Renee Grant
West Palm Beach
Summary
Dynamic and results-oriented professional with extensive experience at PNC Bank, NA, specializing in fraud detection and customer relationship building. Excelled in identifying sales opportunities, enhancing client loyalty, and managing high-volume transactions with precision. Demonstrated exceptional financial analysis and interpersonal skills, significantly improving customer satisfaction and operational efficiency.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Teller Lead
PNC Bank, NA
03.2015 - Current
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained accurate records of customer transactions in line with bank procedures.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Monitored and reported suspicious activity in line with bank security policies.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Handled various accounting transactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Assisted customers with banking needs and inquiries.
- Monitored and verified suspicious activity on customer accounts.
- Educated customers on online banking and mobile banking applications.
- Established rapport with new clients to increase satisfaction and loyalty.
- Referred customers to other banking departments for specialized services.
- Wrote and distributed customer correspondence.
- Trained new hires on customer service policies and procedures.
- Executed wire transfers, stop payments and account transfers.
- Cross-sold credit cards, loans and other bank products.
Universal Banker
PNC Bank, NA
07.2008 - 03.2015
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- 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.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Established rapport with new clients to increase satisfaction and loyalty.
- Counted, verified and handled bank deposits and armored car transactions.
- Calculated fees due, interest and change for customer transactions.
- Monitored and verified suspicious activity on customer accounts.
- Processed applications for new accounts.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Executed wire transfers, stop payments and account transfers.
- Cross-sold credit cards, loans and other bank products.
Education
Associate of Science - Business Administration
Southern New Hampshire University
Hooksett, NH12.2026
High School Diploma -
Boynton Beach Community High School
Boynton Beach, FL05.2008
Skills
- Account updating
- Fraud Detection
- Financial Analysis
- Customer Relationship Building
- Cash Handling
- Referral management
- Cash handling and management
- Stress Tolerance
- Sales expertise
- Positive
- Relationship building and management
- Excellent time management skills
Accomplishments
- Promoted to Lead Teller based on superior performance in 2015
- Earned Voice CX Champion for outstanding customer service.
- Successfully trained 2 new tellers over a 1 month time period.
- Nominated for Circle of excellence for outstanding customer service and team work by peers
Certification
- Licensed Florida Notary - expires 2/2/2027
- Certified Womens in Business, Pnc Bank
Timeline
Teller Lead
PNC Bank, NA
03.2015 - Current
Universal Banker
PNC Bank, NA
07.2008 - 03.2015
- Licensed Florida Notary - expires 2/2/2027
- Certified Womens in Business, Pnc Bank
Associate of Science - Business Administration
Southern New Hampshire University
High School Diploma -
Boynton Beach Community High School
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