Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lacey Wade

Munford,AL

Summary

Organized Bank Teller proficient in time management. Provides professional and courteous customer service with high levels of integrity and accuracy. Experienced in cash handling, balancing drawers, loan processing and inventory management.

Talented with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.


Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Teller

Investar Bank
02.2023 - Current
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Calculated fees due, interest and change for customer transactions.

Teller

Alatrust Credit Union, Paperwork
07.2016 - 11.2017
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Assisted customers with banking needs and inquiries.
  • Maintained friendly and professional customer interactions.
  • Maintained accurate records of customer transactions in line with bank procedures.

Assistant Manager - Finance & Accounts

Regional Finance
09.2014 - 06.2016
  • Created deposits
  • Processed customer payments
  • Handled and filed paperwork
  • Prepared and closed loans
  • Processed collection calls.
  • Garnishments
  • Legal
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Updated account information to maintain customer records..
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.

PROCESS ASSOCIATE

HONDA MANUFACTURING OF ALABAMA
04.2012 - 06.2012
  • Inserted seatbelts and parking brakes
  • Assembled gas and brake pedals
  • Installed airbags.

Education

HIGH SCHOOL DIPLOMA -

JAMES MADISON HIGH SCHOOL
Norcross, GA
2011

Skills

  • Excellent Work Ethic
  • ATM Network
  • Opening and Closing Procedures
  • Audit Preparation
  • Credit and Collections
  • Credit Management
  • Google Drive
  • Customer and Vendor Relations
  • Customer Inquiries
  • Cash Handling Expertise
  • Loans
  • Rapid 10-Key Data Entry
  • Banking
  • Night and Safe Deposit Procedures
  • Team Development
  • Teller Support

Certification

Insurance Sales Training06/2015 -12/2018 ASSISTANT MANAGER REGIONAL FINANCE -TALLADEGA

Timeline

Teller

Investar Bank
02.2023 - Current

Teller

Alatrust Credit Union, Paperwork
07.2016 - 11.2017

Assistant Manager - Finance & Accounts

Regional Finance
09.2014 - 06.2016

PROCESS ASSOCIATE

HONDA MANUFACTURING OF ALABAMA
04.2012 - 06.2012

HIGH SCHOOL DIPLOMA -

JAMES MADISON HIGH SCHOOL

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