Summary
Overview
Work History
Education
Skills
Timeline
Generic

Regina Williams

Mobile,AL

Summary

Dynamic Universal Banker with a proven track record at Renasant Bank, excelling in customer relationship management and cash handling. Leveraged expertise in financial advising and team collaboration to enhance branch performance and customer satisfaction. Achieved notable increases in referral rates through exceptional service and strategic cross-selling.

Overview

2017
2017
years of professional experience

Work History

Universal Banker

Renasant Bank
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
  • Delivered comprehensive financial guidance through regular consultations with clients, cultivating trust and loyalty over time.
  • Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
  • Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
  • Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
  • Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Balanced teller drawers and ATM cash.
  • Opened, closed, and updated accounts for customers.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Educated customers on features and benefits of banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Assisted customers with banking needs and inquiries.
  • Educated customers on online banking and mobile banking applications.
  • Executed wire transfers, stop payments and account transfers.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Referred customers to other banking departments for specialized services.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Cross-sold credit cards, loans and other bank products.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Processed applications for new accounts.

Appointment Scheduler

Premier Medical
  • Provided excellent customer service through attentive listening, empathetic communication, and efficient problem-solving during the scheduling process.
  • Answered phone calls and answered questions from potential customers.
  • Managed high call volume while maintaining professionalism and accuracy when gathering client information for appointment bookings.
  • Acted as first point of contact and set appointments for prospective clients.
  • Acted as a reliable point of contact for clients, addressing concerns or questions about their appointments with professionalism and tact.
  • Enhanced customer satisfaction with timely and accurate appointment confirmations and reminders.
  • Handled complaints and questions, and re-directed calls to other team members.
  • Sustained accurate record-keeping of all scheduled appointments using CRM software, ensuring easy access to pertinent information for all team members.
  • Opened new accounts and documented personal, demographic, and payment information in system.

Senior Head Teller

BBVA Compass
10.2001 - 07.2016
  • Streamlined cash handling processes for increased efficiency in daily operations.
  • Maintained accurate records of all transactions, ensuring timely reconciliation of accounts and minimizing discrepancies.
  • Coached junior tellers on proper procedures, ensuring compliance with bank policies and regulations.
  • Played a key role in achieving operational excellence within the branch by consistently adhering to established protocols and best practices.
  • Collaborated with management to devise strategies for improving overall branch performance and customer experience.
  • Assisted customers with account-related inquiries, providing efficient service that fostered long-lasting client relationships.
  • Demonstrated leadership skills in overseeing daily operations while providing guidance to fellow tellers when required.
  • Contributed significantly towards meeting branch targets by consistently delivering exceptional performance in processing transactions efficiently.
  • Managed high-volume currency exchanges while maintaining accuracy and speed in a fast-paced environment.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • 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 newly hired team members on appropriate responses to patron questions.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Cross-sold credit cards, loans and other bank products.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Education

Associates Degree -

Ashford University
San Diego, CA
05.2012

Skills

  • Branch operations
  • Cash handling proficiency
  • Electronic funds transfer
  • Customer needs assessment
  • Wire transfers
  • Financial advising
  • Transaction processing
  • Deposit processing
  • Payment processing
  • Performance tracking
  • Wealth management
  • Document preparation
  • Financial product sales
  • Check processing
  • Customer service
  • Teller experience
  • Account openings
  • Cash handling
  • Customer Service-oriented
  • New account setup
  • Developing customer relationships
  • Cross-selling expertise
  • Check cashing and withdrawals
  • Team collaboration
  • Money handling
  • Meeting sales goals
  • Cash management
  • Team coaching and training
  • Know your customer
  • Account servicing
  • Analytical thinking
  • Employee training assistance
  • ATM balancing
  • Loss prevention
  • Customer relationship management
  • Relationship building
  • Dual control vaults
  • Educating clients
  • Audit support
  • Product promotion
  • Reviewing documents
  • Financial institution regulations

Timeline

Senior Head Teller

BBVA Compass
10.2001 - 07.2016

Universal Banker

Renasant Bank

Appointment Scheduler

Premier Medical

Associates Degree -

Ashford University

Similar Profiles

CREATE PROFILE
Regina Williams