Motivated tellers to achieve sales and service goals with continuous coaching.
- Researched and resolved customer issues
- Loaded consumer loan applications
- Delivered prompt, accurate and excellent customer service.
Education
Banking courses -
in American institute - Financial/Psychology
Virginia Western COMM College
Roanoke, VA1985
Skills
- Exceptional customer service Debt and credit management
- Sales expertise Energetic
- Keen sense of banking ethics Strong work ethic
- Approachable Organized
- Field Auditing
- Creating Accounts
- Team Goals
- Sales and Upselling
Accomplishments
- Balanced daily cash drawers and vaults totaling an average of $18,000-$30,000
- Top 3% in the region for sales, referrals and Balancing accuracy
- Increased annual revenue by meeting monthly sales goals monthly with equities, mortgage, checking and savings account
- Also by creating effective strategies to expand existing customer services.
Timeline
Relationship Teller
Benchmark Community Bank
05.2023 - Current
CSR/Agent, Insurance
Alderson, Simmons Insurance
04.2015 - Current
Teller Coordinator
SunTrust Banks Inc
04.1988 - 08.2014
in American institute - Financial/Psychology
Virginia Western COMM College