Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dawn Allen

Owensboro,KY

Summary

Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 23 years of related experience to a challenging position with room for advancement. Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions. Energetic universal Banker with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level universal banker position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

23
23
years of professional experience

Work History

Universal Banker

Truist Bank
11.2000 - 08.2023
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Educated customers on features and benefits of banking products and services.
  • Opened, closed, and updated accounts for customers.
  • Balanced teller drawers and ATM cash.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Provided advice on different bank products and financial options.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.

Education

High School Diploma -

Owensboro High School
Owensboro, KY
05.1985

Skills

  • Cash Handling
  • Trust Funding
  • Community Reinvestment Act
  • USA Patriot Act
  • Change Orders
  • Training Classes
  • Employee Motivation
  • Opening Accounts
  • Customer Outreach
  • Generating Referrals
  • Money Transfers
  • Asset Protection Strategies
  • Customer Transactions
  • ATM Balancing
  • Balancing ATM Machines
  • Inbound Customer Calls
  • Legal Considerations
  • Safe Deposit Box Oversight
  • Consumer Banking
  • Community Relations
  • Safety Violations
  • Investment Advising

Timeline

Universal Banker

Truist Bank
11.2000 - 08.2023

High School Diploma -

Owensboro High School
Dawn Allen