Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Lachandra Roberson

Valdosta,GA

Summary

Experienced Teller bringing extensive financial and customer service knowledge from fast-paced bank settings. Offers professional attitude paired with stellar mathematical skills. Consistently recognized for "service with a smile" mentality.

Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Successful Lead Teller with background managing customer and team expectations by setting clear and realistic goals both internally and externally. Proficient in prioritizing customer happiness utilizing effective communication strategies.

Overview

4
4
years of professional experience

Work History

Head Teller/Customer Service Representative

Commercial Banking Company
07.2024 - Current
  • Investigated and promptly resolved issues with patron accounts.
  • Provided customers with appropriate literature on banking products and services.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Introduced customers to other bank team members to help meet financial needs.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Enforced compliance with bank regulations and policies to reduce financial risks.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Calculated fees due, interest and change for customer transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Processed applications for new accounts.
  • Handled various accounting transactions.
  • Trained new hires on customer service policies and procedures.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Referred customers to other banking departments for specialized services.
  • Educated customers on online banking and mobile banking applications.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Trained staff on operating procedures and company services.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.
  • Delivered prompt service to prioritize customer needs.
  • Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
  • Cross-trained and provided backup support for organizational leadership.
  • Maintained up-to-date knowledge of product and service changes.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
  • Resolved associate, tool and service delivery issues revealed by statistical reports.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.

Customer Service Representative

CITIZENS COMMUNITY BANK
02.2021 - 10.2023
  • Responded to customer requests for products, services, and company information.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Investigated and resolved accounting, service and delivery concerns.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Increased efficiency and performance by monitoring team member productivity and providing feedback.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Trained staff on operating procedures and company services.
  • Identified and resolved discrepancies and errors in customer accounts.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Cross-trained and backed up other customer service managers.
  • Promptly responded to inquiries and requests from prospective customers.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.

Education

High School Diploma -

Penn Foster Career School
Scranton, PA
05-2008

Skills

  • Commercial servicing
  • Recordkeeping mastery
  • Rapid 10-key data entry
  • 10-key data entry
  • Exercising discretion
  • Banking financial software
  • Quality control
  • Deposit processing
  • Bank secrecy act
  • Staff training and development
  • Security procedures
  • Cash handling expertise
  • Staff management
  • Teller support
  • Cash drawer balancing
  • Check cashing
  • Cash handling experience
  • Loan payment processing
  • Vault management
  • Bookkeeping and accounting proficiency
  • ATM servicing
  • Safe deposit box management
  • Consumer banking
  • Anti-money laundering regulations
  • Financial product sales
  • Currency exchange
  • Account maintenance
  • Policy adherence
  • Customer complaint handling
  • Employee coaching
  • Transaction verification proficiency
  • Branch operations
  • Workflow optimization
  • Operational efficiency
  • Organization and planning

Accomplishments

  • Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
  • Customer Relations - Earned highest marks for customer satisfaction, company-wide.
  • Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Cashier - Achieved highest Number of new credit accounts opened within one-month period.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.

Timeline

Head Teller/Customer Service Representative

Commercial Banking Company
07.2024 - Current

Customer Service Representative

CITIZENS COMMUNITY BANK
02.2021 - 10.2023

High School Diploma -

Penn Foster Career School

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