Morgan Harless
Granbury,TX
Summary
Teller Operations/New Accounts Representative at Ciera Bank, adept at enhancing customer satisfaction through exceptional service and meticulous transaction accuracy. Proven expertise in cash handling and account verification, fostering loyalty and trust while effectively managing high-volume transactions. Recognized for reducing financial risk by identifying potential fraudulent activities.
Overview
2
2
years of professional experience
Work History
Teller Operations/New Accounts Representative
Ciera Bank
02.2023 - Current
- Processed customer transactions to maintain seamless banking operations.
- Improved customer satisfaction by efficiently handling inquiries and transactions.
- Managed cash drawer for accuracy in daily transactions.
- Enhanced customer relations by providing courteous and prompt service.
- Supported branch operations by performing administrative tasks.
- Provided information on banking products, helping customers make informed decisions.
- Resolved issues with customer accounts, ensuring satisfaction.
- Recorded transactions accurately for comprehensive financial reporting.
- Maintained confidentiality of customer information, ensuring data security.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Monitored and reported suspicious activity in line with bank security policies.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
- Executed wire transfers, stop payments and account transfers.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Identified potential fraudulent activities through careful monitoring of account activity, reducing financial risk for both clients and the institution.
Education
High School Diploma -
Stark State College
Canton, OHSkills
- Account verification
- Attention to detail
- Time management
- Check verification
- Transaction accuracy and processing
- Branch security
- Exceptional customer service
- Cash handling and management
Timeline
Teller Operations/New Accounts Representative
Ciera Bank
02.2023 - Current
High School Diploma -
Stark State College
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