Dynamic professional with extensive experience in customer service and cash handling at Teachers Federal Credit Union. Proven track record of exceeding sales goals and delivering exceptional service. Skilled in conflict resolution and problem-solving, I effectively manage customer relationships while ensuring compliance and accuracy in financial transactions. Trustworthy and dedicated to achieving outstanding results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Bank Teller
Teachers Federal Credit Union
Commack, NY
06.2024 - Current
Explained bank services, financial products and applicable fees to customers.
Exceeded teller referral goals- 191% of goal for Quarter 1 2025 (86/45)
Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
Received mortgage and other loan payments, verifying payment dates and amounts due.
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Performed special services for customers, ordering bank cards and checks.
Adhered to financial services security and audit procedures.
Delivered exceptional service to customers in person on the teller line
Counter Person
Fattuscos
Northport, NY
07.2019 - Current
Greeted customers and provided excellent customer service.
Provided accurate change for customer transactions.
Served food and beverages at take-out counters to provide fast service to waiting guests.
Warmly greeted visitors to promote great customer service and positive ordering experience.
Processed payments for orders using a cash register.
Funding Specialist
Shore Funding Solutions
Melville, NY
01.2024 - 05.2024
Recorded applications for loan and credit, loan information and disbursements of funds.
Negotiated terms and conditions of loan agreements with lenders.
Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
Reviewed and analyzed loan requests to ensure accuracy of data and compliance with company policies.
Prepared and typed loan applications, closing documents or legal documents using computers.
Managed customer relationships by providing regular updates on progress towards obtaining desired funding outcomes.
Collaborated with internal teams such as legal, compliance, operations, and risk management to ensure successful completion of projects.
Education
High School Diploma -
Kings Park High School
Kings Park, NY
06-2020
Skills
Customer service
Cash handling
Sales techniques
Conflict resolution
Communication skills
Customer relationship management
Trustworthiness and integrity
Problem-solving
Certification
Professional Enrichment Series- Teachers Federal Credit Union