Detail-oriented professional with proven knowledge of banking, customer service, and account management. Aiming to leverage my abilities to successfully fill the open role on your team.
Overview
5
5
years of professional experience
Work History
Teller
Wellby Financial
08.2019 - 10.2022
Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner
Balanced cash drawer and maintained full accountability for assigned cash on hand
Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly
Opening duties such as getting opening reports done and signed off on in a timely manner, preparing the branch for customers, and taking care of those customers once they got there
Organization and retention
Completed financial transactions, including deposits, withdrawals, and loan payments
Greeted customers with professionalism and friendly and courteous demeanor
Ensured that all customer data was kept confidential according to bank policy standards
Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients
Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly
Completed financial transactions, including deposits, withdrawals, and loan payments
Greeted customers with professionalism and friendly and courteous demeanor
Balanced cash drawer daily at the end of each shift to ensure accuracy
Processed loan payments, credit card payments, and other monetary transactions accurately.
Key Holder
Lane Bryant Outlet
01.2018 - 07.2019
Ensured that all customer data was kept confidential according to bank policy standards
Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients
Handled incoming calls from customers regarding their accounts or inquiries about bank policies in a courteous and professional manner
Cross-sold bank products to existing customers while meeting sales goals set by management
Updated account information for customers when requested, including address changes or name modifications
Verified customer identification documents for new accounts
Supported customer confidentiality and security with stringent discretion
Trained new tellers on proper procedures for handling financial transactions
Performed daily opening and closing procedures such as counting the cash drawer, balancing receipts, and reconciling discrepancies
Assisted customers with product selection, price checks, returns and exchanges, and special orders
Executed opening, closing and register functions to meet business requirements
Provided excellent customer service by greeting customers in a friendly manner and responding to inquiries promptly
Organized merchandise displays to ensure accurate pricing and attractive presentation of products
Processed sales transactions quickly and accurately using POS system while maintaining a high level of customer service
Encouraged teamwork among colleagues by leading by example and providing guidance when needed
Met company standards with regards to merchandising, visual presentation, and housekeeping
Inspected stockroom areas for cleanliness and organization; identified any issues that could lead to safety hazards or theft
Supported store manager in achievement of store goals and KPIs
Communicated regularly with management regarding stock levels, employee performance
Issues, customer feedback
Led by example on sales floor, achieving individual sales goals.