Margaret Newell
Williamstown,NJ
Summary
Bank Teller experienced in fast-paced financial environments. Focused on maintaining high levels of accuracy and efficiency, as well as achieving branch goals.
Overview
14
14
years of professional experience
Work History
Bank Teller
Wells Fargo
Gibbsboro, NJ
03.2023 - 12.2023
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Educated customers about different types of banking services available at the branch.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Provided assistance to other tellers during peak business hours as needed.
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
Banking Specialist 1
TD Bank
Mount Laurel, NJ
01.2019 - 09.2020
- Managed high volumes of inbound and outbound calls in fast-paced environment to build, cultivate and establish lucrative client relationships.
- Processed new accounts, including checking and savings accounts credit applications
- Helped customers open and close accounts.
- Responded and assisted customers with account inquiries and updates
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
- Identified consumer needs, clarified information and researched issues to provide alternative solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Coordinated topics with call center scripts to handle consumer questions, delivering appropriate answers.
- Forwarded calls to management if outstanding issue required immediate resolution.
- Implemented basic troubleshooting and support techniques to enable speedy resolution of callers' issues.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Teller 1
TD Bank
Williamstown, NJ
04.2018 - 12.2018
- Performing routine and intermediate branch and customer services duties
- Accepting retail and commercial checking and savings deposits
- Processing loan payments
- Executing customer transactions
- Processing exchanges in foreign currency
- Cashing checks and savings withdrawals
- Assisting with night depository and vault duties
- Customer service through 1-on-1 interactions
- Cash handling
- Process customer transactions
- Product offer to customer
- Follow bank procedures for operational standards
- Building customer relationships and Knows pattern of business
- Knowledge of bank-offered product
- Asking for assistance when needed
- Service DT and Lobby
Legal Receptionist
Law Office Of Tariq Davis & Elena Makau
Brooklyn, NY
10.2011 - 05.2015
- Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system
- File pleadings with court clerk
- Direct and coordinate law office activity, including delivery of subpoenas
- Operate telephone switchboard to answer, screen, or forward calls
- Providing information, taking messages and or scheduling appointments
- Receive and place telephone calls
- Schedule and make appointments
- Organize and maintain law libraries, documents, and case files
- Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials
- Prepare and distribute invoices to bill clients or pay account expenses
- Assist attorneys in collecting information such as employment, medical, and other records
- Make photocopies of correspondence, documents, and other printed matter
Education
undefined
Medgar Evers College
2003
Skills
- Legal administrative support
- Self-starter
- Strong interpersonal skills
- Dedicated team player
- Resourceful
- Strong problem solver
- Professional and mature
- Time management
Affiliations
Group leader and speaker at the Safe Horizon home for Domestic violence
Timeline
Bank Teller
Wells Fargo
03.2023 - 12.2023
Banking Specialist 1
TD Bank
01.2019 - 09.2020
Teller 1
TD Bank
04.2018 - 12.2018
Legal Receptionist
Law Office Of Tariq Davis & Elena Makau
10.2011 - 05.2015
undefined
Medgar Evers College