ELIZABETH WILLIAMS
Summary
Bank Officer/Personal Banker/Teller Operations. Adept at processing customer transactions, counting money and maintaining balanced cash drawer with high level of accuracy. Trained in all aspects of opening and closing procedures. Excellent reputation for resolving problems and improving customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Strong knowledge offering banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Teller
Fistaff/Prosperity Bank
08.2022 - 01.2023
- 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.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Increased sales by 10%.
- Executed wire transfers, stop payments and account transfers.
- Managed over 50 customer calls per day
Banking Officer/Personal Banker/Teller Operations Specialist
Union State Bank
08.2006 - 10.2018
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Represented bank at community events to establish strong ties and promote business.
- Managed and opened over 60 checking, saving, IRA, Certificate of deposits accounts.
- Collaborated with compliance department to eliminate procedural errors and margin breaks.
- Supervised branch operations and made continuous improvements in each area.
- Orchestrated audits focused on registration and training functions.
- Met with SVP to review clients to generate new business and negotiate contracts.
- Managed team of 8 in teller/personal accounts holding quarterly meetings for updates and review goals.
Education
Associate of Applied Science - Clinical And Administration Medical Assisting
The Training Center of Central Texas
455 E. Central Express Way, Harker Heights Tx 765412.2023
Associate of Science - Medical Assisting
El Paso Community College
El Paso, TX08.1984
Skills
- Data Entry
- Payment Collection
- Medical Billing
- Patient Flow Management
- Patient-Focused Care
- Patient Scheduling
- Medical Office Administration
- Inventory Management
- Lab Equipment Calibration
- Sterile Technique
- Medical Terminology Knowledge
Accomplishments
- Promoted to Lead Teller based on superior performance.
- Achieved trouble shooting ATM by completing process and restart with accuracy and efficiency.
- Cross trained 15 tellers as Personal Bankers in 1 month in 4 years
- Documented and resolved 30 customer account issues which led to customer satisfaction.
Certification
- Harker Heights Tx, The Training Center
- Certification Phlebotomy
- Certification EKG
- Certification Clinical Medical Assistant
- Certification Medical Administration Assistant
- Slim Chart Medical Office WorkFlow
- Electronic Health Care
Timeline
Teller
Fistaff/Prosperity Bank
08.2022 - 01.2023
Banking Officer/Personal Banker/Teller Operations Specialist
Union State Bank
08.2006 - 10.2018
Associate of Applied Science - Clinical And Administration Medical Assisting
The Training Center of Central Texas
Associate of Science - Medical Assisting
El Paso Community College
- Harker Heights Tx, The Training Center
- Certification Phlebotomy
- Certification EKG
- Certification Clinical Medical Assistant
- Certification Medical Administration Assistant
- Slim Chart Medical Office WorkFlow
- Electronic Health Care
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