Summary
Overview
Education
Work History
Skills
Timeline
Generic

Dylan Coody

Bozeman,MT

Summary

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.

Overview

10
10
years of professional experience

Education

Bachelor's - Business Administration

University of Montana
Dillon, MT
12.2019

Work History

Teller Supervisor

First Security Bank
08.2024 - Current
  • Supervised a team of five tellers, providing guidance and support to ensure efficient and accurate transaction processing
  • Implemented new cash handling procedures that reduced errors by improved overall teller performance
  • Performed regular audits of teller transactions to identify discrepancies or potential fraudulent activities
  • Resolved complex customer issues or complaints promptly and effectively, maintaining high levels of customer satisfaction
  • Created weekly schedules for the teller team, optimizing staffing levels based on anticipated customer traffic patterns
  • Implemented a system for tracking individual teller performance metrics, allowing for targeted coaching and recognition of top performers
  • Collaborated with other departments such as loan officers or mortgage specialists to facilitate seamless financial transactions for customers
  • Developed strong relationships with key customers through personalized service delivery and proactive communication efforts
  • Counted cash drawers and made bank deposits.
  • Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
  • Examined tellers' reports of daily transactions for accuracy.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Referred customers to other banking departments for specialized services.

Financial Services Representative

Sky Federal Credit Union
11.2023 - 08.2024
    • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
    • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
    • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
    • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
    • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
    • Opened, closed, and updated accounts for customers.
    • Balanced teller drawers and ATM cash.
    • Educated customers on features and benefits of banking products and services.
    • Trained new hires on customer service policies and procedures.
    • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Universal Banker

American Bank
05.2023 - 08.2023
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.
  • Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Opened, closed, and updated accounts for customers.
  • Balanced teller drawers and ATM cash.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Educated customers on features and benefits of banking products and services.

Bank Teller/Customer Service Representative

First Security Bank
11.2021 - 05.2023
    • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
    • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
    • Responded to customer requests for products, services, and company information.
    • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
    • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
    • Implemented and developed customer service training processes.
    • Maintained up-to-date knowledge of product and service changes.
    • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
    • Identified sales opportunities and referred customers to branch partners in financial services.
    • Processed customer transactions promptly, minimizing wait times.
    • Educated customers on use of banking website and mobile apps.
    • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
    • 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.
    • Maintained accurate records of customer transactions in line with bank procedures.
    • Trained new hires on customer service policies and procedures.
    • Reconciled cash drawer and resolved discrepancies.
    • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

Various Positions

Available Upon Request
08.2015 - 11.2021
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Cultivated interpersonal skills by building positive relationships with others.

Skills

  • Retail banking experience
  • Accurate transaction execution
  • Goal setting and achievement
  • Staff management
  • Cash auditing
  • Cash handling and management
  • Staff training and development
  • Customer engagement
  • Cash handling expertise
  • Account updating
  • Scheduling
  • Dispute resolution
  • Staff training
  • Wire transfers
  • Deposit processing
  • Loan application management
  • Detailed credit assessment
  • Team building
  • Customer service
  • Advanced skills in Microsoft Office suite

Timeline

Teller Supervisor

First Security Bank
08.2024 - Current

Financial Services Representative

Sky Federal Credit Union
11.2023 - 08.2024

Universal Banker

American Bank
05.2023 - 08.2023

Bank Teller/Customer Service Representative

First Security Bank
11.2021 - 05.2023

Various Positions

Available Upon Request
08.2015 - 11.2021

Bachelor's - Business Administration

University of Montana

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Dylan Coody