Summary
Overview
Work History
Education
Skills
Accomplishments
Reference
Timeline
Generic

Juliana Hansen

Joshua Tree,CA

Summary

Proactive financial leader with history of quality customer service and financial expertise. Goes above and beyond to meet corporate objectives. Offering many years of successful performance in branch management.

Overview

Work History

Teller

Cyprus Credit Union
Saratoga S, Utah
08/18/16 - 03/01/17
  • Maintained accurate records of all transactions and customer interactions.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Provided exceptional customer service while accurately processing routine transactions.
  • Continuously updated knowledge about banking products, services, policies and regulations.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Performed daily reconciliation of teller drawer within established limits.
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Researched discrepancies between actual cash amounts and records of transactions for accuracy.

FSR3

Cyprus Credit Union
Saratoga Springs, Utah
03/01/17 - 08/01/21
  • Educated customers about different types of products available from the company's portfolio.
  • Fostered relationships with new and existing customers through excellent customer service skills.
  • Ensured that all customer inquiries were answered promptly and completely.
  • Cold-called potential clients to discuss available financial products and services.
  • Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
  • Established strong and positive working relationships within organization to contribute to team success.
  • Monitored daily cash levels to ensure accurate balancing of accounts at the end of each day.
  • Performed regular audits of teller transaction records to identify discrepancies or errors.
  • Ensured compliance with applicable laws and regulations related to banking operations.
  • Reviewed and approved transactions above limits and authority levels of teller staff.
  • Drove daily operations through cash drawer balancing, counterfeit currency identification and vault cash management.

Assistant Branch Manager

Cyprus Credit Union
Saratoga Springs, Utah
08/02/21 - 09/29/23
  • Managed daily cash flow activities including counting cash drawers at opening and closing times.
  • Developed strategies for increasing customer satisfaction levels and improving service quality.
  • Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
  • Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
  • Resolved customer issues effectively in order to maintain strong customer relationships.
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
  • Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
  • Ensured compliance with internal policies and procedures as well as external regulations.
  • Provided bank leadership in absence of branch manager.
  • Networked within communities to identify and capitalize on business opportunities.
  • Trained and mentored highly effective teams to meet corporate service standards.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Planned work schedules to maintain adequate staffing levels.
  • Verified cash by balancing cash drawers and maintaining cash count records.

Education

High School Diploma -

Hope Academy Charter School
Yucca Valley, CA
05-2016

Skills

  • Cash Handling
  • Financial Analysis
  • Account updating
  • Financial Advising
  • Asset Protection
  • Fraud Detection
  • Stress Tolerance
  • Customer Relationship Building

Accomplishments

  • Successfully completed Chamber West Leadership Institute.
  • Maintained and exceeded all cross sale branch expectations.
  • Continuous networking to improve strong business relationship within our community.
  • Frequently volunteered to maintain community ties.

Reference

  • Ashley Rowley - Saratoga Springs Branch Manager 801-260-7600 Ext 2000
  • Kelsey Parker - Draper Branch Manager 801-260-7600 Ext 3000
  • Samantha Madrigal - Professional Reference 801-645-1228
  • Kye Love - Professional Reference 385-253-9000
  • Meeghan Aaldars - Professional Reference 385-455-9526

Timeline

Teller

Cyprus Credit Union
08/18/16 - 03/01/17

FSR3

Cyprus Credit Union
03/01/17 - 08/01/21

Assistant Branch Manager

Cyprus Credit Union
08/02/21 - 09/29/23

High School Diploma -

Hope Academy Charter School

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Juliana Hansen