Dynamic Lead Teller Operations Specialist with a strong background in effective communication and team training. Skilled at resolving customer issues and promoting a positive banking experience through exceptional service and compliance adherence.
Overview
19
19
years of professional experience
3
3
Certifications
Work History
Lead Teller Operations Specialist
PNC Bank
Bradford
03.2025 - Current
Managed cash transactions and ensured accurate cash handling procedures.
Trained team members on operational processes and customer service standards.
Assisted customers with account inquiries and resolved issues efficiently.
Monitored daily transactions to ensure adherence to bank policies and mitigate risks.
Collaborated with colleagues to enhance branch workflow and efficiency.
Provided support in the implementation of new banking systems and tools.
Maintained knowledge of bank products to better assist customers' needs.
Promoted a positive customer experience through effective communication skills.
Monitored customer account activity for suspicious or fraudulent activities, reporting any discrepancies to the Compliance Department.
Provided guidance and assistance to customers regarding online banking services, including setting up accounts, resetting passwords.
Collaborated closely with other departments within the organization in order to coordinate activities across multiple areas.
Researched customer inquiries regarding transaction errors, issuing refunds when necessary.
Provided support to branch personnel in regards to operational issues, inquiries, and customer service requests.
Maintained a thorough understanding of applicable laws and regulations pertaining to banking operations.
Analyzed customer feedback data and implemented strategies to enhance customer satisfaction scores.
Conducted periodic audits of teller transactions to ensure accuracy and adherence to established policies and procedures.
Served as point-of-contact between third-party vendors and internal staff members for ordering products and services.
Created reports detailing monthly performance metrics for each branch location.
Developed training materials and conducted onboarding sessions for new tellers on proper cash handling procedures.
Performed daily reconciliation of teller cash drawers, ensuring accuracy and compliance with bank policies.
Participated in weekly meetings with upper management to review progress on operational initiatives.
Assisted with the implementation of new procedures and processes related to banking operations.
Managed various projects related to branch operations, such as revising security protocols and updating ATM software.
Tracked changes made during system upgrades and updates, creating detailed documentation.
Interfaced regularly with vendors in order to maintain inventory levels of supplies needed by the branches.
Responded promptly to customer complaints received via phone or email, resolving issues in a timely manner.
Reviewed incoming documents for completeness prior to processing them through the system.
Maintained confidentiality of bank records and client information.
Built and maintained client relationships through quality, personalized interactions.
Delivered exceptional service to customers in person or over telephone.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Counted drawers and reconciled remaining cash to account for deposits and dispersals.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Adhered to financial services security and audit procedures.
Trained employees on cash drawer operation.
Identified and reported suspicious behavior to security personnel as appropriate.
Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
Directed specific questions to appropriate branch personnel.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Balanced daily cash deposits and reconciled vault inventory, achieving zero error rate.
Identified transaction errors when debits and credits did not balance.
Resolved problems or discrepancies concerning customers' accounts.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Full time teller
PNC Bank
Warren
02.2023 - 03.2025
Processed customer transactions accurately and efficiently at PNC Bank.
Assisted customers with account inquiries and provided product information.
Maintained cash drawer and balanced daily transactions effectively.
Promoted bank services to enhance customer satisfaction and loyalty.
Collaborated with team members to improve branch operations and workflow.
Resolved customer issues promptly, ensuring a positive banking experience.
Adhered to compliance regulations and security procedures consistently.
Supported training of new tellers on operational procedures and systems.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Handled large volumes of currency quickly and accurately with minimal errors.
Answered customer inquiries regarding bank products and services.
Maintained confidentiality of all customer records and information according to company policies.
Built and maintained client relationships through quality, personalized interactions.
Verified customers' identification to ensure compliance with laws and regulations.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Explained account information to customers in detail.
Delivered exceptional service to customers in person or over telephone.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Followed up on requests from customers in a timely manner.
Identified fraudulent activity or suspicious behavior; immediately reported it to management.
Explained the features of various banking products available to customers.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Continuously updated knowledge about banking products, services, policies and regulations.
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Trained employees on cash drawer operation.
Assisted customers in opening new accounts and completing required paperwork.
Directed specific questions to appropriate branch personnel.
Cross-sold additional bank products when applicable to meet customer needs.
Processed wire transfers for customers both domestically and internationally.
Researched discrepancies between actual cash amounts and records of transactions for accuracy.
Reported any operational issues or system problems that occurred during shift promptly.
Maintained accurate records of all transactions for compliance purposes.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Identified transaction errors when debits and credits did not balance.
Resolved problems or discrepancies concerning customers' accounts.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Prepared official checks for customer and internal bank needs.
Verified amounts and integrity of every check or funds transfer.
Received mortgage and other loan payments, verifying payment dates and amounts due.
Transmitted orders to supply cash to meet daily needs.
Leveraged customer service and sales abilities to consistently meet performance goals.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
Acted as a pivotal point of contact between bank branches regarding guidelines and practices.
Liaised between bank branches regarding best practices and operations.
Store Manager
Kay Jewelers
Lakewood
06.2017 - 10.2021
Managed daily store operations and maintained high standards of customer service.
Trained and supervised staff to enhance product knowledge and sales techniques.
Developed visual merchandising strategies to improve product presentation and appeal.
Oversaw inventory management and ensured accurate stock levels for optimal sales.
Implemented promotional campaigns to increase foot traffic and enhance brand visibility.
Conducted regular staff meetings to communicate goals, policies, and performance expectations.
Resolved customer inquiries and complaints to maintain positive shopping experiences.
Collaborated with regional management on strategic planning and operational improvements.
Recruited, trained and supervised new employees.
Conducted daily store operations, including opening and closing procedures and cash handling.
Managed inventory tracking and physical inventory counts to minimize loss.
Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Resolved customer complaints in a timely manner.
Created weekly work schedules for store personnel.
Oversaw inventory management through cycle counts, audits and shrinkage control.
Managed daily banking activities such as deposits and withdrawals.
Managed daily operations and staff scheduling for jewelry store.
Trained and mentored team members on product knowledge and customer service.
Oversaw inventory management and ensured accurate stock levels in store.
Developed marketing strategies to promote sales events and special collections.
Implemented visual merchandising standards to enhance store presentation.
Handled customer inquiries, complaints, and returns with professionalism.
Maintained relationships with suppliers to secure quality materials and products.
Analyzed sales trends to optimize product offerings and pricing strategies.
Promoted customer service by requiring associates to promptly greet and assist customers.
Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
Organized promotional events, driving foot traffic and enhancing overall store visibility.
Analyzed financial data regularly to monitor performance metrics such as profit margins or ROI.
Established procedures for ordering, receiving, and stocking new inventory items.
Conducted regular audits of jewelry store inventory levels, identifying discrepancies and shortages for accurate stock management.
Implemented security measures such as CCTV surveillance cameras or alarm systems to protect against theft.
Developed and implemented inventory management system to ensure accurate tracking of jewelry store merchandise.
Managed daily operations of the jewelry store including staff scheduling, opening and closing duties, and customer service.
Negotiated contracts with vendors for purchasing materials required for jewelry repair services.
Ensured compliance with all applicable laws and regulations regarding sales transactions and employee safety.
Collaborated with other departments within the organization on projects related to marketing campaigns or product launches.
Supervised team members in the execution of tasks related to sales, merchandising, marketing.
Maintained detailed records of sales transactions and store finances on a daily basis.
Processed payments using POS systems accurately and securely.
Resolved customer complaints efficiently in order to maintain high levels of satisfaction.
Reviewed purchase orders prior to submission in order to ensure accuracy of information provided by vendors.
Advised customers on product selection based on individual needs or preferences.
Assisted in designing window displays that effectively showcase products while increasing visibility of the store.
Recruited, hired, trained, and evaluated employees according to company standards.
Developed customer loyalty program, enhancing customer retention and increasing repeat business.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Delegated work to staff, setting priorities and goals.
Addressed customer inquiries and complaints that needed management intervention.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Recruited and trained new employees to meet job requirements.
Reviewed completed work to verify consistency, quality, and conformance.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Interviewed prospective employees and provided input to HR on hiring decisions.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Produced thorough, accurate and timely reports of project activities.
Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
Evaluated individual and team business performance and identified opportunities for improvement.
Mediated conflicts between employees and facilitated effective resolutions to disputes.
Organized team activities to build camaraderie and foster pleasant workplace culture.
Analyzed business performance data and forecasted business results for upper management.
Proposed or approved modifications to project plans.
Created and managed budgets for travel, training, and team-building activities.
Implemented quality control measures to uphold company standards.
Store Manager
Kay Jewelers
Warren
03.2013 - 06.2017
Managed daily store operations and maintained high standards of customer service.
Trained and supervised staff to enhance product knowledge and sales techniques.
Developed visual merchandising strategies that enhanced product presentation, driving customer engagement.
Oversaw inventory management and ensured accurate stock levels for optimal sales.
Implemented promotional campaigns to increase foot traffic and enhance brand visibility.
Conducted regular staff meetings to communicate goals, policies, and performance expectations.
Resolved customer inquiries and complaints to maintain positive shopping experiences.
Collaborated with regional management on strategic planning and operational improvements.
Recruited, trained and supervised new employees.
Conducted daily store operations, including opening and closing procedures and cash handling.
Managed inventory tracking and physical inventory counts to minimize loss.
Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Resolved customer complaints in a timely manner.
Created weekly work schedules for store personnel.
Oversaw inventory management through cycle counts, audits and shrinkage control.
Managed daily banking activities such as deposits and withdrawals.
Updated and maintained store signage and displays.
Prepared monthly reports on sales figures, expenses, profits.
Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
Ensured compliance with safety regulations and company policies.
Monitored inventory levels and placed orders to restock shelves.
Established customer service standards and monitored staff compliance.
Maintained accurate records of employee performance reviews.
Strengthened work flow productivity by hiring, managing and developing top talent.
Evaluated store performance and incorporated feedback to implement improvement plans.
Established store tactics and strategies to achieve operational performance and sales goals.
Performed regular price checks to ensure competitive pricing.
Developed strategies to maximize sales and profitability.
Oversaw storewide merchandising benchmarks to maintain operational excellence.
Showcased and built visually appealing displays and signs to encourage customers to buy specific products.
Reviewed customer feedback to make operational improvements and promote satisfaction.
Identified operational issues and implemented appropriate process improvements to promote workplace safety and productivity.
Preserved product quality by maintaining stockrooms and disposing of damaged items.
Updated POS system with new products and promotional offers.
Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
Organized promotional events that raised product awareness and attracted new customers.
Planned special promotions or discounts based on market trends.
Built relationships with key customers and stakeholders to grow business networks and locate new opportunities.
Implemented efficient systems for tracking stock movement.
Assessed operational efficiency of the store's departments.
Identified opportunities for cost savings through waste reduction initiatives.
Developed relationships with suppliers to negotiate better prices.
Analyzed sales data to identify trends and adjust strategies accordingly.
Prepared staff work schedules and assigned team members to specific duties.
Delegated work to staff, setting priorities and goals.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
Appraised inventory levels on a frequent basis, ordering new merchandise to keep quantities well-stocked.
Implemented business strategies that targeted new markets, contributing to revenue growth.
Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
Monitored progress by establishing plans, budgets and measuring results.
Mitigated business risks by working closely with staff members and assessing performance.
Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
Implemented campaigns and promotions to help with developing goods and services.
Forecasted customer demand to set prices or credit terms for goods or services.
Directed or coordinated financial or budget activities to fund operations and maximize investments.
Structured HR consulting services to support clients during organizational developments and changes.
Store manager
Jos a bank
Columbus
06.2007 - 06.2012
Managed daily store operations and ensured smooth workflow among staff.
Trained and supervised team members to enhance product knowledge and customer service.
Implemented visual merchandising strategies to improve store presentation and appeal.
Monitored inventory levels and coordinated restocking efforts with suppliers.
Developed staff schedules to ensure optimal coverage during peak shopping hours, enhancing customer service.
Conducted regular staff meetings to discuss sales goals and team performance.
Addressed customer inquiries and resolved issues to maintain satisfaction levels.
Analyzed sales trends to guide product selection and promotional activities, aligning offerings with customer demand.
Assisted customers with product selection based on their individual needs.
Developed and implemented store policies and procedures to ensure efficient operations.
Organized weekly sales reports to track inventory levels and maximize profitability.
Participated in meetings with other managers to discuss strategies for increasing sales.
Performed daily opening and closing duties such as counting cash drawer contents, reconciling discrepancies, restocking shelves.
Reviewed online reviews from customers to identify trends in customer satisfaction.
Maintained customer service standards by monitoring employee performance and resolving customer complaints.
Coordinated promotional activities such as contests, giveaways, discounts.
Ensured safety regulations were followed throughout the store at all times.
Established relationships with local businesses to promote cross-marketing opportunities.
Analyzed sales figures and prepared reports for upper management on a monthly basis.
Resolved conflicts between employees or customers in a timely manner.
Conducted regular audits of all departments to ensure compliance with company policies.
Identified areas of improvement within the store environment and recommended solutions.
Monitored stock levels and placed orders with vendors when necessary.
Recruited, trained, and managed staff; scheduled shifts and tracked employee attendance.
Provided feedback to corporate office regarding new products or services offered in-store.
Evaluated vendor invoices for accuracy before processing payments.
Created visual displays that engaged customers and showcased merchandise effectively.
Assigned work and monitored performance of project personnel.
Delegated work to staff, setting priorities and goals.
Reviewed completed work to verify consistency, quality, and conformance.
Produced thorough, accurate and timely reports of project activities.
Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
Proposed or approved modifications to project plans.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Interviewed prospective employees and provided input to HR on hiring decisions.
Evaluated individual and team business performance and identified opportunities for improvement.
Mediated conflicts between employees and facilitated effective resolutions to disputes.
Created and managed budgets for travel, training, and team-building activities.
Education
High School Diploma -
Warren County Christian School
Youngsville, PA
06-1997
Skills
Cash handling
Compliance monitoring
Customer education
Transaction processing
Risk management
Banking operations
Performance measurement
Inventory management
Sales promotion
Problem solving
Effective communication
Team training
Conflict resolution
Data analysis
Sales proficiency
Task delegation
Banking regulations
Cash handling expertise
Cross-selling products
Operational efficiency
Banking
Listening and comprehension
MS office proficient
Rapid data entry skills
Financial software
Asset protection
Goal-oriented focus
Savvy relationship-builder
Currency and coin counter
Math aptitude
Banking compliance
Relationship management
Cash drawer balancing
Accounting systems
International finance
New teller training
Approachable
Professional courtesy
Inventory management background
Banking product sales
Cash management
Customer relationship building
Account management
Confidentiality and discretion
Safe and vault operation
Account coding specialist
Numeric aptitude
Financial analysis
Fraud detection
Commercial servicing
Friendly
Patience and empathy
Record keeping
Sales proficiency
Rapid 10-key data entry
Banking ethics
Consumer banking specialist
Excellent communication skills
Fraud identification
Stress tolerance
Strong work ethic
Banking law compliance
Excellent time management skills
Investment sales
Transaction processing accuracy
Financial services
Referral management
Conflict resolution
Hospitality and accommodation
Account updating
Sales expertise
Financial advising
Exceptional customer service
Cheerful
Business development
Drawer balancing
Cash counting
Certification
DCA Certified
Accomplishments
Teller training award
Affiliations
Reading to students through Pnc grow up great program