Universal Banker with a proven track record in enhancing customer satisfaction and streamlining operations. Expertise in transaction processing and team coaching, committed to fostering strong customer relationships and driving branch performance.
Overview
5
5
years of professional experience
Work History
Universal Banker II
United Fidelity Bank
Shelbyville, IL
02.2024 - Current
Processed customer transactions efficiently using banking software and tools.
Educated clients on financial products, enhancing service understanding and satisfaction.
Assisted in resolving customer inquiries, improving overall client experience and retention.
Collaborated with team members to streamline operational procedures, increasing workflow efficiency.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Conducted account maintenance tasks, ensuring accuracy and compliance with banking regulations.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
Teller
LLCU
Pana, IL
06.2022 - 02.2024
Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations.
Assisted customers with account inquiries, providing exceptional service and resolving issues promptly.
Managed cash drawer, balancing daily transactions to maintain accuracy and accountability.
Trained new tellers on operational procedures and customer service best practices to enhance team performance.
Collaborated with management to develop strategies for enhancing overall customer satisfaction scores.
Conducted audits of cash handling procedures, identifying discrepancies and recommending corrective actions as needed.
Teller Supervisor
Bank of Hillsboro
Pana, IL
06.2021 - 09.2023
Supervised daily teller operations, ensuring compliance with banking regulations and policies.
Trained and mentored new tellers on customer service protocols and transaction processing systems.
Monitored cash handling procedures to minimize discrepancies and enhance accuracy in transactions.
Resolved complex customer inquiries, improving satisfaction through effective communication strategies.