Professional banking expert with proven experience in financial transactions, customer service, and operational efficiency. Skilled in cash handling, account management, and fraud prevention. Strong focus on team collaboration and achieving results, adaptable to changing needs. Reliable and trustworthy, with keen understanding of banking protocols and compliance standards.
Work History
Teller Manager
3 Years 1 Month
Eastern Bank | 09.2023 - Current
Coached teller team on transaction accuracy, service standards, and branch procedures.
Supervised teller operations, ensuring accurate cash handling and policy compliance.
Monitored cash balancing, vault controls, and drawer discrepancies.
Resolved customer escalations with prompt, professional support.
Scheduled branch coverage to maintain efficient daily workflow.
Reviewed teller performance and provided corrective feedback when needed.
Supported branch sales goals by identifying customer banking needs.
Reinforced compliance with banking regulations, security protocols, and audit requirements.
Fostered a positive work environment by promoting teamwork, collaboration, and open communication among staff members.
14 Years 9 Months
Community Bank Merge with Eastern Bank | 01.2012 - Current
Senior Teller
18 Years 1 Month
Eastern Bank | 09.2008 - Current
Served as Teller Manager backup for the branch.
Performed various teller duties, including cash handling and customer service.
Cash checks for customers and non-customers according to bank policy
Process and properly record the sale of monetary instruments (i.e. official bank checks)
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
Process various types of loan payments and credit card cash advances
Adhered to all bank policies and procedures in all duties.
Acted as backup for the Teller Manager.
Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
Process and properly record the sale of monetary instruments (i.e. official bank checks)
Process foreign currency purchases and sales
Processed customer requests to redeem savings bonds for cash.
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
Process various types of loan payments and credit card cash advances
Assist with providing customers with access to safe deposit area
Identified financial needs of customers and made referrals to platform staff. Also manages the tellers' participation in the referral process through monitoring and coaching. Managed daily operations of small-to-mid-sized banking office teller line, setting and communicating performance standards, establishing strategies, coaching teller staff, and preparing performance assessments. May also participate in the recruitment and interview processes for new tellers.
Reviewed and approved transactions exceeding tellers' limits and authority, maintaining oversight of all teller operations. Ultimately responsible for all teller operations to include teller operating systems, inventory of negotiable instruments, compliance and security requirements, and adherence to defined policies and procedures as they relate to teller functions. Maintains direct control of cash within prescribed limits and charged with mastering use of the cash forecasting system in an effort to maximize availability while minimizing risk.
14 Years
Plymouth Saving Bank | 01.1991 - 01.2005
Processed deposits, withdrawals, transfers, and loan payments accurately while delivering courteous customer service.
Balanced cash drawer daily and resolved variances according to branch control procedures.
Verified identification, signatures, and transaction details to support compliance and reduce risk.
Assisted customers with account inquiries, product information, and routine banking needs.
Managed cash orders, vault access, and teller supplies to maintain branch readiness.
Referred customers to banking specialists for deposit, lending, and service solutions.
Trained new tellers on transaction procedures, balancing standards, and service expectations.
Education
High School Diploma
Freetown Lakeville Regional High School | Lakeville, Ma | 01-1984
Skills
IBS Teller Insight
COCC
FIS
Microsoft Excel
Microsoft Word
Powerpoint
Microsoft Edge
Medavante Insight
Cash management
Additional Skills
Belmont St Branch Additional duties
ATM-Oversees limits & assist with errors
Making Schedules for the Branch
Ordering Cash-Icom
Ordering Supplies-WB Mason-Winbrook
TCR
Morning Huddles focusing on Goals for Branch.
Training of all staff on teller lin.
Coaching staff on customer interaction and sales and referrals.
Proving back up support to the teller manager regrading Aduits, error corrections and maintenance Of the TCR & encoding machine & currency counter.