Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erin White

Virginia Beach,VA

Summary

Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.

Overview

11
11
years of professional experience

Work History

Retail Banker II

Woodforest National Bank
06.2022 - Current
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Identified, marketed and recommended bank products and services to achieve individual sales.
  • Reached out, generated appointments and built new relationships to grow business.
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Identified and reported suspicious patterns of activity to reduce money laundering.
  • Educated customers on online banking and mobile banking applications.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Executed wire transfers, stop payments and account transfers.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Referred customers to other banking departments for specialized services.
  • Monitored and verified suspicious activity on customer accounts.
  • Cross-sold credit cards, loans and other bank products.

TRUSTEE

First Baptist Church Camelot
06.2021 - Current
  • Determined best use of church funds in accordance with instructions and policies set by the church bylaws
  • Conducted administrative support tasks, including assisting with pay records, invoices, balance sheets, and correspondences
  • Proofread documents and organized records, reports, and documents
  • Performed troubleshooting for office equipment operation or arranged for repairs
  • Operated office equipment, such as personal computers, photocopiers, scanners, voicemail systems, and facsimile machines
  • Kept office documents well-organized and quickly retrieved files for team members
  • Organized, ordered and restocked office supplies to keep staff efficient and productive.

Customer Service Desk Clerk

Harris Teeter
10.2022 - 06.2023
  • Determined task priorities and coordinated staff workflow to meet service demands
  • Supervised staff and provided assistance to meet department and organizational goals
  • Monitored workflow queue to ensure adequate distribution of work across available personnel
  • Supported other departments and external inquiries during peak periods to reduce wait times and maximize customer satisfaction
  • Directed phone calls to shorten service time and steer conversations towards targeted solutions
  • Balanced service desk drawer and performed til audits throughout the business day
  • Explained product options and additional charges clearly and concisely to inquiring customers and unfamiliar personnel
  • Processed Western Union transactions while adhering to corporate confidentiality requirements, disseminating information only to authorized individuals as applicable
  • Referred unresolved customer grievances to designated departments for further investigation
  • Met and exceeded daily service quality and performance goals
  • Addressed escalated customer complaints and implemented solutions to restore satisfaction.

PEAK TELLER

Abnb Federal Credit Union
06.2020 - 05.2021
  • Employed excellent money handling abilities to operate and balance cash drawer daily
  • Updated customer accounts with new balance, payment, and transfer information
  • Used expert sales and service abilities to consistently achieve sales and referral goals
  • Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
  • Contributed to the bank's successful referral program and used applicable technology and programs to effectively show results
  • Monitored customer behaviors and presented documentation to detect signs of fraud by and toward bank customers
  • Followed company and regulatory policies to protect customer and bank assets
  • Handled diverse customer needs to develop and retain loyal relationships
  • Consistently met sales quotas by discussing bank products with customers, including loans, credit cards and lines of credit
  • Collected payments for mortgages, loan balances and public utilities on behalf of the bank's customers
  • Developed relationships with customers, suggested suitable bank services, and met banking needs
  • Complied with applicable banking laws and regulations and followed company security and operational procedures
  • Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud
  • Supported customers by coordinating special actions like ordering new bank cards and personal checks.

Front End Coordinator/Cashier

Marshalls
08.2018 - 06.2019
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
  • Process merchandise returns and exchanges
  • Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers items
  • Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans
  • Request information or assistance using paging systems
  • Offer customers carry-out service at the completion of transactions
  • Cash payroll checks
  • Promote TJX Company credit card sales.

Service Lead/Cashier Trainer

Food Lion
03.2013 - 09.2018
  • Greet customers as they are coming and going
  • Switching out tills
  • Making sure that peers are in proper uniform at all times and staying on task
  • Sending peers on break
  • Sending peers for cart retrieval and being sure that this is done in a timely manner
  • Monitor checking out process
  • Oversee that all cleaning tasks are being performed
  • Train new employees on how to run on a cash register
  • Monitor the service desk ensuring a speedy and accurate checkout.

Education

High School Diploma -

Salem High
06.2012

Diploma Seals of Achievement - Early Childhood Education

Salem High
06.2012

Skills

  • Customer and Personal Service
  • Active Listening
  • Service Orientation
  • Mathematics
  • Multiple tasks at once
  • Sales and Marketing
  • Consumer Banking
  • Cash Handling
  • Effective communication
  • Problem-solving abilities
  • Relationship building
  • Cash handling proficiency
  • Customer service excellence
  • Sales expertise
  • Conflict resolution

Timeline

Customer Service Desk Clerk

Harris Teeter
10.2022 - 06.2023

Retail Banker II

Woodforest National Bank
06.2022 - Current

TRUSTEE

First Baptist Church Camelot
06.2021 - Current

PEAK TELLER

Abnb Federal Credit Union
06.2020 - 05.2021

Front End Coordinator/Cashier

Marshalls
08.2018 - 06.2019

Service Lead/Cashier Trainer

Food Lion
03.2013 - 09.2018

High School Diploma -

Salem High

Diploma Seals of Achievement - Early Childhood Education

Salem High

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Erin White