Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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
12.2023 - 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
07.2022 - 03.2023
  • 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
06.2020 - 04.2022
  • 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, CA
05.2020

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
12.2023 - Current

Bank Teller

Bank Of The West
07.2022 - 03.2023

Assistant Manager

Walmart
06.2020 - 04.2022

High School Diploma -

Dinuba High School

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Emilly Morfin