Emilly Morfin
Dinuba,CA
Summary
A leader with an organized nature with superior attention detail and an analytical problem-solving approach who is goal-oriented and enterprising.
Overview
4
4
years of professional experience
Work History
Univeral Banker
Mechanics Bank
2023.12 - Current
- Open checking, savings, money market and certificates of deposit accounts.
- Order checks, debit cards and furnish online banking details to facilitate new transactions.
- Cash checks, accept deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Support branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improve customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
Bank Teller
Bank Of The West
2022.07 - 2023.03
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Educated customers on use of banking website and mobile apps.
- Assisted customers with compromised debit cards and issued new credentials.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
Assistant Manager
Walmart
2020.06 - 2022.04
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Developed and implemented policies aimed at increasing team productivity and improving operational efficiency.
- Developed planning skills by organizing and scheduling activities on a daily, weekly, and monthly basis.
- Oversaw a team of 32 employees and provided performance feedback.
Education
High School Diploma -
Dinuba High School
Dinuba, CA05.2020
Skills
- People-oriented
- Computer literate
- Detail-oriented
- Customer Service
- Written and Verbal Communication
- Skilled problem solver
- Organization
- Flexibility
- Customer Relationship Development
- Call and Email Handling
- Strategic Planning
Languages
Spanish
Native or Bilingual
Timeline
Univeral Banker
Mechanics Bank
2023.12 - Current
Bank Teller
Bank Of The West
2022.07 - 2023.03
Assistant Manager
Walmart
2020.06 - 2022.04
High School Diploma -
Dinuba High School
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