MICHELLE PETERS
Boothwyn,Pennsylvania
Summary
Results-oriented Branch Banker with a robust background in customer service and financial transactions, dedicated to delivering exceptional client satisfaction. Proven track record in managing branch operations while driving revenue growth through strategic identification and execution of sales opportunities. Expertise in risk management complements a strong ability to cultivate and maintain client relationships, enhancing loyalty and trust within the community. Committed to leveraging skills to contribute positively to organizational success and client engagement.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank
01.2022 - Current
- Assist clients with various needs such as account openings, loans, credit cards
- Ask high gain questions to ensure clients are getting the most out of their banking experience
- Build trust with clients through open communication and following through on commitments
- Ensuring proper procedures are followed during account opening to mitigate risk for the branch as well as for the clients.
- Communicate any procedural concerns during weekly operational quick starts.
- Maintaining open communication with Teller Line to ensure all clients' needs are met.
- Consistently exceed my sales goals by ensuring clients are offered the best solutions to fit their needs
- Ensuring branch files are organized and up to date to avoid risk and compliance violations
- Monthly audit and inventory maintenance of Instant Card Issuer
- Staying up to date on product knowledge and policies so that clients are getting the most accurate information
Teller Lead
PNC Bank
10.2020 - 01.2022
- Successfully worked within tight deadlines and fast paced atmosphere
- Led teller team in daily operation, resulting in great customer service and green CXI surveys
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Ensured teller team members had positive onboarding and training process to give clients the best experience possible
- Communicated compliance regulations to maintain a safe branch environment
- Maintained optimal financial controls by securing funds and making accurate transactions
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
- Ensured tellers were educated on robbery procedures and the steps to take to deter robbery
- Maintained a green cash variance
- Ensure teller team is up to date on processes to manage risk and combat fraud
Branch Banker Associate
PNC Bank
01.2018 - 10.2020
- Process customer transactions on teller line
- Partner with bankers in selling additional products and services to customers (i.e. credit cards, mobile banking, additional accounts, overdraft protection)
- Overseeing the vault and ordering money for the branch in the absence of the teller lead
- Handling customers' needs and concerns such as opening new accounts, credit cards, settling disputes, etc
- Resolving account related issues for customers
- ATM custodian- performing weekly settlement and managing cash in ATMs
Sales Lead
Loft
08.2017 - 12.2017
- Oversaw store operations, managing a staff of 15 sales associates
- Store opening and closing procedures
- Balancing of cash drawers and bank deposits
- Ensured weekly sales goals/credit card goals were met
- Merchandising
Human Resources Team Leader
Target
12.2000 - 08.2016
- Resolved employment related disputes through proactive communication.
- Handled understaffing, Disputes, terminating employees and administering disciplinary procedures.
- Organized and led staff orientation and training to promote collaboration
- Processed payroll weekly for a staff of 400 team members
- Created effective schedules to meet the needs of the business while adhering to state compliance laws
- Ensured a positive and effective onboarding experience for the team through the use of a Team Trainer program
- Organized recognition events for the team
- Handled inbound calls/customer concerns
Education
High school diploma - undefined
Chichester High School
Boothwyn, Pennsylvania01.1989
Skills
- Effective client relations skills
- Loan processing expertise
- Operational oversight
- Cash management expertise
- Client relationship management
- Payment processing
- Certified notary in Delaware
- Financial services sales expertise
- Teller support
- Streamlined client onboarding
- Understanding of financial compliance
- Regulatory compliance expertise
- Teamwork and collaboration
- Willing to learn
- Time management
- Attention to detail
- Multitasking
- Relationship building and management
- Customer relationship development
Certification
Notary Public
Timeline
Branch Banker
PNC Bank
01.2022 - Current
Teller Lead
PNC Bank
10.2020 - 01.2022
Branch Banker Associate
PNC Bank
01.2018 - 10.2020
Sales Lead
Loft
08.2017 - 12.2017
Human Resources Team Leader
Target
12.2000 - 08.2016
High school diploma - undefined
Chichester High School