Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lexi Teel-Rohlf

Urbandale,IA

Summary

I came into the banking and credi.t union world back in 2018 with no idea if this was the career path I really wanted to go down, now almost 6 and a half years later, here I am as a personal banker, a position I never thought I'd ever be in. I am so grateful for the opportunities that I have gotten with being a banker, it was a change for sure but a really good change. I had been a cashier for quite a bit of time before I decided that I wanted to take the chance and become a teller at Community Choice Credit Credit Union. Being a cashier for Menards and Hyvee had been great through the years as a high schooler and college student, but I finally decided that I needed something that would help jump start a career, something a little more rewarding and that is when I discovered banking.

At US Bank I work both the teller line and then as a personal banker meeting customer needs such as opening checking and savings accounts, loans, certificate of deposits , credit cards and much more. As for tellering I make deposits and withdrawals, payments, getting transaction histories, ordering checks, printing cashier checks and money order, and more. Every day I balance and count the vault and make sure that the rest of the tellers put their buys and sells from the vault into our system correctly so that all of our drawers are balanced by the end of the day. With the vault I also handle most of the shipments that come in and out and get them ready to go to be picked up. While at US Bank we make outbound calls to our customers to let them know what new promotions we have going on and to make sure that we are helping them every step of the way and letting them know that we are always here to help with any banking matter.

While at Community Choice Credit Union I was a teller and I did the normal day to day transactions and helping members with any questions or concerns they may have.

I work well under pressure and in a fast pace, busy environment, and am also very efficient in getting customers in and out through the drive and lobby teller lines when needed while also making sure the customer is getting all their needs met within their visit.

Not only do I enjoy my job within US Bank but I also am happy with all the friendships I've made in the almost 3 years I've been here, the customers are even better and I enjoy getting to know all of them and to have a good memory to be able to know exactly what they need when they come in. I usually see more business customers than anything but all of them brighten my day.

I hope to stay somewhat within the banking world in the future and to learn more and move up through out the years where ever I'm at job wise. I love what I do and love helping out all my customers and having great conversations with them and seeing them almost everyday but I would also love to branch out and be able to learn new skills and to be able to say that I've done this or that and have the background knowledge in the end for any of it to be able to help others or to help my co-workers when in need. I would like the chance to be able to experience something new, I am still young and want to have the extra knowledge to provide assistance to anyone.

Overview

12
12
years of professional experience

Work History

Personal Banker

US Bank NA
07.2021 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services, credit cards and new offers happening at the time
  • Balanced cash drawers and the vault on daily basis
  • Expanded client base by promoting new financial products.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Presented new and additional products and services to existing customers.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • I handle the vault every day with balancing it at the end of each day and making sure that shipment that comes in and out each week is done correctly.
  • I am also a teller and handle everything from deposits and withdrawals to making payments and assisting business customers with their bigger deposits and withdrawals.
  • I have been a notary for 5 years
  • I have an NMLS number to be able to do loans, credit cards, etc.

Teller

Community Choice Credit Union
03.2018 - 07.2021
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Cashier

Hyvee
08.2013 - 01.2018
  • Worked flexible schedule and extra shifts to meet business needs.
  • Helped customers complete purchases, locate items and join reward programs.
  • Restocked and organized merchandise in front lanes.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Checked identification for proof-of-age for alcohol and tobacco sales.
  • Performed cash, card and check transactions to complete customer purchases.
  • Monitored self-checkout systems and provided assistance or intervention where required.

Cashier

Menards
03.2013 - 08.2013
  • Worked flexible schedule and extra shifts to meet business needs.
  • Restocked and organized merchandise in front lanes.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Reviewed weekly sales ads and monitored price changes.
  • Performed cash, card and check transactions to complete customer purchases.
  • Maintained current knowledge of store promotions and highlighted sales to customers.

Education

Paralegal Studies

DMACC
Ankeny, IA
08.2020

Liberal Arts And General Studies

DMACC
Ankeny, IA
08.2014

High School Diploma -

Hoover High School
Des Moines, IA
05.2014

Skills

  • Cash Handling
  • Customer Satisfaction
  • Sales Expertise
  • Teller Transactions
  • Verbal and Written Communication
  • Client Interactions
  • Loans
  • Credit and Debt Card Processing
  • Banking Operations Knowledge,
  • Sell Services
  • Calculator Usage
  • Credit Bureau Information
  • Serve Customer Needs
  • Account Type Familiarity
  • Notary
  • Maintaining Clean Work Areas
  • Open New Accounts
  • Team Interaction
  • Credit Card Applications
  • Phone Inquiries
  • Cash Vault Auditing
  • Safe Deposit Box Oversight
  • NMLS

Timeline

Personal Banker

US Bank NA
07.2021 - Current

Teller

Community Choice Credit Union
03.2018 - 07.2021

Cashier

Hyvee
08.2013 - 01.2018

Cashier

Menards
03.2013 - 08.2013

Paralegal Studies

DMACC

Liberal Arts And General Studies

DMACC

High School Diploma -

Hoover High School
Lexi Teel-Rohlf