Melody Robertson
Northport
Summary
Dynamic Universal Banker II at Truist Bank with expertise in cash handling and regulatory compliance. Proven ability to deliver exceptional customer service while maintaining meticulous attention to detail. Skilled in problem-solving, consistently achieving client satisfaction, and operational excellence. 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.
Overview
10
10
years of professional experience
Work History
Universal Banker II
Truist Bank
05.2022 - Current
- Secure bank opening and closing procedures
- Responsible for securing cash box and staying within cash limits throughout the day.
- Practice regulations set by the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), and Know Your Client (KYC). KYC includes Customer Identification Program (CIP), Customer Due Diligence (CDD), Customer Due Diligence Beneficial Ownership (CDD BO), Enhanced Due Diligence (EDD), reporting potential unusual activity, and regulatory reporting (CTR/MISL).
- Follow client authentication guidelines when assisting clients in the branch or over the phone.
- Assist clients with accessing their account information, online banking, safe deposit boxes, ordering new cards, or setting up new PINs.
- Ensure all daily logs and records are completed and organized in their prospected place.
- Opening and closing accounts, credit card applications, and meeting referral/client conversation goals.
Receptionist
Animal Medical Center
06.2021 - 05.2022
- Maintain a clean and organized environment
- Audit registers and a safe box at the end of the night to verify the total money earned at the end of the working day which is around $10,000 and create a report of any shortage or overage if any
- Successfully managed information including sign-in, patient records, orders, and billing
- Handled incoming and outgoing telephone calls with an overall customer satisfaction
- Performed administrative and clerical tasks
Head Server
Walk-On’s
09.2019 - 07.2020
- Preparing side work tasks and closing tasks for the servers during a shift
- Assisting servers with any issues they may run into, checking and approving the closing task the servers have been assigned
- Serving lunch and dinner to 50 to 100 customers per shift at a national chain restaurant
- Memorizing over 30 menu items and rotating specials in order to give customized recommendations to guest
- Swiftly and successfully resolving conflict resulting in customer satisfaction 99% of the time
- Maintaining and enforcing strict and up-to-date cleanliness and social distancing policies regarding the COVID-19 outbreak to ensure both employee safety and customer satisfaction
Key Holder
DXL Men’s Big & Tall
06.2019 - 10.2019
- Maintaining a clean, organized inventory and curated displays of rotating seasonal clothing and accessories
- Anticipating customer needs and providing them with high-quality service while upholding brand standards and values to ensure customer satisfaction
- Happily guiding customers through the process of successfully finding their ideal styles
- Meticulously handling POS system transactions including credit, cash, exchanges, returns, and refunds to ensure seamless and accurate cash flow.
- Actively staying informed about the latest sales offerings and loyalty programs
Bartender
Robert Trent Jones Golf Trails
09.2018 - 06.2019
- Serving breakfast, lunch, and dinner up to 50 customers per shift in the dining room while maintaining the bar area
- Serving customers on three golf courses with 54 holes in total
- Memorized over 30 menu items and rotating specials in order to give customized recommendations to guests
- Swiftly and successfully resolving conflict resulting in customer satisfaction 99% of the time
- Maintaining a clean environment while replenishing goods
Patient Care Assistant
DCH Regional Medical Center
05.2016 - 08.2018
- Maintaining stringent hygiene standards of the emergency medicine unit
- Keeping optimal supply levels in treatment rooms, triage, and other areas to meet typical patient loads
- Monitoring, tracking, and conveying important patient information to healthcare staff to help optimize treatment planning and care delivery
- Researched different diagnoses to become familiar with presentation and treatment protocols
Education
University of Alabama - Finance and Economics
University of Alabama
09.2022
University of South Alabama - Finance and Economics
University of South Alabama
08.2020
Shelton State Community College - Economics, Nursing
Shelton State Community College
05.2018
University of West Alabama - Nursing
University of West Alabama
05.2016
Sipsey Valley High School -
Sipsey Valley High School
05.2015
Skills
- Microsoft
- Outlook
- Excellent Communication
- Multi-tasking
- Detail Oriented
- Basic accounting knowledge
- Problem Solving
- Cash Handling
- Mathematical
- Friendly Customer Service
- Office Management
- BSA
- AML
- CIP training/experience
References
- Heath Jones, Truist, (205) 861-4100
- Joy Cooper, Animal Medical Center, (205) 293-6984
- Tabi Rittenhouse, Tingle Law Firm, (205) 657-9820
Timeline
Universal Banker II
Truist Bank
05.2022 - Current
Receptionist
Animal Medical Center
06.2021 - 05.2022
Head Server
Walk-On’s
09.2019 - 07.2020
Key Holder
DXL Men’s Big & Tall
06.2019 - 10.2019
Bartender
Robert Trent Jones Golf Trails
09.2018 - 06.2019
Patient Care Assistant
DCH Regional Medical Center
05.2016 - 08.2018
University of Alabama - Finance and Economics
University of Alabama
University of South Alabama - Finance and Economics
University of South Alabama
Shelton State Community College - Economics, Nursing
Shelton State Community College
University of West Alabama - Nursing
University of West Alabama
Sipsey Valley High School -
Sipsey Valley High School