Samantha Daniels
Philadelphia,PA
Summary
Well-qualified Teller Manager proficient in handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with team-oriented mentality and dedication to customer satisfaction, business goals and sales excellence. Skilled in coordinating documentation and handling payments.
Overview
19
19
years of professional experience
Work History
Teller Manager
T D Bank
Philadelphia, PA
05.2022 - 03.2023
- Supervised teller team by enforcing policies and procedures related to teller operations, security and compliance.
- Reviewed and approved transactions above limits and authority levels of teller staff.
- Drove daily operations through cash drawer balancing, counterfeit currency identification and vault cash management.
- Created teller team schedules to maintain adequate staffing.
Personal Banker
WellsFargo Bank N.A
Philadelphia, PA
09.2013 - 05.2022
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Established rapport with new clients to increase satisfaction and loyalty.
Lead Teller
Wachovia Bank N.A
Philadelphia, PA
06.2006 - 11.2011
- Interviewed and hired teller candidates to promote adequate staff coverage during all operating hours.
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Trained new employees in cash handling procedures, bank policies and promote compliance with established standards.
- Performed teller, personal banker and customer service functions during high-volume business periods to offer expeditious service to customers.
Account Representative
Strategic Recovery System
Philadelphia, PA
01.2004 - 02.2006
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns or challenges.
- Analyzed accounts for delinquencies and other ongoing issues.
- Processed client payments and updated accounts.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
Education
Diploma - General Studies
West Philadelphia High School
Philadelphia, PA06.2000
Certificate/ Certified - Medical Office Management
Thompson Institute
Philadelphia, PA09.2002
Still Attending - Psychology
Community College of Philadelphia
Philadelphia, PASkills
- Good listening skills
- Excels in team leadership
- Great at Multi tasking
- Receiving support
- Money handling abilities
- Sales growth
- Cash vault audit
- Mentoring and Training New Hires
- Strong sense of banking ethics
- MS Office proficient
- Critical thinking
- Excellent communication skills
Accomplishments
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Timeline
Teller Manager
T D Bank
05.2022 - 03.2023
Personal Banker
WellsFargo Bank N.A
09.2013 - 05.2022
Lead Teller
Wachovia Bank N.A
06.2006 - 11.2011
Account Representative
Strategic Recovery System
01.2004 - 02.2006
Diploma - General Studies
West Philadelphia High School
Certificate/ Certified - Medical Office Management
Thompson Institute
Still Attending - Psychology
Community College of Philadelphia