Summary
Overview
Work History
Education
Skills
Timeline
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Sherlitha Hills

Banking Operations Specialist
Hammond,LA

Summary

With a proven track record at Chase Bank, I excel in developing customer relationships and operations management, enhancing small business growth and client satisfaction. Leveraging skills in social media marketing and follow-up, I've significantly boosted brand awareness and operational efficiency, demonstrating a unique blend of interpersonal and strategic capabilities.

Worked in dynamic small business environment, developing skills in financial analysis, client relationship management, and strategic planning. Seeking to transition into new field where these skills can be leveraged to drive success and innovation. Focused on creating value and contributing to growth of organization.

Overview

19
19
years of professional experience

Work History

Bank Operations Specialist

Resource Bank
09.2023 - Current
  • Streamlined processes by fostering interdepartmental communication.
  • Optimized banking workflows through process enhancements.
  • Boosted productivity by refining processes based on workflow analysis.
  • Maintained operational security through compliance with cash management procedures.
  • Oversaw intricate projects with strict timelines, securing timely delivery.
  • Aided in crafting new product and service designs tailored to emerging client requirements, boosting revenue.
  • Upheld bank's conformity with regulatory requirements.
  • Delivered timely solutions to ensure seamless handling of client issues.
  • Collaborated with cross-functional teams to optimize overall bank performance and achieve operational excellence.
  • Cultivated strong relationships with clients by providing personalized support during critical financial situations, fostering trust-based interactions.
  • Maintained friendly and professional customer interactions.
  • Facilitated customer assistance for various banking requirements.
  • Instructed clients in the functionalities of digital banking tools.

Manager on Duty

Chase Bank
01.2014 - 03.2018
  • Enhanced customer experience by efficiently resolving issues.
  • Swiftly rectified operational concerns by identifying and resolving underlying causes.
  • Encouraged effective communication to address workplace disagreements.
  • Facilitated seamless cross-departmental collaboration to boost operational performance.
  • Educated team members on key responsibilities.
  • Handled client issues by delivering professional and amicable assistance.
  • Resolved employee concerns to enhance workplace productivity.
  • Promoted client retention through consistent resolution of issues and quality service.
  • Enhanced customer satisfaction through consistent monitoring of service quality and staff performance.
  • Facilitated collaboration among managers to advance strategic goals.
  • Provided continuous support for skill enhancement and performance strategies.
  • Streamlined workflows by introducing optimized task allocation processes.
  • Enhanced retention rates by cultivating a supportive workplace.
  • Conducted regular audits to uphold company policies, safety standards, and regulatory compliance.
  • Enhanced sales performance by uncovering new growth areas and applying strategic marketing initiatives.
  • Implemented measures to strengthen client engagement, uphold quality metrics, and increase operational productivity.
  • Addressed operational challenges proactively to maintain continuity.
  • Defined team roles fostering improved team interaction.
  • Conducted unbiased evaluations during yearly employee performance reviews.
  • Directed interdisciplinary teams to optimize operational workflows.
  • Prioritized tasks to maximize efficiency.
  • Executed plans to achieve higher revenue and maximize earnings.
  • Leveraged problem-solving expertise to optimize workflow processes.
  • Implemented strategies to enhance business success through diligent monitoring of shifts.
  • Handled complaints from upset clients with a professional demeanor.
  • Prioritized tasks for the team, sustained timelines and tracked performance metrics.
  • Monitored employee outcomes and provided actionable recommendations.
  • Conducted training sessions on equipment maintenance and ensured engagement in skill-building exercises.
  • Enhanced customer loyalty through exceptional service delivery and strategic resolution of challenges.
  • Administered planning and execution of duties to achieve superior operations.
  • Managed department resources and assets for compliance with industry standards.
  • Implemented revenue-enhancing strategies ensuring departmental alignment with sales goals.
  • Defined employee objectives and gave guidance on attaining these benchmarks.
  • Enhanced staff coverage during peak times through effective scheduling.

Small Business Specialist

Chase Bank
01.2014 - 03.2018
  • Developed techniques in managing customer relations to boost retention rates.
  • Organized professional development sessions for equipping small business owners with key competencies.
  • Developed outreach efforts that strengthened local involvement and increased brand awareness.
  • Identified target demographics for precise strategy development.
  • Carried out fiscal evaluations for more effective budget management.
  • Worked with various departments to meet distinct client requirements.
  • Boosted revenue generation for small enterprises through strategic marketing initiatives.
  • Reduced expenses by optimizing operational procedures.
  • Offered insight into effective marketing strategies and sales techniques to entrepreneurs.
  • Demonstrated flexibility in managing distinct industry-specific needs for small businesses.
  • Conducted financial forecasting to ensure business sustainability.
  • Investigated industry patterns to reveal possible challenges and growth prospects for clients' enterprises.
  • Generated new business leads through strategies including networking, community activities, and client referrals.
  • Innovated technological strategies to enhance operational processes and elevate productivity.
  • Enhanced client satisfaction through tailored solutions for small businesses.
  • Guided clients on regulatory compliance issues.
  • Delivered actionable insights derived from complex data evaluations.
  • Teamed with stakeholders to determine business requirements and data origins.

Personal Banker

Chase Bank
01.2012 - 01.2014
  • Established long-lasting connections with clients by employing superior interpersonal skills.
  • Helped customers establish or close accounts.
  • Maintained strict regulatory and policy compliance when handling customer financial operations.
  • Developed opportunities by aligning personalized products with client objectives.
  • Provided superior service to optimize client interactions and outcomes.
  • Facilitated deposits, withdrawals, and wire transfers to ensure seamless banking operations.
  • Enhanced revenue through effective up-selling methods for banking services.
  • Facilitated customer access to diverse banking services and products.
  • Strengthened retention rates by addressing account concerns swiftly and maintaining consistent contact.
  • Processed requests to update customer personal information in the database.
  • Promoted a supportive workplace culture, enhancing overall output.
  • Partnered with management team in crafting sales techniques boosting customer service.
  • Leveraged networking skills to attract new clients and enhance existing client investments.
  • Addressed customer inquiries regarding various services.
  • Cooperated with team members to enhance overall performance and fulfill sales goals each month.
  • Managed banking operations to ensure accuracy in processing.
  • Collaborated with managers on executing operations enhancements, leading to increased network efficiency.
  • Executed precise daily reconciliation of cash drawers and vault funds.
  • Expanded client base by promoting new financial products.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Optimized account management practices, leading to improved client retention rates.
  • Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
  • Achieved recognition for outstanding customer service, setting benchmark for colleagues.
  • Streamlined loan application processes, reducing wait times and improving client experience.
  • Enhanced client investment portfolios with personalized financial advice and product recommendations.
  • Maintained high accuracy in transaction processing, ensuring client trust and financial security.
  • Identified opportunities for business growth by analyzing client feedback and market trends.
  • Enhanced digital banking adoption among clients with targeted education initiatives.
  • Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
  • Pioneered adoption of new CRM system, enhancing client data management and service personalization.
  • Verified customer identity and reviewed documentation for accuracy.
  • Greeted customers and delivered information about new account processes.
  • Presented new and additional products and services to existing customers.
  • Collected customer information and completed new account forms.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Maintained customer records and updated account information.
  • Explained account terms and conditions to customers.
  • Resolved customer issues promptly to prevent escalation.
  • Activated new accounts and issued customer identification numbers.
  • Monitored accuracy of customer information in system.
  • Verified and aligned financial data to uphold seamless account reconciliation processes.
  • Ensured sensitive payment and contact data was securely recorded in compliance with company policies.
  • Oversaw handling of charges related to account creations.
  • Ensured thorough communication of account-related service details.

Teller

Chase Bank
01.2010 - 01.2012
  • Conducted daily balancing of cash drawer, addressing any discrepancies.
  • Executed secure and accurate cash drawer operations during financial transactions.
  • Balanced cash drawers each day to ensure accuracy.
  • Expedited customer transactions to decrease delays in service.
  • Created a welcoming environment by greeting customers warmly upon arrival.
  • Enhanced customer satisfaction through streamlined transaction processing.
  • Implemented effective practices for handling cash efficiently.
  • Built strong relationships with customers by delivering exceptional service.
  • Displayed strong work ethic to enhance team morale and productivity.
  • Handled inbound calls about account types, financial products, and credit options.
  • Conducted thorough financial audits utilizing machines as well as hands-on approaches.
  • Boosted cross-selling by analyzing customer needs and aligning banking solutions.
  • Maintained high efficiency and service standards through adept multitasking.
  • Adhered to policies and procedures for optimized teller functionality.
  • Developed expertise in banking products for improved customer assistance and regulatory adherence.
  • Delivered front-line assistance to address account needs and complete transactions.
  • Promoted shared responsibilities to drive success in reaching branch objectives.
  • Verified alignment with bank security guidelines by identifying suspicious behavior.
  • Upheld compliance in maintaining detailed transaction records within regulatory standards.
  • Conducted instructional sessions for new hires on operational workflows and client interaction standards.
  • Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
  • Streamlined transaction process, allowing for quicker service and reduced wait times for customers.
  • Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
  • Reduced queue times during peak hours with effective cash handling and prompt service.
  • Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
  • Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
  • Elevated client satisfaction via focused service approach and accurate processing.
  • Implemented second review procedure to lower mistakes in handling major transactions.
  • Upheld accuracy in transactions, affirming all related finances were correct.
  • Executed wire transfers, stop payments and account transfers.
  • Handled counting, validating, and depositing funds from armored vehicles.
  • Facilitated customer referrals to designated teams handling specific financial needs.
  • Expanded bank product sales through cross-selling.
  • Executed various transactions in the retail banking sector for both individual and business accounts.
  • Organized received funds into respective denominations for storage.
  • Ensured accuracy in processing payments by checking due amounts and payment timings.
  • Assessed and applied fees, interest accruals, and transaction modifications accurately.
  • Delivered tailored correspondence to targeted audiences.

Teller

Regions Bank
06.2006 - 10.2009
  • Monitored cash flow by reconciling drawer balances consistently.
  • Ensured secure handling of cash drawers through precise disbursement of funds.
  • Handled daily cash drawer balancing, addressing differences appropriately.
  • Streamlined transaction handling to ensure prompt service delivery.
  • Cultivated positive relationships through personalized and attentive customer interactions.
  • Resolved customer issues swiftly and professionally.
  • Assisted customers by clarifying questions related to balances, transactions, service fees, and interest calculations.
  • Executed high-volume financial transactions, ensuring meticulous attention to detail.
  • Demonstrated strong work ethic to foster positive team dynamics.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Conducted meticulous currency counting with both manual and automated methods.
  • Identified client requirements to recommend tailored financial products.
  • Executed effective multitasking strategies to uphold service standards during peak hours.
  • Ensured compliance by following established policies and procedures.
  • Stayed informed on bank services and regulations, facilitating improved customer guidance.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Provided training to new tellers on bank procedures, systems, and customer service best practices.
  • Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
  • Improved operational efficiency by organizing teller area for optimal workflow and accessibility.
  • Boosted cross-selling of bank products by identifying customer needs during transactions.
  • Assisted customers in understanding banking products, leading to increased uptake of services.
  • Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
  • Reduced errors in transaction processing by implementing double-check system for large withdrawals and deposits.
  • Enhanced customer experience by efficiently processing transactions and addressing inquiries.
  • Streamlined transaction process, allowing for quicker service and reduced wait times for customers.
  • Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
  • Supported branch goals by participating in initiatives aimed at improving overall bank performance and customer satisfaction.
  • Enhanced team knowledge by sharing best practices in cash handling and customer service.
  • Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
  • Maintained high accuracy in financial transactions, ensuring all cash and documentation were correct.
  • Handled various accounting transactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Monitored and verified suspicious activity on customer accounts.
  • Cross-sold credit cards, loans and other bank products.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Calculated fees due, interest and change for customer transactions.

Education

Bachelor Of Arts - Business Management

Southeastern Louisiana University
Hammond, LA
05.2020

Skills

  • Developing customer relationships
  • Operations management
  • Follow-up skills
  • Social media marketing

Timeline

Bank Operations Specialist

Resource Bank
09.2023 - Current

Manager on Duty

Chase Bank
01.2014 - 03.2018

Small Business Specialist

Chase Bank
01.2014 - 03.2018

Personal Banker

Chase Bank
01.2012 - 01.2014

Teller

Chase Bank
01.2010 - 01.2012

Teller

Regions Bank
06.2006 - 10.2009

Bachelor Of Arts - Business Management

Southeastern Louisiana University

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Sherlitha HillsBanking Operations Specialist