Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lori A Powell

ST AUGUSTINE,FL

Summary

Skilled in fraud detection and fostering customer relationships, my tenure at Citibank and other financial institutions has honed my expertise in regulatory compliance and cash management. Demonstrating exceptional customer service, I've efficiently handled high-volume transactions and educated customers on digital banking solutions, significantly enhancing customer satisfaction and operational efficiency. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.

Overview

13
13
years of professional experience

Work History

Teller II

Citibank, NA
03.2018 - 04.2024
  • Processed up to 150 banking transactions daily for personal and commercial customers.
  • Educated customers on online banking (citi.com) and mobile banking (citi.app) applications.
  • Referred customers to other banking departments for specialized services.
  • Monitored and verified suspicious activity on customer accounts utilizing Salesforce and Internet.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven (money handling machine)approaches.
  • Cross-sold credit cards, loans and other bank products.
  • Maintained friendly and professional customer interactions by addressing customer concerns, compassion, and resolving issues promptly.

Customer Service Representative

Anchor Commercial Bank
07.2016 - 03.2018
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service
  • Calculated correct order totals, updated accounts, and maintained detailed records for inventory management and audits.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers both in United States and Bolivia.
  • Educated customers on use of banking website.

Teller

Bank United
08.2015 - 06.2016
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.

Teller II

Citibank
09.2011 - 12.2014
  • Same job description as Citibank 2018-2024

Education

High School Diploma -

Brentwood High School
Brentwood, NY
06.1978

Skills

  • Fraud Detection
  • Customer Relationship Building
  • Account updating
  • Exceptional customer service
  • Regulatory Compliance
  • Accounting systems and software
  • Cash handling and management

Timeline

Teller II

Citibank, NA
03.2018 - 04.2024

Customer Service Representative

Anchor Commercial Bank
07.2016 - 03.2018

Teller

Bank United
08.2015 - 06.2016

Teller II

Citibank
09.2011 - 12.2014

High School Diploma -

Brentwood High School
Lori A Powell