Morgan McCurdy
710 Hettie Way Butler,PA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
8
8
years of professional experience
Work History
Lead Bank Teller
PNC Bank
03.2022 - Current
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Managed high-volume transactions during peak periods while maintaining composure under pressure.
- Wrote and distributed customer correspondence.
- Generated monthly reports on customer activity and customer feedback.
- Mentored newly hired team members on appropriate responses to patron questions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Monitored and verified suspicious activity on customer accounts.
- Supported the implementation of new banking technology within the branch, enhancing user experience for both staff members and customers alike.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Implemented security measures to protect bank assets, reducing instances of fraud and theft.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Executed wire transfers, stop payments and account transfers.
- Introduced customers to other bank team members to help meet financial needs.
- Reduced errors and discrepancies, ensuring all transactions were accurately recorded and reported.
- Maintained cash drawer accuracy, effectively balancing daily deposits and withdrawals.
- Conducted regular audits of teller cash drawers, ensuring proper handling procedures were followed at all times.
- Ensured compliance with federal regulations, adhering to strict guidelines for accurate reporting.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Oversaw teller staff scheduling to maintain appropriate coverage during business hours.
- Worked effectively in fast-paced environments.
- Gained extensive knowledge in data entry, analysis and reporting.
Bookkeeper
NexTier Bank
04.2020 - 03.2022
- Identified accounting errors when cross-referencing documents and database information.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
- Inspected account books and recorded transactions.
- Prints, Reviews and takes appropriate action with regard to daily reports including ACH return notifications, Pre-note reports, OFAC Suspect reports, Suspect Reg D, Large Dollar report, Duplicate items and reactivation reports.
- Processed and performs maintenance on deceased customers including reclamations for the US Treasury and Notice of Decedent Account Status for PA inheritance tax.
- Complete Exception item processing and balancing of Fed Inclearing, Lockbox, Branch of Merchant batches via TCM.
- Monitors and approves mobile deposits
Teller
NexTier Bank
04.2016 - 04.2020
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Assisted customers with banking needs and inquiries.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Meticulously monitored cash drawer activity, ensuring accuracy in transaction processing and adherence to strict security protocols.
- Executed wire transfers, stop payments and account transfers.
- Opened CD'S and IRA'S for customers, rolled over CD'S also managed the Vault.
Education
High School Diploma -
Butler Area Senior High School
Butler, PABusiness Management
Butler County Community College
Butler, PASkills
- Attention to Detail
- Identity Verification
- Staff Management
- Branch operations understanding
- Regulatory Compliance Knowledge
- Security Procedures
- Regulatory Compliance
- Staff Training
- Professionalism and Ethics
- Records Confidentiality
- Vault Security
- Customer Service
Timeline
Lead Bank Teller
PNC Bank
03.2022 - Current
Bookkeeper
NexTier Bank
04.2020 - 03.2022
Teller
NexTier Bank
04.2016 - 04.2020
High School Diploma -
Butler Area Senior High School
Business Management
Butler County Community College
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