Heidi Carson
Central Point,OR
Summary
Personable teller with several years of experience assisting customers with questions, processing transactions and handling clerical and administrative duties. Punctual and hardworking professional commended for high level of accountability and accuracy. Equipped with strong knowledge of financial and security regulations impacting bank operations.
Overview
16
16
years of professional experience
Work History
Lead Teller
Key Bank
Medford, OR
05.2010 - 04.2025
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Welcomed customers and offered pleasant service during entire transaction.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Identified transaction errors when debits and credits did not balance.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Balanced ATM machines, including loading of cash in accordance with bank's replenishment schedule.
- Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
- Tracked inventory levels of supplies necessary for daily operations.
- Ensured compliance with federal regulations and internal policies during all transactions.
- Resolved customer complaints and inquiries, providing exceptional service and retaining client loyalty.
Repo Clerk
Oregon Adjusters, Inc
Central Point, OR
07.2009 - 02.2010
- Received and distributed incoming mail, messages and packages to appropriate individuals.
- Recorded information about status of collection efforts.
- Process new and completed repossession orders.
- Inspect and record condition of repos brought into yard.
Education
High School Diploma -
Phoenix High School
Phoenix01-1979
Skills
- Cash handling
- Transaction processing
- Regulatory compliance
- Customer service
- Vault management
- Error identification
- Inventory tracking
- Time management
- Attention to detail
- Effective communication
- Data entry
- Team cooperation
- Self motivation
- Compliance, banking laws, and regulations
- Safe and vault operation
- Data verification
- Teller operations
- Cash supply orders
- Payment processing
- Reliability
Timeline
Lead Teller
Key Bank
05.2010 - 04.2025
Repo Clerk
Oregon Adjusters, Inc
07.2009 - 02.2010
High School Diploma -
Phoenix High School
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