Sharon DanielsBourne

• Opened checking, savings, and certificate accounts using Truist banking systems.
• Explained Truist deposit products, lending options, and digital banking services.
• Assisted Truist branch clients with deposits, withdrawals, and cash handling transactions.
• Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
• Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
• Guided clients through online banking, mobile app, and debit card support.
• Assisted customers with online banking setup and troubleshooting issues.
• Advised customers on how to use mobile banking applications effectively.
• Resolved client inquiries with clear guidance and professional branch service.
• Verified identification and processed documents for account maintenance and compliance.
• Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
• Maintained records of customer interactions and transactions.
• Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
• Supported branch operations through vault balancing, drawer reconciliation, and cash balancing.
• Referred clients to Truist specialists for mortgages, investments, and business banking needs.
• Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
• Supported the implementation of new systems related to banking operations.
• Ordered checks, placed stop payment orders, and conducted additional special services for customers.
• Modified customer accounts, opened new accounts, and closed inactive accounts to ensure accurate account management.
• Assisted customers by answering banking questions and recommending solutions.

• Coordinated daily teller operations at Truist branch
• Balanced cash drawers and verified teller transactions
• Assisted clients with deposits, withdrawals, and account inquiries
• Reviewed transactions for compliance with bank procedures
• Supported tellers with scheduling and workflow coverage
• Trained new tellers on cash handling and service standards
• Resolved teller discrepancies with branch leadership
• Prepared cash shipments and branch settlement reports
• Audited teller cash drawers and maintained records of teller cash balancing.
• Promoted swift resolution of conflicts and issues between team members by listening and communicating well with involved parties.
• Solved complex customer-related problems to promote repeat business
• Assisted with recruiting efforts by screening job applicants for open positions within the branch.
• Conducted regular performance reviews of tellers to identify areas for improvement.
• Monitored teller staff to ensure accuracy in customer service and compliance with bank policies and procedures.
• Reviewed suspicious activity reports from tellers and took appropriate action when needed.
• Trained new tellers on banking operations, customer service practices, and security protocols.
• Maintained accurate records of all financial transactions conducted at the branch.
• Welcomed clients warmly and asked appropriate questions to garner information regarding needs and objectives.
• Provided oversight of operations for teller positions to verify accuracy.
• Investigated discrepancies between actual cash amounts and recorded values in the system.
• Participated in internal audits of branches to verify adherence to internal controls.
• Created monthly reports detailing teller performance metrics such as number of accounts opened or closed.
• Organized weekly meetings to discuss best practices among tellers and share feedback from customers.
• Performed daily operational tasks such as balancing cash drawers and reconciling transactions.
• Verified business transactions and teller practices met regulations and code of conduct.

• Processed cash, deposits, withdrawals, and transfers for Truist branch clients.
• Balanced cash drawer and verified daily teller transactions.
• Greeted clients and resolved routine account questions with professionalism.

• Supervised BB&T teller line and daily branch cash operations
• Trained tellers on BB&T procedures, service standards, and vault controls
• Balanced teller drawers, cash deposits, and branch settlement records

• Processed deposits, withdrawals, and payments for BB&T Bank customers
• Balanced cash drawer and verified daily teller transactions
• Assisted customers with account inquiries and branch service requests

Visited multiple branches to support customer service efforts