LAURA CONNELLY
Virginia Beach,VA
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Personal Banker
Wells Fargo
08.2021 - Current
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty, expanded customer base by consistently meeting with customers through referrals from tellers
- Referred customers to an appropriate partner after identifying potential investment opportunities for high -net-worth clients
- Cross-sold bank products and services to meet customer needs and provide options.
- Assisted customers with various complicated transactions: establishing power of attorney , opening and maintaining consumer , fiduciary, estate , trust and business accounts
- Processed customer requests for statements, ordering checks, and updating customer personal information in database.
- Managed credit applications
- Educated customers on online and mobile banking applications.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Restaurant Server
Darden Restaurants, Olive Garden
09.2023 - 01.2024
- Maintained a clean and welcoming dining environment for guest comfort and enjoyment.
- Handled customer complaints professionally, resolving issues promptly to maintain positive relationships.
- Contributed to team success by assisting fellow servers during peak hours, ensuring smooth operations.
- Managed cash transactions accurately with attention to detail, minimizing discrepancies in daily reports.
- Assisted in event planning and execution for special occasions hosted at the restaurant, ensuring memorable experiences for patrons
- Served food and beverages promptly with focused attention to patrons needs.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
- Learned and followed local alcohol laws to keep restaurant compliant with regulations while serving spirits.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
Restaurant Server
Bluefin
11.2022 - 08.2023
- Maintained a clean and welcoming dining environment for guest comfort and enjoyment.
- Boosted overall sales by confidently recommending daily specials and upselling menu items.
- Handled customer complaints professionally, resolving issues promptly to maintain positive relationships.
- Trained new hires on restaurant policies, procedures, and exceptional customer service standards.
- Supported the maintenance of inventory levels by monitoring supplies and communicating needs to management.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
Lead Teller
Wells Fargo
07.2020 - 08.2021
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Elevated team morale by regularly recognizing outstanding individual achievements during staff meetings.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Educated customers on online and mobile banking applications.
- Counted, verified and handled bank deposits and armored car transactions.
- Prepared outgoing and incoming shipments
- Processed teller technical exceptions
- Prepared work orders for branch supplies and maintenance
Teller
Wells Fargo
05.2018 - 07.2020
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible
- Answered customer inquiries regarding account balances, transaction history, services charges
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawer daily
- Maintained up-to-date knowledge of bank products, services, policies, regulations to better assist customers with their financial needs.
- Conducted regular self-assessments of performance to identify areas for growth or improvement within the role of a Teller.
- Educated customers on use of online website and mobile banking applications
- Identified sales opportunities and referred customers to branch partners for financial review
- Monitored and reported suspicious activity in line with bank security policies.
Customer Service Associate
Lowe's
09.2017 - 05.2019
- Maintained a high level of product knowledge, providing accurate information to customers.
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Collaborated with team members to achieve monthly targets and optimize workflow efficiency.
- Managed high call volume with exceptional time management skills, minimizing wait times for customers.
- Processed orders accurately and efficiently, ensuring timely delivery of products or services to customers.
- Contributed to the enhancement of sales strategies by upselling relevant products or services during customer interactions.
- Informed customers about special promotions and provided detailed information for various products.
- Increased revenue by cross-selling and upselling products and services.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
- Cross-trained and provided backup support for each department at the store
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Trained new associates in company policies and procedures, fostering a supportive work environment.
Room Attendant Supervisor
IMS Associates
01.2014 - 09.2017
- Improved overall guest satisfaction by consistently maintaining clean and organized rooms and common areas.
- Ensured timely completion of daily tasks, leading to an increase in positive guest feedback regarding room cleanliness.
- Enhanced team productivity by providing comprehensive training on proper cleaning techniques and equipment use..
- Collaborated with front desk staff to address guest concerns promptly, promoting an atmosphere of exceptional customer service.
- Adapted quickly to changing priorities or emergencies in order to maintain seamless daily operations without compromising guest experience or satisfaction.
- Conducted regular room inspections to verify compliance with housekeeping standards.
- Communicated repair needs to maintenance staff.
- Increased employee performance through effective supervision and training.
- Scheduled and prioritized tasks to staff, overseeing work completion.
Room Attendant
IMS Associates Inc
01.2012 - 01.2014
- Enhanced guest satisfaction by providing thorough and timely room cleaning services.
- Reduced guest complaints by maintaining a high standard of cleanliness in all assigned rooms.
- Ensured positive guest experiences with prompt response to special requests and additional services.
- Received recognition for exceptional attention to detail while performing room inspections prior to guest arrival.
- Maintained hotel safety standards by adhering to proper procedures for handling chemicals and equipment during cleaning tasks.
- Supported fellow housekeeping staff with training on new processes, resulting in increased productivity levels across the department.
- Performed deep-cleaning assignments on a regular basis to maintain the hotel's overall appearance and appeal for both new and returning guests alike.
- Engaged with guests on room requirements and amenities to promote overall satisfaction.
- Responded to guest requests for assistance, toiletries, and personal care items.
Education
High School Diploma -
School of General Education #30
Semey City , Kazakhstan05.2018
No Degree - Language Interpretation And Translation
Semey State University Named After Shakarim
Semey City , Kazakhstan06.2012
Skills
- Financial Product Knowledge
- Relationship Building
- Account Maintenance
- Regulatory Compliance
- Fraud Prevention
- Attention to Detail
- Customer Service
- Banking Policies and Procedures
- Cross-Selling and Upselling
- Cash Handling
- Customer Satisfaction
- Russian Language Fluency
- Product Knowledge
- Organizational Skills
- Time Management
Accomplishments
- As a Mobile Specialist achieved the ongoing progress of customers using online tools with their banking needs through effectively helping and educating them
- Provided support to the team during management absence as a Branch Lead Designee
- As a Branch Ambassador represented the face and the voice of the Branch to provide feedback and support to set the positive tone for the customer experience and team members
- Coached Tellers on effective communication skills leading to an increase of referrals to partners
- Provided ongoing mentorship to newly hired bankers, building their skills in sales techniques and customer relations management
- Supported managers in implementing operational improvements that increased efficiency across branch network
- Served as an essential resource for colleagues seeking guidance on policy interpretations or procedural clarification
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Certification
- Notary Public
Hobbies and Interests
I enjoy reading books of all genres however my favorite one is Romance Novels and Thriller. I also take pleasure in cooking and baking with the passion of experimenting with diverse cuisines and creating new dishes
Languages
Russian
Native or Bilingual
Timeline
Restaurant Server
Darden Restaurants, Olive Garden
09.2023 - 01.2024
Restaurant Server
Bluefin
11.2022 - 08.2023
Associate Personal Banker
Wells Fargo
08.2021 - Current
Lead Teller
Wells Fargo
07.2020 - 08.2021
Teller
Wells Fargo
05.2018 - 07.2020
Customer Service Associate
Lowe's
09.2017 - 05.2019
Room Attendant Supervisor
IMS Associates
01.2014 - 09.2017
Room Attendant
IMS Associates Inc
01.2012 - 01.2014
High School Diploma -
School of General Education #30
No Degree - Language Interpretation And Translation
Semey State University Named After Shakarim