Eileen Norris
Glasgow,VA
Summary
Dedicated Financial Professional offering 11 years of financial industry success. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business success. 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.
Overview
11
11
years of professional experience
Work History
Banker
Wells Fargo Bank NA
Lexington, VA
08.2013 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Opened, closed and updated accounts for customers.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Evaluated client financial positions and identified most appropriate banking products.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Consulted on business packages and made personalized recommendations.
- Represented bank at community events to establish strong ties and promote business.
- Developed tailored solutions to meet individual banking needs.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services
Teller
Wells Fargo Bank NA
Lexington, VA
01.2011 - 08.2013
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- 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.
- Educated customers on use of banking website and mobile apps.
- 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.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Handled various accounting transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
Master of Science - Financial Forensics And Fraud Investigation
Southern New Hampshire University
Hooksett, NH07.2024
Bachelor of Science - Forensic Accounting And Fraud Analytics
Southern New Hampshire University
Hooksett, NH07.2020
Skills
- New Account Setup
- Task Prioritization
- Information Processing
- Account Services
- Data Security and Validation
- Regulatory Compliance
- Complex Information Interpretation
- Discrepancy Resolution
- Product and Service Sales
- Customer Service
- Cash Drawer Reconciliation
- Verbal and Written Communication
- Customer Service-Oriented
- Quality Control
- Signature Verification
- Problem Solving
- Honest and Ethical
- Attention to Detail
- Relationship Building
- Identity Verification
- Pleasant and Personable
- Fraud Detection
- Team Cooperation
- Account Retention
- Reliable and Responsible
- Decision Making
- Accounting Software
- Fee Calculations
- Account Security
- Analytical Thinking
Timeline
Banker
Wells Fargo Bank NA
08.2013 - Current
Teller
Wells Fargo Bank NA
01.2011 - 08.2013
Master of Science - Financial Forensics And Fraud Investigation
Southern New Hampshire University
Bachelor of Science - Forensic Accounting And Fraud Analytics
Southern New Hampshire University