Keren Acosta

Lead Teller

Wells Fargo

Plainview, TX

12.2015 - 08.2023

Monitored daily cash levels in the vault and reconciled discrepancies.
Reviewed customer account information to verify accuracy and resolve any outstanding issues.
Maintained up-to-date knowledge of current bank products and services for customers' convenience.
Processed customer transactions including deposits, withdrawals, transfers, loan payments.
Resolved customer complaints in a timely manner while ensuring compliance with banking regulations.
Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
Developed strategies to increase sales opportunities among customers by cross-selling bank services or products.
Ensured adherence to all applicable laws and regulations related to banking operations.
Identified potential fraud risks or suspicious activities within the branch's financial accounts.
Audited teller transactions for accuracy prior to submission for processing.
Conducted regular audits of operational processes to identify areas for improvement.
Tracked inventory levels of supplies necessary for daily operations.
Implemented new policies or procedures based on regulatory updates or changes in business needs.
Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Balanced bank's vault of daily cash for withdrawals and deposits.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Completed monthly audits and managed overdraft reports.
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Reduced errors by double checking transactions.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Kept teller window areas clean, organized and fully stocked.
Maintained optimal financial controls by securing funds and making accurate transactions.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Welcomed customers and offered pleasant service during entire transaction.
Performed currency transaction reports for foreign currency.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Balanced daily cash deposits and vault inventory with zero error rate.
Transmitted orders to supply cash to meet daily needs.
Received mortgage and other loan payments, verifying payment dates and amounts due.
Verified amounts and integrity of every check or funds transfer.
Received and counted daily inventories of cash, drafts and checks.
Identified transaction errors when debits and credits did not balance.
Performed special services for customers, ordering bank cards and checks.
Reported daily averages and shortages to operations department.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Prepared official checks for customer and internal bank needs.
Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
Acted as pivotal point of contact between bank branches regarding guidelines and practices.