Summary
Overview
Work History
Education
Skills
Job Title
Personal Information
References
Timeline
AssistantManager
Sally Russo

Sally Russo

I’ve been in Banking and all Customer Service for 22 Years! I’ve so far been a FT Teller/Supervisor/LeadTM/Remote work from home/Financial Services Advisor, and receptionist.
Tuckerton,NJ

Summary

Skilled Teller/Financial Service Adviser/Branch supervisor brings strong people skills to customer interactions. Honest, hardworking demeanor paired with always-accurate money-counting. Expertly meets new challenges with attention to detail and team spirit. Well-honed banking knowledge.

Overview

21
21
years of professional experience

Work History

Full Time Teller II

Santander Bank
Manchester
01.2012 - 01.2023
  • Provided trained support to staff both new, hired, and current
  • Have 24 years of experience and training in this field, as well as being a branch supervisor for 7 years
  • My knowledge of ordering money for the branch and proving the vault, settling and proving ATM procedures, opened and closed safety deposit boxes, completed many transactions with bonds, travelers checks, and bank checks! Completed many reports in my career, including CTR, MIL, SAR's
  • Assisted in looking over all accounts that are opened and or closed on a daily basis, making sure that all policies and procedures are being met and completed correctly in a timely manner
  • Offered assistance to my fellow employees in any way I can, to ensure optimum service to all customers
  • Also worked from home, fully remote as a financial services provider
  • Assisted and completed all tasks and responsibilities for the day or as needed, when my Branch Operational Manager is either in meetings or out of the office
  • Taken great pride in customer service both onsite and remote
  • Assisted in conducting training sessions for new tellers and provided ongoing support and guidance to ensure they are well-equipped to perform their responsibilities effectively
  • Managed and resolved customer complaints and issues in a timely and satisfactory manner
  • Developed and implemented customer service training programs for tellers, focusing on enhancing communication and problem-solving skills
  • Assisted in identifying opportunities for process improvement and implement changes to increase efficiency and customer satisfaction
  • Maintained a high level of accuracy and attention to detail when processing transactions to ensure all customer accounts are handled correctly and efficiently
  • Trained new tellers on Santander Bank's specific policies and procedures to ensure compliance with industry regulations
  • Assisted in analyzing customer data and trends to identify opportunities for cross-selling and upselling additional banking products and services.

Full Time Teller

Wells Fargo Bank
Bayville
01.2011 - 12.2012
  • Pleasant personality and respectful of customers, co-workers and administration
  • Provide trained support to staff both new hired and current
  • Provide customer service with 11 years of experience and training in this field
  • My knowledge of proving and settling vaults, and ATM settlements
  • Customer referrals to college investments and retirement annuities is offered on a regular basis
  • Eagerly assist other branches when deemed necessary
  • Develop and maintain in-depth knowledge of Wells Fargo Bank's products and services to effectively assist customers in their financial needs
  • Implement security procedures to ensure the safety of cash and valuables in the branch
  • Consistently meet and exceed branch sales goals by proactively identifying customer needs and offering appropriate financial solutions
  • Actively participate in ongoing training and development programs to stay updated on new banking regulations and industry trends, ensuring compliance with all applicable policies and procedures
  • Maintain a high level of accuracy when handling cash transactions and performing balancing activities at the end of each shift
  • Maintain a high level of accuracy and attention to detail in handling cash transactions to minimize errors and discrepancies
  • Build and maintain strong relationships with customers by providing exceptional customer service and addressing their needs and concerns.

Branch Supervisor

Synergy Bank
Union
01.2002 - 12.2009
  • Managed day-to-day operations and supervised tellers, creating schedules and delegating tasks
  • Handled cash ordering and selling, as well as monthly reconciliations and audits
  • Opened and closed various types of accounts, resolving customer issues and referring to specialists
  • Assisted the manager with tasks and large sums of money
  • Processed loans, wire transfers, and managed CD and IRA accounts
  • Ensured compliance with banking regulations and policies
  • Led and motivated the teller team to achieve goals and provide excellent customer service
  • Developed strategies to increase customer satisfaction, branch profitability, and compliance
  • Implemented training programs to enhance teller skills and customer interactions
  • Collaborated with the marketing department on promotional campaigns
  • Managed branch staffing levels for optimal customer service and efficiency
  • Utilized data analytics and reporting tools to assess branch performance and identify areas for improvement, such as customer satisfaction, sales performance, and operational efficiency
  • Provided recommendations and implemented strategies to meet or exceed performance targets
  • Conducted performance evaluations for tellers and provided feedback for improvement
  • Developed and implemented strategies to increase cross-selling opportunities and maximize revenue generation in the branch
  • Developed and implemented employee recognition programs to increase morale and motivation within the teller team
  • Managed and resolved customer complaints and issues in a timely and satisfactory manner to ensure customer retention and satisfaction
  • Assisted in the development and implementation of new branch policies and procedures to ensure efficient operations and compliance with regulatory requirements
  • Collaborated with branch manager to develop and implement strategies for improving branch profitability and efficiency.

Full Time Teller

TD Bank
Toms River
01.2011
  • Handled all aspects of daily financial responsibilities of a teller
  • Trained incoming staff, handled a substantial sum of currency and commercial accounts
  • Provided support to Assistant manager regarding customer conflicts, general inquiries, and customer service
  • Reconciled monthly reports
  • Opened new accounts ranging from IRA's to Savings/Checking accounts
  • Handled monthly audits of currency and audits of other Tellers
  • Handled Leveys and fees involved
  • Referred customers to annuities, college investment, and retirement as well
  • Took investigative action and filled suspicious activity reports
  • Participated in robbery training and Bank Secrecy Act training
  • Assisted customers with loan applications, ensuring accuracy and completeness of required documentation
  • Identified and reported any suspicious transactions or activities that may violate Bank Secrecy Act to ensure compliance with regulatory requirements and prevent money laundering
  • Identified and reported any instances of suspicious activity or fraud to the appropriate authorities
  • Provided exceptional customer service by addressing customer inquiries, resolving issues, and ensuring customer satisfaction
  • Promoted bank services and products to customers, increasing customer engagement and satisfaction
  • Managed and balanced cash drawers of various denominations to ensure accuracy and secure transactions
  • Maintained a high level of accuracy and attention to detail when handling financial transactions to minimize errors and discrepancies.

Education

Business Management -

Berkeley College-Woodbridge

Course of Study-College Preparatory -

Woodbridge Highschool

Skills

  • Windows 95/98
  • Lotus Notes
  • Microsoft Office Word
  • Attachmate Extra Excel
  • Powerpoint Various banking programs
  • Supervising Training
  • Typing Data Entry
  • Skillful
  • Reconciliations Account Filing
  • Financial Reporting
  • Inventory
  • Investigative Actions CTR (Currency Transaction Reports)
  • SARS (Suspicious Activity Reports)
  • Identifying Fraudulent Transactions
  • Customer Verification
  • Customer Service
  • Currency Audits
  • Teller Quality Assurance
  • Bank Secrecy Act
  • Robbery Training
  • SFSI
  • Annuities
  • Investments
  • Levies
  • Fraud
  • Drawer Balancing
  • Asset Protection
  • Exceptional Customer Service
  • Banking
  • Stress Tolerance
  • Cash Drawer Balancing
  • Strong Sense of Banking Ethics
  • Excellent Communication Skills
  • Cash Counting
  • Financial Services
  • Reliable
  • Approachable
  • Strong Work Ethic
  • Friendly
  • Fraud Identification
  • Relationship Building and Management
  • Account Management
  • Conflict Resolution Techniques
  • Excellent Time Management Skills
  • Safe and Vault Operation
  • Currency and Coin Counter
  • Fraud Detection
  • Customer Relationship Building
  • Cash Handling

Job Title

In office executive assistant or bank teller or supervisor

Personal Information

Age: 41

References

References available upon request.

Timeline

Full Time Teller II

Santander Bank
01.2012 - 01.2023

Full Time Teller

Wells Fargo Bank
01.2011 - 12.2012

Full Time Teller

TD Bank
01.2011

Branch Supervisor

Synergy Bank
01.2002 - 12.2009

Business Management -

Berkeley College-Woodbridge

Course of Study-College Preparatory -

Woodbridge Highschool

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Sally RussoI’ve been in Banking and all Customer Service for 22 Years! I’ve so far been a FT Teller/Supervisor/LeadTM/Remote work from home/Financial Services Advisor, and receptionist.