Summary
Overview
Work History
Education
Skills
Timeline
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Fritzi Prejean

Carencro,LA

Summary

Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.

Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products.

Overview

11
11
years of professional experience

Work History

Universal Banker

Red River Bank
Lafayette , LA
07.2024 - Current
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Assisted customers by answering banking questions and recommending solutions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Prepared official checks for customer and internal bank needs.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
  • Assisted clients in setting up online banking services, enhancing accessibility and convenience.
  • Advised customers on how to use mobile banking applications effectively.
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Completed daily cash balancing and operated ATMs.

Universal Banker

Home Bank
Lafayette , LA
12.2020 - 07.2024
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Assisted customers by answering banking questions and recommending solutions.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Attended weekly meetings with branch managers to discuss goals related to sales targets.
  • Prepared official checks for customer and internal bank needs.

Sr. Teller

Home Bank
Carencro, Louisiana
07.2018 - 01.2020
  • Processed transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
  • Maintained cash drawer within prescribed cash limits and meet cash balancing requirements.
  • Reduced errors by double checking transactions.

Head Teller

Home Bank
Lafayette , LA
06.2015 - 06.2018
  • Conducted performance evaluations for teller staff, offering constructive feedback and setting goals.
  • Maintained confidentiality of customer accounts by adhering to security procedures.
  • Transmitted orders to supply cash to meet daily needs.
  • Verified amounts and integrity of every check or funds transfer.
  • Balanced daily transactions to ensure accuracy of account information.
  • Reduced errors by double checking transactions.
  • Managed supply of cash for the branch, including ordering cash from the vault as necessary.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Managed daily operations of teller line, ensuring compliance with bank policies and procedures.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Researched discrepancies between customer balances and bank records for resolution.

Teller

Home Bank & Trust Company
Lafayette , LA
06.2014 - 08.2015
  • Maintained confidentiality of all customer records and information according to company policies.
  • Maintained accurate records of all transactions for compliance purposes.
  • Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Balanced cash drawers on a daily basis.
  • Trained employees on cash drawer operation.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Answered customer inquiries regarding bank products and services.
  • Delivered exceptional service to customers in person or over telephone.

Education

High School Diploma -

Kaplan High School
Kaplan, LA
05-2010

Skills

  • Debt management
  • Cash handling proficiency
  • Asset allocation
  • Loan origination
  • Deposit processing
  • Loan processing
  • Payment processing
  • Transaction processing
  • Financial product sales
  • Branch operations
  • Customer needs assessment
  • Document preparation
  • Wire transfers
  • Check processing

Timeline

Universal Banker

Red River Bank
07.2024 - Current

Universal Banker

Home Bank
12.2020 - 07.2024

Sr. Teller

Home Bank
07.2018 - 01.2020

Head Teller

Home Bank
06.2015 - 06.2018

Teller

Home Bank & Trust Company
06.2014 - 08.2015

High School Diploma -

Kaplan High School
Fritzi Prejean