Lori Leopold
Erie,PA
Summary
Dynamic Teller Team Lead at Northwest Bank with a proven track record in enhancing customer satisfaction through exceptional service and accurate transaction processing. Skilled in cash handling and compliance, I foster strong relationships while training teams to achieve operational excellence. Committed to promoting financial literacy and streamlining procedures for efficiency.
Overview
21
21
years of professional experience
Work History
Teller Team Lead
Northwest Bank
121 W 26th Street
10.2004 - Current
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and provided product information.
- Maintained cash drawer accuracy through diligent reconciliation practices.
- Identified and resolved discrepancies in accounts to ensure compliance.
- Collaborated with team members to enhance customer service delivery.
- Educated clients on banking products, promoting financial literacy initiatives.
- Implemented new procedures to streamline transaction processes effectively.
- Trained new tellers on operational protocols and customer service standards.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Education
High School Diploma -
Harborcreek High School
Erie, PASkills
Exceptional customer service
Strong work ethic
Professionalism and courtesy
Excellent time management skills
Approachable
Positive
Cash handling and management
Friendly
Transaction processing accuracy
Cash handling expertise
Cash counting
Relationship building and management
Goal-oriented focus
Cash drawer balancing
Patience and empathy
Compliance, banking laws, and regulations
Customer relationship building
Timeline
Teller Team Lead
Northwest Bank
10.2004 - Current
High School Diploma -
Harborcreek High School