Summary
Overview
Work History
Education
Skills
Qualified Profile
References
Timeline
Generic

Erika Weston

Belmont,NC

Summary

Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues, implementing new processes and providing exemplary customer service. Possesses excellent organizational, problem-solving, and communication skills.

Overview

25
25
years of professional experience

Work History

Lead Operations Associate-MOD

JPMORGAN Chase
05.2022 - Current
  • Work with the branch manager to set the tone of the branch environment to provide an exceptional customer experience, and a dynamic and engaging culture
  • Process and assist customers with transactions
  • Introduce customers to branch team who will build relationships and assist with specialized financial needs
  • Make customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
  • Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards
  • Assist with scheduling as necessary
  • In the absence of the Branch Manager or designated banker, given responsibility to communicate branch priorities throughout the day
  • Demonstrated ability to make connections, engage and educate customers and refer as appropriate
  • Strong desire and ability to influence, educate and connect team, partners and customers to technology
  • Demonstrated leadership abilities and works well in a team environment
  • Demonstrated proficiency in operations and transaction accuracy.

Relationship Banker

First Horizon
04.2018 - 05.2022
  • Identify, evaluate and resolve client financial needs
  • Possesses skills, ability and aptitude to deliver industry-leading service
  • Perform routine client maintenance requests, problem resolution and basic sales functions
  • Perform basic and complex teller transactions
  • Consistently follow defined procedures for bank operations and client service behaviors
  • Provide award winning customer service with a positive attitude
  • Plan and organize effectively to complete all tasks and responsibilities
  • Process transactions accurately and efficiently in a fast paced environment
  • Demonstrate knowledge of available products and services
  • Follow up on opportunities to retain, expand and deepen customer relationships
  • Employ listening and communication skills to uncover customer needs and refer to appropriate contacts
  • Demonstrate exceptional teamwork.

Accounts Receivable Representative

Coffee Distributing Corp.
06.2015 - 02.2018
  • The Preparation of Mail for cash application
  • Contact customers if any discrepancies with payments
  • Encode checks and must balance with computer totals
  • Perform the selection and application of credits
  • Research and resolve problems due to inaccurate applications
  • Handle insufficient checks.

Contact Representative

Internal Revenue Service
11.2014 - 01.2016
  • On the job training providing taxpayers assistance with their accounts via telephone
  • On the job training adjusting taxpayers amendment returns
  • Applying laws, rules or regulations and written guidelines
  • Communication orally in order to provide information, assistance, or instructions to general public
  • Negotiating with others to resolve issues
  • Performing administrative and technical procedures using a computer to locate and review records and reconcile discrepancies
  • Writing correspondence in response to inquiries and drafting a variety of other written products.

Customer Associate

Capital One Bank
04.2014 - 10.2014
  • Maintain and balance a cash draw
  • Identify and refer sales opportunities to Relationship Bankers
  • Adhere to operational controls, including corporate and regulatory procedures
  • Maintain supply and sale of consignment items
  • Deliver outstanding customer experience by executing transactions quickly and flawlessly.

Store Supervisor

T D Bank
04.2011 - 05.2013
  • Provide supervision/coaching/mentoring of Teller and Platform staff to positively reinforce behavior
  • Has the flexibility to move between platform and teller line and the ability to prioritize the needs of both
  • Occasional travel required for classroom training, on the job training and service learning projects
  • Approves financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions that will impact branch financial results
  • Ensure that all security and audit procedures are followed to minimize potential risk
  • Assist in managing cash recap, cash master reporting and cash limits in accordance with teller operation standards
  • Participate in investigating, locating, resolving and controlling teller differences
  • Manage and minimize branch procedure violations
  • Control overtime with full time equivalent staffing model.

Sr. Customer Service Representative

T D Bank
11.2005 - 04.2011
  • Open branch on a daily basis by securing the building and allowing other employees to enter
  • Morning supervisor; perform head teller services
  • Multi tasked as a customer service representative via opening checking, savings, and CD accounts
  • Cross sell other bank products at account opening level
  • Serve as initial point of contact for consumer and business professionals
  • Promptly respond to customer inquiries by email and telephone.

Certified Consumer Lender

T D Bank
11.2005 - 04.2011
  • Speak with loan applicants to determine appropriate loan product(s)
  • Analysis completed loan applications
  • Provide feedback to applicants when loans are approved or denied
  • Schedule and close loans
  • Retrieve and sort loan documents for loan closing
  • Notarize necessary documents
  • Ensures legal compliance procedures and lending policy adherence are consistently maintained and applied.

Teller Manager

Bank OF NY
07.1999 - 11.2005
  • Daily proofed coin vault
  • Opened and closed the branch
  • Prepared daily cash shipment for pick up
  • Assisted business and personal customers with debit/credit discrepancies
  • Balanced branch assets and liabilities via proofing main vault
  • Analyzed teller differences and corrected them
  • Prepared counterfeit reports for management
  • Proofed ATM and performed weekly replenishment
  • Prepared large coin/currency orders for other branches and local retail customers
  • Prepared bi weekly time sheets for tellers
  • Prepared compliance forms
  • Supervised and distributed work to money room clerks, and tellers.

Education

Skills

  • Knowledge of Lotus notes, Word and Excel, NYS Notary, Microsoft Outlook
  • Develop strong relationships with staff, senior executives and clients I am highly organized and conscientious I'm entrusted by management with confidential materials Adapt quickly to new and evolving environment
  • Audit reporting
  • Customer Service
  • Data Analysis
  • Operational Efficiency
  • Process Improvement
  • Process Analysis
  • Verbal and written communication
  • Team Support
  • Relationship Building
  • Idea Development and Brainstorming
  • Workload prioritization
  • Issue Research
  • Policy reviews
  • Time Management
  • Active Listening
  • Problem Resolution
  • Multitasking
  • Organization and Time Management
  • Problem-Solving
  • Good Telephone Etiquette

Qualified Profile

Skilled Customer Service Representative with over ten years' experience providing consistent excellent customer service. Respected builder and leader of customer focused team. Instill a shared enthusiastic commitment to customer service as a key driver of company goal attainment. Lead by example and ensure the execution of all safety, security, quality and operation policies.

References

Furnished Upon Request

Timeline

Lead Operations Associate-MOD

JPMORGAN Chase
05.2022 - Current

Relationship Banker

First Horizon
04.2018 - 05.2022

Accounts Receivable Representative

Coffee Distributing Corp.
06.2015 - 02.2018

Contact Representative

Internal Revenue Service
11.2014 - 01.2016

Customer Associate

Capital One Bank
04.2014 - 10.2014

Store Supervisor

T D Bank
04.2011 - 05.2013

Sr. Customer Service Representative

T D Bank
11.2005 - 04.2011

Certified Consumer Lender

T D Bank
11.2005 - 04.2011

Teller Manager

Bank OF NY
07.1999 - 11.2005

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Erika Weston