Summary
Overview
Work History
Education
Skills
Timeline
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Lindsay Smith

San Tan Valley,AZ

Summary

Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols. Proficient Senior Teller offering excellent customer service and cash handling experience. Extensive background in cash management and banking. Adept at handling deposits and monitoring accounts. Friendly Senior Teller to build long-lasting relationships with customers and coworkers. Always adheres to security and compliance procedures. Proficient in state and federal banking laws.

Overview

9
9
years of professional experience

Work History

Teller Mentor

Desert Financial
Awatukee, AZ
02.2007 - 10.2010
  • Maintained confidentiality of bank records and client information.
  • Built and maintained client relationships through quality, personalized interactions.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Delivered exceptional service to customers in person or over telephone.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Trained employees on cash drawer operation.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Processed wire transfers for customers both domestically and internationally.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Maintained accurate records of all transactions for compliance purposes.
  • Performed daily reconciliation of teller drawer within established limits.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Balanced cash drawers on a daily basis.
  • Identified transaction errors when debits and credits did not balance.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Assisted in training new tellers on procedures and policies.
  • Resolved customer issues while maintaining professionalism.
  • Operated multiple branches as a floating teller when needed.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Balanced cash drawer daily, ensuring accuracy and security.
  • Reported daily averages and shortages to operations department.
  • Engaged consistently with mentees through designated contact points using various methods.
  • Monitored and evaluated mentees' progress, providing feedback and guidance to ensure success.

Head Teller

Jordan Federal Credit Union
Draper, UT
11.2001 - 11.2006
  • Researched complex financial issues related to customer accounts as requested by management.
  • Created weekly schedules for staff members according to their availability.
  • Analyzed customer accounts for any suspicious activity or unusual patterns of behavior that could indicate fraud or money laundering activities were taking place.
  • Conducted research into current market trends to determine which products or services could be beneficial to offer customers.
  • Created reports detailing financial transactions, account balances, and other relevant information used by management in making decisions.
  • Monitored staff performance and provided feedback as needed to ensure quality customer service was maintained at all times.
  • Acted as a mentor for junior tellers by providing advice on career development opportunities.
  • Managed daily operations of the bank, including opening and closing procedures, balancing cash drawers, and resolving customer inquiries.
  • Collaborated with other departments within the organization to coordinate promotional events or campaigns that would benefit both customers and the bank.
  • Trained new employees on proper bank processes and customer service standards.
  • Initiated corrective action when necessary to ensure compliance with all regulatory requirements.
  • Maintained up-to-date knowledge of banking regulations, laws, policies, and procedures.
  • Performed regular audits of branch transactions to identify discrepancies or potential areas of risk.
  • Developed relationships with customers by providing excellent customer service while cross-selling additional products or services offered by the bank.
  • Ensured compliance with all federal regulations regarding consumer protection laws.
  • Handled escalated complaints from customers in a professional manner while working towards an amicable resolution.
  • Monitored security cameras for suspicious activity or theft prevention purposes.
  • Assisted in developing strategies to improve workflow processes and increase efficiency within the branch.
  • Implemented security protocols such as dual control access codes when handling large amounts of cash or sensitive documents.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Kept teller window areas clean, organized, and fully stocked.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Reduced errors by double checking transactions.
  • Completed monthly audits and managed overdraft reports.
  • Monitored daily cash levels in the vault and reconciled discrepancies.
  • Identified potential fraud risks or suspicious activities within the branch's financial accounts.
  • Developed strategies to increase sales opportunities among customers by cross-selling bank services or products.
  • Ensured adherence to all applicable laws and regulations related to banking operations.
  • Conducted regular audits of operational processes to identify areas for improvement.
  • Tracked inventory levels of supplies necessary for daily operations.
  • Processed customer transactions including deposits, withdrawals, transfers, loan payments.
  • Resolved customer complaints in a timely manner while ensuring compliance with banking regulations.
  • Balanced cash drawer daily, ensuring accuracy and security.
  • Promoted bank products and services to customers.

Education

Bachelor of Science - Health Sciences

Grand Canyon University
Phoenix, AZ
06-2025

Skills

  • Confidentiality and Discretion
  • Transaction processing accuracy
  • Banking Product Knowledge
  • Drawer balancing
  • Cash Handling
  • Customer Relationship Building
  • Safe and vault operation
  • Exceptional customer service
  • Professionalism and Courtesy
  • Problem-solving aptitude
  • Analytical Skills
  • Reliable and Responsible
  • Financial Services
  • Auditing transactions
  • Wire Transfer Processing
  • Rapid 10-key data entry
  • Teller Support
  • Transaction Overrides

Timeline

Teller Mentor

Desert Financial
02.2007 - 10.2010

Head Teller

Jordan Federal Credit Union
11.2001 - 11.2006

Bachelor of Science - Health Sciences

Grand Canyon University

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Lindsay Smith