Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Erin Herling

Personal Banker
Silver Creek ,NY

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

21
years of professional experience

Work History

KeyBank

Personal Banker
05.2022 - Current

Job overview

  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Responded to customer inquiries regarding new accounts and account services.
  • Verified customer identity and reviewed documentation for accuracy.
  • Provided customers with additional information regarding account services.
  • Maintained customer records and updated account information.
  • Monitored accuracy of customer information in system.

St. Elizabeth Ann Seton Roman Catholic Parish

Office Manager
10.2018 - 05.2022

Job overview

  • Maintained computer and physical filing systems.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Coordinated special projects and managed schedules.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Established team priorities, maintained schedules and monitored performance.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

KeyBank

Float Teller
11.2017 - 09.2018

Job overview

  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained friendly and professional customer interactions.
  • Handled various accounting transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.

M & T Mortgage Bank

Teller
08.2016 - 10.2017

Job overview

  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Handled various accounting transactions.
  • Established rapport with new clients to increase satisfaction and loyalty.

First Niagara Bank

Lead Teller
11.2013 - 08.2016

Job overview

  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Introduced customers to other bank team members to help meet financial needs.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Enforced compliance with bank regulations and policies to reduce financial risks.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Identified potential needs through observation, questioning, and listening.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Cross-sold credit cards, loans and other bank products.
  • Handled various accounting transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Generated monthly reports on customer activity and customer feedback.

Buffalo Hearing And Speech Center

Office Assistant
12.2010 - 11.2013

Job overview

  • Completed clerical tasks such as filing, copying, and distributing mail.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Maintained and updated office records, both digital and physical.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Managed daily data entry and kept clerical information accurate and up-to-date.
  • Collaborated with various departments to complete assigned tasks.
  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Submitted employee payroll documentation weekly to avoid errors and kept employees paid accurately and on time.
  • Scheduled and coordinated travel arrangements for office staff members.
  • Organized events and meetings to maximize capacity and keep event venues running smoothly.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Input data into spreadsheets and databases.
  • Reviewed files, records and other documents to obtain information to respond to requests.
  • Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
  • Processed incoming and outgoing mail and packages according to established procedures.
  • Compiled and analyzed data to produce reports.

CVS Pharmacy

Pharmacy Technician
06.2003 - 12.2010

Job overview

  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
  • Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
  • Stocked, labeled, and inventoried medication to keep accurate records.
  • Counted and labeled prescriptions with correct item and quantity.
  • Entered and processed patients' prescriptions into internal system.
  • Assisted pharmacist by filling prescriptions for customers and responding to patient questions regarding prescription and medication-specific issues.
  • Collected co-payments or full payments from customers.
  • Maintained proper drug storage procedures, registries, and records for controlled drugs.
  • Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
  • Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
  • Ordered medicines daily to replenish stock and increase inventory in anticipation of need.
  • Resolved third-party billing, computer system and customer service issues.
  • Welcomed customers to pharmacy and answered questions relating to prescriptions and over-the-counter products.
  • Set up and modified patient profiles to include current medications and insurance details.
  • Managed opening and closing duties for pharmacy.
  • Prepared packaging and labels for prescriptions, verifying accuracy of dosage, side effects, interactions, and refill instructions.

Aspire Of WNY

Personal Care Assistant
06.2009 - 11.2011

Job overview

  • Built strong relationships with clients to deliver emotional support and companionship.
  • Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Planned, prepared, and served meals and snacks according to prescribed diets.
  • Recognized and reported abnormalities or changes in patients' health status to case manager.
  • Assisted with daily living activities, running errands, and household chores.
  • Documented residents' mental status, sleep, and eating patterns in medical record books.
  • Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
  • Monitored and assisted residents through individual service plans.
  • Assisted patients with self-administered medications.
  • Recorded temperature, blood pressure, pulse, or respiration rate as directed by medical or nursing staff.
  • Transported individuals to events and activities, medical appointments, and shopping trips.
  • Helped clients maintain optimal health by overseeing medication administration and doctor's appointments.
  • Monitored client vital signs, administered medications, and tracked behaviors to keep healthcare supervisor well-informed.
  • Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
  • Assisted patients with bathing, grooming, dressing, and oral hygiene care both in private residences and facilities.
  • Provided compassionate and patient-focused care to cultivate well-being.
  • Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.
  • Recorded status and duties completed in logbooks for management.

Education

Brocton Central School
Brocton, NY

High School Diploma from General Studies
06.2004

Skills

  • Issues Resolution
  • Relationship Building
  • Attention to Detail
  • Banking Policies and Procedures
  • MS Excel
  • Fraud Prevention
  • Account Maintenance
  • Opportunity Identification
  • Regulatory Compliance
  • Customer Service
  • Banking
  • Wealth Management
  • Cash Handling
  • Financial Services
  • Branch Operations
  • Client Relationship Management
  • Interpersonal Skills
  • Professional Appearance
  • Relationship Building and Management
  • Customer Satisfaction
  • Positive Attitude
  • Organizational Skills
  • Problem Solving
  • Risk Management
  • Product Knowledge
  • Time Management
  • Conflict Resolution
  • Relationship Management
  • Decision Making
  • Effective Communication
  • Documentation
  • Records Maintenance

Timeline

Personal Banker

KeyBank
05.2022 - Current

Office Manager

St. Elizabeth Ann Seton Roman Catholic Parish
10.2018 - 05.2022

Float Teller

KeyBank
11.2017 - 09.2018

Teller

M & T Mortgage Bank
08.2016 - 10.2017

Lead Teller

First Niagara Bank
11.2013 - 08.2016

Office Assistant

Buffalo Hearing And Speech Center
12.2010 - 11.2013

Personal Care Assistant

Aspire Of WNY
06.2009 - 11.2011

Pharmacy Technician

CVS Pharmacy
06.2003 - 12.2010

Brocton Central School

High School Diploma from General Studies

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Erin HerlingPersonal Banker