Jade Phillips
Panama City Beach
Summary
Organized and detail-oriented Teller with cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Astute professional providing well-rounded customer service with strong communication skills, sales experience and deep knowledge of banking industry.
Overview
2
2
years of professional experience
2022
2022
years of post-secondary education
Work History
Bank Teller
Regions Bank
Panama City Beach
05.2022 - 03.2024
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking policies to maintain operational integrity.
- Assisted customers with account inquiries and service requests, enhancing client satisfaction through effective communication and problem-solving.
- Balanced cash drawers daily, identifying discrepancies and implementing corrective actions to ensure financial accuracy.
- Promoted bank products and services, effectively meeting customer needs and contributing to branch sales objectives.
- Collaborated with team members to streamline transaction processes, improving workflow efficiency and reducing wait times for customers.
- Supported training initiatives for new tellers, fostering an environment of knowledge sharing and operational excellence.
- Monitored compliance with regulatory standards, actively participating in audits to uphold the institution's commitment to risk management.
- Utilized banking software to maintain accurate records, enhancing data integrity and supporting efficient customer service operations.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Performed cash handling duties including counting currency, coins and checks.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Explained bank services, financial products and applicable fees to customers.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Entered transactions into computer and issued customer receipts.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Provided assistance to other tellers during peak business hours as needed.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Responded and assisted customers with account inquiries and updates.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Education
J.R. Arnold Highschool
Panama City Beach, FLSkills
- Customer transactions
- Cash handling
- Financial accuracy
- Client communication
- Problem resolution
- Compliance monitoring
- Banking software
- Account management
- Sales promotion
- Cash drawer balancing
- Security protocols
- Data integrity
- Regulatory adherence
- Training support
- Workflow efficiency
- Customer inquiries
- Product knowledge
- Transaction processing
- Risk management
- Financial products
- Team collaboration
- Audit participation
- Financial literacy
- Asset management
- Clear communication
- Relationship building
- Phone etiquette
- Customer relationship management (CRM)
- Signature verification
- Money management
- Teller support
- Decision-making
- Attention to detail
- Listening and comprehension
- Time management
- Revenue growth
- Transaction reconciliation
- Data entry efficiency
- Money handling
- Time management proficiency
- Banking regulations knowledge
- Numerical accuracy
- Account updating
- Money transfer systems
- Customer needs assessment
- Deposit and withdrawal management
- Financial transactions
- Conflict resolution
- Fraud detection
- Customer relationship management
- Regulatory compliance
- Cash handling expertise
- Currency conversion
- Transaction processing accuracy
- Trustworthiness and integrity
- Customer relationship development
- Professionalism and courtesy
- Cash counting
- Patience and empathy
- Financial product sales
- Confidentiality awareness
- Financial software
- Money orders
- Multitasking and organization
- Currency packaging
- Stress tolerance
- Balance transfers
- Problem-solving
- Banking product sales
- Cheerful
- Financial services
References
References available upon request.
Timeline
Bank Teller
Regions Bank
05.2022 - 03.2024
J.R. Arnold Highschool