JONATHAN CIFELLI
POLLOCK,LA
Summary
Self-motivated individual offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly, committed to reaching business goals. As well as an organized and detail-oriented Teller with cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Astute, providing well-rounded customer service with strong communication skills, sales experience and knowledge of banking industry.
Overview
3
3
years of professional experience
Work History
Teller
Red River Bank
Alexandria, LA
03.2023 - Current
Teller
Bank of Montgomery
Alexandria, Louisiana
01.2023 - 03.2023
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Verified amounts and integrity of every check or funds transfer.
- Maintained confidentiality of bank records and client information.
- Directed specific questions to appropriate branch personnel.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Performed special services for customers, ordering bank cards and checks.
- Built and maintained client relationships through quality, personalized interactions.
- Reported daily averages and shortages to operations department.
- Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Resolved problems or discrepancies concerning customers' accounts.
- Adhered to financial services security and audit procedures.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Delivered exceptional service to customers in person or over telephone.
- Transmitted orders to supply cash to meet daily needs.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Universal Banker
Red River Bank
Alexandria , LA
11.2022 - 01.2023
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Completed routine transfers, deposits and bill payments.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Helped customers understand and use mobile applications and online banking.
- Assisted customers by answering banking questions and recommending solutions.
- Completed daily cash balancing and operated ATMs.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Helped customers open and close accounts, and make sound financial decisions.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Teller
Red River Bank
Alexandria, LA
06.2021 - 11.2022
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Verified amounts and integrity of every check or funds transfer.
- Maintained confidentiality of bank records and client information.
- Directed specific questions to appropriate branch personnel.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Performed special services for customers, ordering bank cards and checks.
- Built and maintained client relationships through quality, personalized interactions.
- Reported daily averages and shortages to operations department.
- Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Resolved problems or discrepancies concerning customers' accounts.
- Adhered to financial services security and audit procedures.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Delivered exceptional service to customers in person or over telephone.
- Transmitted orders to supply cash to meet daily needs.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Liaised between bank branches regarding best practices and operations.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Identified transaction errors when debits and credits did not balance.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Received and counted daily inventories of cash, drafts and checks.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Opened new checking, savings and lines of credit for customer accounts.
- Trained employees on cash drawer operation.
Education
Bachelor of Science - Accounting
Louisiana State University At Alexandria
Alexandria, LA12-2023
High School Diploma -
Grant High School
Dry Prong, LA05.2019
Skills
- International Funds Transfer Process Expertise
- Risk Management Evaluation Background
- Excellent Communication Skills
- Debt and Credit Management
- Strong Sense of Banking Ethics
- MS Office Proficient
- Cash Drawer Reconciliation
- Relationship Building
- Verbal and Written Communication
- Balance Verification and Reconciliation
- Problem Solving
- Currency Counting Machines
- Signature Verification
- Account Services
- Payment Processing
- Check Cashing
- Customer Service-Oriented
- Product and Service Sales
- Problem-Solving
- Information Processing
- Quality Control
- Attention to Detail
- Bank Deposits
- Data Security and Validation
- Cashier's Checks
- Customer Service
- Honest and Dependable
- Data Entry
- Bill Payment Receipt
- Task Prioritization
- Prospect Calling
- Bank Sales
- Financial Institution Regulations
- Regulatory Compliance
- Employee Training Assistance
- Product Promotion
- Dual Control Vaults
- New Account Setup
- Teller Support
- Transaction Error Identification
- Sorting and Filing
- Recordkeeping and Documentation
- Discrepancy Resolution
- Honest and Ethical
- Processed Customer Transaction Disputes
Timeline
Teller
Red River Bank
03.2023 - Current
Teller
Bank of Montgomery
01.2023 - 03.2023
Universal Banker
Red River Bank
11.2022 - 01.2023
Teller
Red River Bank
06.2021 - 11.2022
Bachelor of Science - Accounting
Louisiana State University At Alexandria
High School Diploma -
Grant High School
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