Shauta Mcduffie
Philadelphia,PA
Summary
Banking Professional Dedicated Team Member offering 10+ years of financial industry success. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business success.
Overview
6
6
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank
Willow Grove, PA
08.2019 - Current
- Provide exceptional service while identifying customer needs start conversations to build rapport
- Maintains knowledge of products and services to make banking easier
- Manage teller line also when needed, maintain cash box, coaching, mentoring, training onboarding tellers
- Makes introduction to appropriate bank partners to assist with customer needs
- Assist customer with a variety of transactions, account maintenance i.e, Wire payments, Loan
- Applications,
- Consistently complete compliance training, ensure customer complaints, issues are captured effectively daily
- Takes ownership of customers concerns with proactively solving problems
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Achieved consistent recognition as top Customer Seevice performer.
- Collaborates and consult with team, manager to resolve issues and achieve goals
- Effectively stay trained on multiple computer systems to research and find information
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Lead Associate
PFFCU
Philadelphia, PA
10.2018 - 08.2019
- Processed a variety of monetary transactions
- Lead Teller line with daily operations, coaching, observing, while staying compliant with bank policy and procedures
- Helped members figure out plan of action for financial success
- Processed members Loan Applications that Provide financial wellness
- Issued new debit cards at customer request
- Suggested Products that Best fits Members financial needs after a Deeper Financial Priority conversation to guide them towards the appropriate banker
- Built strong relationships with customers through positive attitude and attentive response.
Teller Manager
Citizens Bank
Philadelphia, PA
05.2015 - 02.2017
- Responsible for front end Customer Service
- Maintain cash box to assist customers with daily transactions
- Provided customers with bank products and Services for Convenient Banking needs
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Performed teller, some banker functions during high-volume business periods to offer expeditious service to customers.
- Assist with training of new tellers, coaching, mentoring
- Manage the daily operations of branch i.e., scheduling, opening and closing procedures, cash shipment, monthly audits
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
Teller
Wells Fargo Bank
Philadelphia, PA
05.2013 - 02.2014
- Maintained a cash box daily
- Assisted with daily functions of Teller Line when needed
- Processed Monetary transactions daily
- Greeted customers warmly Building Rapport
- Discussed financial Products to refer clients over to Bankers
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
High - General Studies
Benjamin Franklin High School
Skills
- Loan Origination
- Risk management
- Analysis skills
- Filing
- Management
- Financial Services
- Microsoft Outlook
- Conflict management
- Research
- Employee relations
- Documentation review
- Cash handling
- Communication skills
- Customer Service
- Sales
- Customer service
- Business Development
- Coaching
- Team Leadership
- Risk acumen
- Business partnering
- Problem solving
- Retail banking
- Talent sourcing & assessment
- Verbal and Written Communication
- Cross-Selling and Upselling
- Issue Resolution
- Teller Auditing
- Banking Policies and Procedures
- Financial Product Knowledge
- Attention to Detail
- Interpersonal Skills
- Personal Coaching
- Credit Card Applications
- Loans
Timeline
Associate Personal Banker
Wells Fargo Bank
08.2019 - Current
Lead Associate
PFFCU
10.2018 - 08.2019
Teller Manager
Citizens Bank
05.2015 - 02.2017
Teller
Wells Fargo Bank
05.2013 - 02.2014
High - General Studies
Benjamin Franklin High School
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