Summary
Overview
Work History
Education
Skills
Timeline
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Sara Guidry

Sulphur,LA

Summary

Accomplished Universal Banker at JD Bank, adept in cash handling and customer service, enhanced client satisfaction through personalized banking solutions. Skilled in banking software navigation and team collaboration, significantly improved branch operations. Proven track record in addressing customer needs, ensuring compliance, and strengthening customer relationships.

Overview

7
7
years of professional experience

Work History

Universal Banker

JD Bank
03.2023 - Current
  • 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.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • 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.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Balanced teller drawers and ATM cash.
  • Opened, closed, and updated accounts for customers.
  • Educated customers on features and benefits of banking products and services.
  • Assisted customers with banking needs and inquiries.
  • Referred customers to other banking departments for specialized services.
  • Monitored and verified suspicious activity on customer accounts.
  • Handled various accounting transactions.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Handled scheduling for all branch tellers.
  • Handled branch ordering

Shift Lead

West Cal Arena and Event Center
08.2017 - 11.2022
  • Trained new employees and delegated daily tasks and responsibilities.
  • Maintained a clean and organized work environment, ensuring safety standards were met consistently.
  • Oversaw cash handling procedures, ensuring accuracy and proper documentation at all times.
  • Trained and mentored new employees to maximize team performance.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
  • Provided exceptional customer service by addressing inquiries, resolving issues, and maintaining a welcoming atmosphere for patrons.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Trained new employees on company policies, procedures, and best practices for optimal performance.

Education

Psychology - Psychology

McNeese State University
Lake Charles, LA
12.2023

Skills

  • Branch operations
  • Cash handling proficiency
  • Electronic Funds Transfer
  • Customer Needs Assessment
  • Deposit processing
  • Transaction Processing
  • Payment Processing
  • Document Preparation
  • Banking software navigation
  • Customer Service
  • Teller experience
  • Account openings
  • Cash Handling
  • New Account Setup
  • Team Collaboration
  • Check Cashing and Withdrawals
  • Dual Control Vaults
  • Due diligence
  • Night and Safe Deposit Procedures
  • Opening and closing procedures
  • Consumer Banking

Timeline

Universal Banker

JD Bank
03.2023 - Current

Shift Lead

West Cal Arena and Event Center
08.2017 - 11.2022

Psychology - Psychology

McNeese State University

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Sara Guidry