Michele Smith
Louisville,KY
Summary
Highly organized, customer-focused professional with background as Branch Coordinator. Skilled in multitasking, coordinating branch activities and leading teams for optimal performance. Demonstrated ability to streamline operations and improve efficiency while maintaining high levels of service quality. Strong communication skills, with knack for problem-solving and conflict resolution.
Overview
24
24
years of professional experience
Work History
Universal Banker
TRUIST
Louisville, KY
07.2023 - Current
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Educated customers about the features of different types of bank accounts available.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Developed relationships with business owners to promote commercial banking services.
- Verified customer identity through driver's license or other forms of identification.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Balanced currency, coin and checks in cash drawers at ends of shifts
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Branch Coordinator
TRUIST
Louisville, KY
08.2022 - Current
- Monitored staff performance and provided feedback to improve productivity.
- Conducted training sessions for new employees regarding job roles and responsibilities.
- Assigned tasks and responsibilities to staff members based on their qualifications...
- Coordinated branch operations to ensure efficient customer service...
- Ensured compliance with company policies, procedures, and regulations...
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Disciplined employees to encourage compliance with company policies and procedures.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Planned work schedules to maintain adequate staffing levels.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Teller Supervisor
TRUIST
Louisville, KY
04.2014 - Current
- Conducted performance reviews of tellers, providing feedback on areas of strength and opportunities for improvement.
- Identified training needs for tellers, created learning materials, and conducted regular training sessions.
- Recruited, interviewed, hired, trained, evaluated, managed disciplinary actions, and terminated employees when needed.
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Reviewed suspicious activity reports from tellers; reported any violations to management immediately.
- Ensured compliance with all bank policies, procedures, and regulatory requirements through consistent teller training and audits.
- Managed daily operations of teller line, ensuring efficient transaction processing and high levels of customer satisfaction.
- Participated in hiring and performance evaluation processes for teller staff.
- Monitored teller performance, providing feedback and coaching to improve efficiency and service quality.
Teller
TRUIST
Winchester, KY
04.2001 - Current
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Followed up on requests from customers in a timely manner.
- Balanced cash drawers on a daily basis.
- Answered customer inquiries regarding bank products and services.
- Provided exceptional customer service while accurately processing routine transactions.
- Cross-sold additional bank products when applicable to meet customer needs.
- Assisted customers in opening new accounts and completing required paperwork.
- Maintained accurate records of all transactions for compliance purposes.
- Maintained confidentiality of all customer records and information according to company policies.
- Verified customers' identification to ensure compliance with laws and regulations.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Processed wire transfers for customers both domestically and internationally.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Adhered to financial services security and audit procedures.
- Maintained confidentiality of bank records and client information.
- Trained employees on cash drawer operation.
Skills
- Employee training
- Team leadership
- Problem solving
- Dependable
- Attention to detail
- Banking
- Customer relationships
- Performance reviews
- Team player
- Staff training
- Relationship building
- Cash handling
- Excellent work ethic
- Decision-making
Timeline
Universal Banker
TRUIST
07.2023 - Current
Branch Coordinator
TRUIST
08.2022 - Current
Teller Supervisor
TRUIST
04.2014 - Current
Teller
TRUIST
04.2001 - Current