Jasmin Lerma
Teller
Fort Worth,TX
Summary
Detail-oriented universal banker with a strong work ethic and professionalism. Skilled in transaction processing and relationship management, contributing to enhanced client experiences and operational workflow improvements. Committed to delivering exceptional service and maintaining compliance.
Detail-oriented banking professional with experience in transaction processing and customer relationship management. Proven ability to enhance client satisfaction and streamline operations while adhering to compliance standards.
Overview
2
2
Languages
5
5
years of professional experience
Work History
Teller
PNC Bank
02.2023 - Current
- Processed customer transactions efficiently, ensuring accuracy in cash handling and record keeping.
- Assisted customers with account inquiries, providing exceptional service to enhance client satisfaction.
- Collaborated with team members to streamline operations and improve workflow efficiency.
- Maintained knowledge of banking products and services, advising customers on suitable options.
- Monitored daily cash drawer balances, identifying discrepancies and rectifying issues promptly.
- Trained new tellers on procedures and best practices to ensure consistent service quality.
- Ensured compliance with bank policies and regulations during all customer interactions and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Educated customers on use of banking website and mobile apps.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Universal Banker
First Convenience Bank
05.2021 - 07.2022
- Processed transactions accurately, maintaining high levels of customer satisfaction during service interactions.
- Assisted clients with account openings, ensuring compliance with bank policies and regulations.
- Educated customers on banking products, enhancing their understanding and usage of services offered.
- Collaborated with team members to streamline operational workflows, improving overall branch efficiency.
- Mentored junior staff on best practices in customer service and transaction processing techniques.
- Identified opportunities for process improvements, contributing to enhanced service delivery and client experience.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Balanced teller drawers and ATM cash.
Education
High School Diploma -
Marine Creek Collegiate High School
Fort Worth, TX05-2021
Associate of Arts -
Tarrant County College
Fort Worth, TX 05.2001 -
Skills
- Transaction processing accuracy
- Relationship management
- Compliance, banking laws, and regulations
- Customer relationships
- Vault monitoring
- Banking product sales
- Exceptional customer service
- Customer relationship management
- Relationship building and management
- Strong work ethic
- Excellent time management skills
- Banking compliance
- Fraud prevention
- Cash management
- Product knowledge
Timeline
Teller
PNC Bank
02.2023 - Current
Universal Banker
First Convenience Bank
05.2021 - 07.2022
Associate of Arts -
Tarrant County College
05.2001 -
High School Diploma -
Marine Creek Collegiate High School