Summary
Overview
Work History
Education
Skills
Timeline
Volunteer

Keri E. Lee

Goose Creek

Summary

Dynamic and reliable Branch Operations Manager with multiple years of retail customer service and banking experience. Seasoned customer service specialist with a background in providing advice on diverse customer situations along with great empathy and commitment.

Overview

12
12
years of professional experience

Work History

Branch Service Supervisor

Synovus Bank
09.2024 - Current
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Improved customer satisfaction by addressing and resolving service-related issues promptly and professionally.
  • Managed branch vault and cash supply to keep appropriate level of currency on hand.
  • Trained staff in bank products, operations procedures and successful sales strategies.
  • Evaluated employee performance regularly, providing constructive feedback for continuous improvement.
  • Oversaw daily branch preparations to consistently open on-time and maintain readiness to serve customers' needs.

Branch Operations Associate Manager

Wells Fargo
06.2022 - 09.2024
  • Coach and develop team members
  • Make sure branch is operational sound and compliant.
  • Approve and assist team with transaction
  • Promoted bank services and products.
  • Ensure all audit and compliance procedures are followed.
  • Assist customers with banking transactions such as deposits, withdrawals, and purchasing of bank checks and money orders.
  • Performing observations on tellers and coaching tellers from these observations.
  • Perform bank and teller cash drawer audits.
  • Notarize documents for customers.

Personal Banker 1

Wells Fargo
09.2018 - 06.2022
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Schedule presentations for businesses to support financial for employees and consumers.
  • Develop prospects from current customers, referral leads, or sales meetings.
  • Established and developed a good working relationship with Small Business customers by collaborating with business associates.
  • Represented in business development and community activities.
  • Process loan applications.

Lead Teller

Wells Fargo
09.2014 - 09.2018
  • Promoted bank services and products.
  • Ensure all audit and compliance procedures are followed.
  • Assist customers with banking transactions such as deposits, withdrawals, and purchasing of bank checks and money orders.
  • Performing observations on tellers and coaching tellers from these observations.
  • Perform bank and teller cash drawer audits.
  • Notarize documents for customers.

Teller

Wells Fargo
08.2013 - 09.2014
  • Cashed checks and distributed money
  • Received checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions.
  • Explained and promoted products or services.
  • Handled diverse customer needs to develop and retain loyal relationships.

Education

GED - Work Keys Skill – Silver

ZL Madden Adult Education
Spartanburg, SC
01.2011

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Hair and Nail Academy
Greenville, SC
01.2010

Skills

  • Administrative Management
  • Leadership Management
  • Cash Handling Experience
  • Proficiencies:
  • Windows XP – Microsoft Office Suite
  • Customer Service
  • Marketing and Advertisement

Timeline

Branch Service Supervisor

Synovus Bank
09.2024 - Current

Branch Operations Associate Manager

Wells Fargo
06.2022 - 09.2024

Personal Banker 1

Wells Fargo
09.2018 - 06.2022

Lead Teller

Wells Fargo
09.2014 - 09.2018

Teller

Wells Fargo
08.2013 - 09.2014

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Hair and Nail Academy

GED - Work Keys Skill – Silver

ZL Madden Adult Education

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Keri E. Lee