Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Angela Williams

Angela Williams

Waldorf,MD

Summary

To obtain a viable position in which I can exercise my professional skill set in the area of business/office/finance management, administrative support and customer service. The obtained position will afford me the opportunity to advance professionally, personally and corporately with an established employer. Authorized to work in the US for any employer

Overview

22
22
years of professional experience
1
1
Certification

Work History

Retail Banker 2

TD Bank
02.2023 - Current
  • Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Identified opportunities for cross-selling financial products, resulting in higher revenue generation.
  • Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Identified, marketed and recommended bank products and services to achieve individual sales.
  • Streamlined account opening processes for improved efficiency and a better client experience.
  • Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
  • Identified and reported suspicious patterns of activity to reduce money laundering.
  • Improved teller accuracy by conducting regular audits and emphasizing the importance of attention to detail.
  • Supported branch operations by performing various administrative tasks such as filing, data entry, and report generation as needed.
  • Boosted referral rates by actively promoting bank products during routine interactions with customers.
  • Processed applications for new accounts.

Bank Teller 2

TD Bank
09.2022 - Current
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Counted and packaged currency and coins.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Reconciled cash drawer and resolved discrepancies.
  • Educated customers on use of banking website and mobile apps.
  • Provided customer records, account statements and copies of checks.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Placed orders for customer checks and verified starting numbers.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
  • Collaborated with team members to ensure smooth operations and high-quality service.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Handled various accounting transactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Referred customers to other banking departments for specialized services.
  • Cross-sold credit cards, loans and other bank products.
  • Established rapport with new clients to increase satisfaction and loyalty.

Project and set team product and sales goals

Cash Advance America
07.2015 - 09.2016
  • July 2015 - September 2016 - Process/Approve finance applicants Office/Finance Manager - Research and Recover outstanding accounts
  • - Maintain/Generate finance reports and forecasts

lead Merchandiser assistant

Ralph Lauren
01.2003 - 01.2012
  • Build and maintain personal client ledger
  • Buyers Assistant/Associate - Oversee/project department sale goals - Department merchandising, sales and promotions

Manage daily sales

Premier Insulations
01.2003 - 06.2007
  • Reconciled daily A/R/Collections Reports
  • Office Manager - Process A/R and A/P invoices for payment
  • - Reconciled and processed employee payroll

Education

Education and Proficiencies - Business And Finance

Liberty University
Lynchburg, VA

Certificate Diploma - undefined

Delta College

Skills

  • SALES, SALES AND, A/P, A/R, DATA-ENTRY, MS OFFICE, Collections

Certification

  • Office Specialist
  • Office Diploma

Timeline

Retail Banker 2

TD Bank
02.2023 - Current

Bank Teller 2

TD Bank
09.2022 - Current

Project and set team product and sales goals

Cash Advance America
07.2015 - 09.2016

lead Merchandiser assistant

Ralph Lauren
01.2003 - 01.2012

Manage daily sales

Premier Insulations
01.2003 - 06.2007

Certificate Diploma - undefined

Delta College

Education and Proficiencies - Business And Finance

Liberty University

Similar Profiles

CREATE PROFILE
Angela Williams