Nicole Shurtz

Yukon,OK

Summary

Qualified Universal Banker with over 3 years comprehensive experience in financial services and customer service management. Opening new accounts for consumer & commercial customers, CD's, and money market accounts. Assisting the financial needs assessments of customers and building rapport. Regulatory compliance training to remain in compliance to stay reliable and accurate. Skilled in processing customer transactions, cash handling, maintaining teller drawer in a timely manner and balancing daily, assisting loan officer with daily tasks. Extensive experience with customer service and a strong knowledge of online banking. Successful in building and managing customer relationships, and providing help and solving the customers needs. Known for multi-tasking, being dependable, timemanagement, and organization.

Overview

years of professional experience

Certification

Work History

Universal Banker

The Farmers Bank

08.2024 - 08.2025

Highly skilled Universal Banker with over 3 years of exerpience.
Opened new accounts: consumer & commercial checking, savings, money market and certificates of deposits. Ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits, accepted loan payments, account transfers, and calculated daily transactions.
Balanced teller drawers in a timely manner and accurately balancing drawers daily.
Oversight to all vault transactions and balancing daily.
Handled buying and selling to the Fed, ATM daily balancing and audits.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Assisted loan officers by sending engagement letters to appraisers, staying in contact with appraisals, and assisting with loan accounts.
Assisted customers with closing accounts: consumer & commercial checking, savings, money market, CDs, closing debit cards, and shutting down online banking.
Developed and maintained strong customer relationships, addressing customer needs promptly, and providing exceptional service.
Reconciliations reviewing and oversight (operations, including CDs and new accounts to identify any outages) and reconciling in a timely manner.
Established rapport with new clients to increase satisfaction and loyalty.
Dependable, organized, leadership skills, time management and multi-tasking skills.

Paraprofessional

Mustang Public Schools

10.2022 - 05.2024

Para for a Pre-K teacher
Oversaw students in classroom and common areas to monitor, and support the teacher.
Improved classroom management by assisting teacher with class centers, learning time, getting lessons ready for the day and monitoring student progress.
Supervised students during non-instructional periods such as lunch, recess to ensure safety at all times.
Enhanced student support by delivering one-on-one and small group assistance in various subjects.
Enhanced classroom efficiency through organizing instructional materials, managing daily schedules, and preparing resources for lessons as needed.
Fostered positive learning environment, managing classroom behavior effectively.
Adapted teaching materials for special education students, meeting diverse learning needs.
Developed and maintained positive relationships with students, parents, and staff, enhancing school community.

Office Manager

TALON OIL TOOLS, LLC

04.2009 - 08.2021

Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Updated reports, managed accounts, and generated reports for company database.
Created, maintained and updated filing systems for paper and electronic documents.

Bank Teller

First Security Bank & Trust

05.2006 - 08.2008

Processed customer transactions promptly, minimizing wait times.
Balanced cash drawer accurately at the end of the day.
Answered customer inquiries regarding balances, account history, and transaction history.
Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Resolved customer issues promptly, gaining positive relationships between the bank and customers.
Counted and packaged currency and coins.

Education

Oklahoma City Community College

Oklahoma City, OK

Skills

Branch operations
Customer needs assessment
Cash handling
Teller experience
Account openings & closings
Developing customer relationships

Check cashing and withdrawals
Account servicing
ATM balancing
Opening and closing procedures
Relationship building
Dual control vaults