Quincie Halverson
Helena,MT
Summary
Accomplished in portfolio management and customer service, I excelled at Wells Fargo, First Montana Bank and currently Chase Bank by enhancing client relationships and streamlining cash management processes. My proactive approach, organization and ability to multitask led to significant improvements in service delivery and operational efficiency, demonstrating my commitment to excellence and teamwork.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Lead Teller
Wells Fargo
Helena, MT
02.2017 - 09.2019
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Replenished ATM funds in empty canisters prior to validation process.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Received car loan, home loan, and other payments and posted to accounts.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Ordered branch supplies.
- Kept a very organized and clean branch.
- Assigned keys and combos to employees.
- Preformed opening and closing procedures.
- Held monthly one on ones with tellers for coaching and questions and concerns understanding.
Shift Supervisor
Starbucks
Helena, MT
06.2015 - 01.2017
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Helped store management meet standards of service and quality in daily operations.
- Enforced company policies and regulations with employees.
- Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Enhanced team productivity by implementing efficient shift scheduling and task delegation.
- Resolved conflicts among team members diplomatically, promoting a harmonious work atmosphere conducive to collaboration.
- Monitored staff compliance with health codes, ensuring high standards of cleanliness throughout the facility consistently met or exceeded expectations.
- Streamlined inventory management, reducing waste and optimizing stock levels for daily operations.
- Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
- Completed cash and credit card transactions accurately using POS software.
- Scheduled staff shifts to secure adequate coverage and productive workflows.
- Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
- Cultivated professional working relationships with peers and supervisors.
- Oversaw inventory and product stock to develop and maintain inventory controls resulting in cost savings and reduced overages.
- Built relationships with customers and managed accounts to drive revenue and profit.
- Prepared orders and thoroughly checked each order was completed correctly.
- Prepared and delivered daily deposits to the bank.
- Prepared and delivered weekly tips to employees.
- Managed promotion set ups.
Customer Care Associate
First Montana Bank
Helena, MT
10.2019 - 05.2022
- Maintained and balanced a cash drawer each day.
- Managed and balanced branch vault.
- Ordered and shipped put money with Garda and the Federal Reserve.
- Opened and closed account for clients.
- Performed maintenance on client accounts.
- Followed policies and procedures for bank.
- Maintained and managed ATM cash levels.
- Answered clients questions and concerns.
- Solved client issues in a timely manner.
- Trained new employees.
- Performed teller transactions like deposits, withdrawals, payments and more.
- Built relationships and trust with clients.
- Managed all drive up transactions.
- Managed end of day teller work processing.
- Performed opening and closing procedures.
Associate Banker
Chase Bank
Helena, MT
06.2022 - Current
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Opened, closed, and updated accounts for customers.
- Educated customers on features and benefits of banking products and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Executed wire transfers, stop payments and account transfers.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
Education
Diploma -
Jefferson High School
Boulder, MT06.2014
Skills
- Portfolio Management
- 10 Key skills
- Self-motivated nature
- Cash Management
- Customer Service
- Organization skills
- Due diligence
- Professional Demeanor
- Risk management policies
- Reviewing documents
- Developing customer relationships
- Money Handling
- Follow-up skills
- Resourcefulness
- Documentation skills
- Friendly
- Communication Skills
- Multi-tasking
- Team player
Certification
- CNP - Certified Notary Public
Timeline
Associate Banker
Chase Bank
06.2022 - Current
Customer Care Associate
First Montana Bank
10.2019 - 05.2022
Lead Teller
Wells Fargo
02.2017 - 09.2019
Shift Supervisor
Starbucks
06.2015 - 01.2017
Diploma -
Jefferson High School