KRISTI WORD-DELUNA

Teller

Wells Fargo Bank

08.2023 - Current

Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner
Balanced cash drawer and maintained full accountability for assigned cash on hand
Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly
Ensured that all customer data was kept confidential according to bank policy standards
Adhered to security and regulatory requirements surrounding financial transactions
Greeted customers with professionalism and friendly and courteous demeanor
Identified fraudulent activity on accounts and took appropriate actions as needed
Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Assisted customers with account inquiries, resolving issues promptly and professionally.
Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Educated customers on use of banking website and mobile apps.
Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Monitored and reported suspicious activity in line with bank security policies.
Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
Identified sales opportunities and referred customers to branch partners in financial services.
Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
Strengthened customer loyalty with personalized service and attention to detail in transaction processing.
Assisted customers in understanding banking products, leading to increased uptake of services.
Established rapport with new clients to increase satisfaction and loyalty.

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