Keisha Shirley
Dedham,MA
Summary
Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring 29 years' experience in related roles to a dynamic position at Dedham Savings Bank.
Overview
30
30
years of professional experience
Work History
Senior Assistant Branch Manager
Dedham Savings Bank
Dedham, MA
06.1994 - Current
- Managed calendars and scheduled meeting for branch staff members in an efficient manner.
- Coordinated an Elder Abuse Workshop at a local Senior Center.
- Coordinated repairs for office equipment to keep equipment functional and running.
- Maintained positive working relationship with fellow staff and management.
- Coordinated support to facilitate general office operations.
- Ensured compliance with banking regulations and internal procedures.
- Reviewed incoming emails and responded or forwarded them to the appropriate personnel.
- Served as contact person and source of information to maintain good communication with clients.
- Received internal audit score "Strong."
- Planned work schedules to maintain adequate staffing levels.
Assistant Branch Manager
Dedham Savings Bank
Dedham, MA
06.1994 - Current
- Assisted customers with banking transactions, such as deposits, withdrawals and other various transactions.
- Verified accuracy of customer information and documents to ensure compliance with bank regulations.
- Monitored daily operations of the branch, including staff management, customer service and security protocols.
- Performed cash reconciliations on a daily basis to maintain accurate records of all financial transactions.
- Provided training to new hires on banking processes and procedures.
- Managed ATM machines at the branch, ensuring they are stocked with sufficient funds.
- Participated in community outreach activities to promote Dedham Savings Bank.
- Ensured compliance with federal regulations related to banking practices.
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
Branch Supervisor
Dedham Savings Bank
Dedham, MA
06.1994 - Current
- Ensured compliance with banking regulations and internal procedures.
- Provided support to bank personnel in resolving customer inquiries.
- Resolved customer complaints promptly and efficiently while ensuring excellent customer service standards.
- Managed the day-to-day operations of the branch including scheduling and staffing.
- Facilitated monthly meetings with entire branch staff to review sales numbers.
- Served as a liaison between customers and upper management when needed for complex matters or disputes resolution.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Conducted reviews and evaluations.
Customer Service Representative
Dedham Savings bank
Dedham, MA
06.1994 - Current
- Provided customer service to bank customers, addressing questions and concerns in a professional manner.
- Responded to customer inquiries via phone, email, and in-person transactions.
- Performed daily balancing of cash drawer and reconciled discrepancies as needed.
- Trained new employees on operational procedures related to customer service activities.
- Identified opportunities to cross-sell additional products or services based on customer needs.
- Initiated stop payments on checks when required by customers.
- Provided assistance with opening new accounts such as savings or checking accounts.
- Processed outgoing wire transfers as requested by customers.
- Assisted customers with safe deposit boxes providing access when appropriate.
- Created friendly connections and developed rapport with customers by providing outstanding, personalized service.
- Resolved problems or discrepancies concerning customers' accounts.
Bank Teller
Dedham Savings Bank
Dedham, MA
06.1994 - Current
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Performed cash handling duties including counting currency, coins and checks.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Educated customers about different types of banking services available at the branch.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Education
High School Diploma -
Dedham High School
Dedham, MA06-1995
Skills
- Staff Management
- Staff Training and Development
- Staff Scheduling
- Product and service knowledge
- Employee Performance Evaluations
- Sales Reporting
- Team motivation
- Orientation and training
- Retail Operations Management
- Building solid customer rapport
- Sales proficiency
- Regulatory Compliance
- Cash Handling
- Money auditing
- Audit Support
- Persuasive communication style
- Security Protocols
- De-escalating conflicts
Timeline
Senior Assistant Branch Manager
Dedham Savings Bank
06.1994 - Current
Assistant Branch Manager
Dedham Savings Bank
06.1994 - Current
Branch Supervisor
Dedham Savings Bank
06.1994 - Current
Customer Service Representative
Dedham Savings bank
06.1994 - Current
Bank Teller
Dedham Savings Bank
06.1994 - Current
High School Diploma -
Dedham High School
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