Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions. Energetic Retail Banker with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Retail Banker II
Woodforest National Bank
05.2021 - Current
Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
Identified, marketed and recommended bank products and services to achieve individual sales.
Reached out, generated appointments and built new relationships to grow business.
Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
Complied with regulatory, legal and ethical requirements to protect bank assets.
Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
Identified and reported suspicious patterns of activity to reduce money laundering.
Maintained friendly and professional customer interactions.
Assisted customers with banking needs and inquiries.
Counted, verified and handled bank deposits and armored car transactions.
Educated customers on online banking and mobile banking applications.
Processed wide variety of retail banking transactions for personal and commercial customers.
Handled various accounting transactions.
Executed wire transfers, stop payments and account transfers.
Established rapport with new clients to increase satisfaction and loyalty.
Performed account maintenance by closing out accounts and changing customer addresses.
Referred customers to other banking departments for specialized services.
Monitored and verified suspicious activity on customer accounts.
Cross-sold credit cards, loans and other bank products.
Processed applications for new accounts.
Handled branch servicing duties such as vault balancing,cash ordering,and maintenance of automated teller machine.
Proposal/Billing Specialist
Bomaxx Company, LLC
11.2015 - Current
Researched and resolved billing discrepancies to enable accurate billing.
Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
Provided excellent customer service, developing and maintaining client relationships.
Monitored customer accounts to identify and rectify billing issues.
Developed and maintained billing procedures to make timely payments.
Generated and submitted invoices based upon established accounts receivable schedules and terms.
Responded to customer concerns and questions on daily basis.
Monitored outstanding invoices and performed collections duties.
Maintained accurate records of customer payments.
Utilized various software programs to process customer payments.
Created improved filing system to maintain secure client data.
Generated all work proposals for potential jobs to various clients using multiple formats.
Used data entry skills to accurately document and input statements and proposals.
Office Manager
Bell's Maintenance, LLC
05.2014 - 11.2015
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Developed and maintained successful relationships with vendors, suppliers and contractors.
Managed office operations while scheduling appointments for department managers.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Coordinated special projects and managed schedules.
Coached new hires on company processes while managing employees to achieve maximum production.
Controlled finances to lower costs and keep business operating within budget.
Managed compliance to keep organization operating within legal and regulatory guidelines.
Reported to senior management on organizational performance and progress toward goals.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Assisted in organizing and overseeing assignments to drive operational excellence.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Established team priorities, maintained schedules and monitored performance.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Set aggressive targets for employees to drive company success and strengthen motivation.
Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Car Salesperson
Richard Kay Automotive Super Store
Anderson, SC
10.2013 - 05.2014
Answered telephone and email inquiries from potential customers.
Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
Met customers on lot and in showroom to discuss available vehicles and options.
Negotiated purchase prices and explained sales, warranty, and optional products.
Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
Greeted customers on lot and in showroom to answer questions about brand and available inventory.
Established and devised strategy to meet personal goals consistent with dealership standards of productivity.
Reviewed vehicles before final delivery to validate for completed tasks such as installed add-ons and damage corrections.
Developed successful sales strategies to maximize customer satisfaction and profit.
Responded to customer enquiries via telephone and email.
Developed strong rapport with customers and created positive impression of business.
Engaged in friendly conversation with customer to better uncover individual needs.
Listened to customer needs and desires to identify and recommend optimal products.
Built customer loyalty and retention by delivering excellent shopping experiences.
Maintained up-to-date knowledge of store sales, payment policies and security standards.
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Provided exceptional services and pleasant shopping experiences to retail customers.
Office Manager
Credit Central, LLC
03.2011 - 09.2013
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Coordinated special projects and managed schedules.
Coached new hires on company processes while managing employees to achieve maximum production.
Controlled finances to lower costs and keep business operating within budget.
Managed compliance to keep organization operating within legal and regulatory guidelines.
Reported to senior management on organizational performance and progress toward goals.
Evaluated employee records and productivity and submitted evaluation reports.
Delivered performance reviews, recommending additional training or advancements.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Assisted in organizing and overseeing assignments to drive operational excellence.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Established team priorities, maintained schedules and monitored performance.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Defined clear targets and objectives and communicated to other team members.
Controlled resources and assets for department activities to comply with industry standards and government regulations.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Set aggressive targets for employees to drive company success and strengthen motivation.
Office Manager
Check Advance/Cash Well
Anderson, SC
12.2005 - 03.2011
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Coordinated special projects and managed schedules.
Coached new hires on company processes while managing employees to achieve maximum production.
Managed compliance to keep organization operating within legal and regulatory guidelines.
Reported to senior management on organizational performance and progress toward goals.
Evaluated employee records and productivity and submitted evaluation reports.
Delivered performance reviews, recommending additional training or advancements.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Assisted in organizing and overseeing assignments to drive operational excellence.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Established team priorities, maintained schedules and monitored performance.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Defined clear targets and objectives and communicated to other team members.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Identified and communicated customer needs to supply chain capacity and quality teams.
Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Controlled resources and assets for department activities to comply with industry standards and government regulations.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Developed detailed plans based on broad guidance and direction.
Set aggressive targets for employees to drive company success and strengthen motivation.
Leveraged data and analytics to make informed decisions and drive business improvements.
Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Managed senior-level personnel working in marketing and sales capacities.