Kirstie Wheeler
104 Donald Trump Ln
Summary
Dynamic banking professional with a proven track record at Banner Bank, excelling in transaction processing and customer relationship development. Recognized for enhancing customer satisfaction through exceptional service and attention to detail. Skilled in cash handling and conflict resolution, contributing to operational efficiency and branch revenue growth.
Overview
18
18
years of professional experience
Work History
Bank Teller
Banner Bank
10.2023 - Current
- Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations.
- Assisted customers with account inquiries, providing exceptional service and resolving issues promptly.
- Maintained cash drawer accuracy through diligent balancing and reconciliation at end-of-shift.
- Executed daily operational tasks, including check deposits, withdrawals, and money transfers with precision.
- Educated customers on bank products and services, enhancing overall customer satisfaction and engagement.
- Collaborated with team members to streamline processes and improve workflow efficiency within the branch.
- Identified potential sales opportunities through active listening, contributing to branch revenue growth initiatives.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Counted and packaged currency and coins.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Reconciled cash drawer and resolved discrepancies.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Turned in excess cash to maintain drawer security.
- Audited fellow teller currency to contribute to dual-control procedures.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Assisted customers with compromised debit cards and issued new credentials.
- Placed orders for customer checks and verified starting numbers.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Removed mutilated currency from circulation.
Person in Charge
Safeway
10.2007 - 10.2023
- Supervised daily store operations, ensuring compliance with safety and quality standards.
- Trained and mentored new staff on operational procedures and customer service excellence.
- Implemented inventory management practices to optimize stock levels and minimize waste.
- Coordinated scheduling for team members to maintain adequate coverage during peak hours.
- Enhanced customer experience by addressing inquiries and resolving issues promptly.
- Led initiatives to improve checkout efficiency, reducing wait times for customers.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Worked with management team to implement proper division of responsibilities.
- Increased customer satisfaction through consistent communication, timely updates, and effective problemsolving.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Maintained compliance with company policies, objectives, and communication goals.
- Streamlined daily operations by developing and implementing new policies, procedures, and systems to increase efficiency.
- Implemented safety protocols to reduce workplace accidents and maintain compliance with industry regulations.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Reported issues to higher management with great detail.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Education
Associate in Early Childhood Education -
Ashworth University
OnlineGED -
Homeschooled
Cottage Grove, ORSkills
- Attention to detail
- Professionalism and courtesy
- Money handling
- Deposit and withdrawal management
- Cash counting
- Customer relationship development
- Patience and empathy
- Transaction processing
- Listening and comprehension
- Relationship building
- Cash handling expertise
- Data entry efficiency
- Customer needs assessment
- Regulatory compliance
- Customer relationship management (CRM)
- Balance transfers
- Fraud detection
- Stress tolerance
- Account updating
- Transaction processing accuracy
- Financial transactions
- Signature verification
- Customer relationship management
- Currency packaging
- Teller support
- Financial software
- Money transfer systems
- Banking regulations knowledge
- Problem-solving
- Time management
- Multitasking and organization
- Clear communication
- Team collaboration
- Phone etiquette
- Conflict resolution
- Risk management
- Confidentiality awareness
- Financial product sales
- Software proficiency
- Numeric order
- Transaction reconciliation
- Currency conversion
- Time management proficiency
- Money management
- Banking software
- Money orders
- Trustworthiness and integrity
- Strong work ethic
- Excellent time management skills
- Cash handling and management
- Customer relationship building
- Cash handling
- Approachable
- Positive
- Exceptional customer service
- Banking
- Cash drawer balancing
- Compliance, banking laws, and regulations
- Drawer balancing
- Friendly
- Conflict resolution techniques
- Relationship building and management
- Cheerful
- Rapid 10-key data entry
- Asset protection
- Banking product sales
- Currency and coin counter
- Banking law compliance
- Strong sense of banking ethics
- Safe and vault operation
- Excellent communication skills
Timeline
Bank Teller
Banner Bank
10.2023 - Current
Person in Charge
Safeway
10.2007 - 10.2023
Associate in Early Childhood Education -
Ashworth University
GED -
Homeschooled