Stephanie Moore
Hartselle,AL
Summary
Seasoned Branch Banker with comprehensive background in financial services, loan processing and account management. Display strong customer service skills coupled with sound judgment in assessing and resolving clients' banking needs. Demonstrate leadership abilities and team collaboration in improving branch efficiency and performance. Proven ability to influence growth through strategic planning and relationship building.
Overview
20
20
years of professional experience
Work History
Branch Banker Sr
PNC Bank
Cullman, AL
04.2024 - Current
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services effectively.
- Resolved customer issues through effective communication and problem-solving skills.
- Maintained compliance with bank policies and regulations diligently.
- Participated in training sessions to improve product knowledge and service skills.
- Attended staff meetings regularly to stay informed about changes in policy or procedure.
- Provided guidance to customers on the use of online banking tools and mobile applications.
- Managed account information including updating addresses, phone numbers and email addresses.
- Adhered to all laws applicable to banking operations while providing exceptional service to clients.
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
- Processed wire transfers, money orders and stop payment requests in accordance with established procedures.
- Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks and making loan payments.
- Served as a backup Teller when needed by counting currency, coins, checks and other forms of payment.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Provided financial advice to clients, helping them make informed decisions about savings, loans, and investment products.
- Educated customers on banking policies, procedures, and digital banking platforms.
- Developed and maintained relationships with potential and existing clients to expand the customer base.
- Collaborated with team members to meet branch targets and objectives.
- Used proper channels to report suspicious activities.
Branch Banker Sr
PNC Bank
Normal, IL
03.2013 - 04.2024
- Assisted customers with account inquiries and transaction processing.
- Provided personalized service to enhance customer banking experiences.
- Educated clients on banking products and services effectively.
- Resolved customer issues through effective communication and problem-solving skills.
- Maintained compliance with bank policies and regulations diligently.
- Participated in training sessions to improve product knowledge and service skills.
- Attended staff meetings regularly to stay informed about changes in policy or procedure.
- Resolved customer inquiries regarding account balances, fees and other banking issues in a timely manner.
- Provided guidance to customers on the use of online banking tools and mobile applications.
- Managed account information including updating addresses, phone numbers and email addresses.
- Adhered to all laws applicable to banking operations while providing exceptional service to clients.
- Verified customer identification documents in compliance with Bank Secrecy Act regulations.
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
- Processed wire transfers, money orders and stop payment requests in accordance with established procedures.
- Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks and making loan payments.
- Participated in outreach activities at schools, churches and other organizations to promote bank products and services.
- Served as a backup Teller when needed by counting currency, coins, checks and other forms of payment.
- Ordered supplies such as currency bags, check stock paper and coin rolls on a regular basis.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Provided financial advice to clients, helping them make informed decisions about savings, loans, and investment products.
- Educated customers on banking policies, procedures, and digital banking platforms.
- Developed and maintained relationships with potential and existing clients to expand the customer base.
- Collaborated with team members to meet branch targets and objectives.
- Processed loan applications, including reviewing financial information and determining eligibility.
- Used proper channels to report suspicious activities.
Switcher
PNC Bank
Normal, IL
09.2012 - 03.2013
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and product information.
- Balanced cash drawer daily to ensure accurate funds.
- Maintained compliance with banking regulations and policies.
- Provided exceptional customer service to enhance client satisfaction.
- Collaborated with team members to improve service delivery.
- Handled customer complaints professionally and resolved issues promptly.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Answered customer inquiries regarding bank products and services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- 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 as needed.
- Delivered exceptional service to customers in person or over telephone.
- 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.
- 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.
- Assisted customers in opening new accounts and completing required paperwork.
- Cross-sold additional bank products when applicable to meet customer needs.
- Processed wire transfers for customers both domestically and internationally.
- Reported any operational issues or system problems that occurred during shift promptly.
- Maintained accurate records of all transactions and customer interactions.
- Identified transaction errors when debits and credits did not balance.
- Transmitted orders to supply cash to meet daily needs.
- Collaborated with team members to enhance customer service experiences.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Processed loan applications according to established guidelines.
- Participated in training sessions regarding new banking products or services.
Teller
PNC Bank
Normal, Illinois
03.2012 - 09.2012
- Processed customer transactions efficiently and accurately.
- Managed cash drawer and balanced daily financial records.
- Assisted customers with account inquiries and service requests.
- Educated clients on banking products and services offered.
- Collaborated with team members to ensure smooth branch operations.
- Resolved customer issues promptly to enhance satisfaction.
- Supported training of new tellers in branch procedures and policies.
- 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.
- Verified customers' identification to ensure compliance with laws and regulations.
- Explained account information to customers in detail as needed.
- Delivered exceptional service to customers in person or over telephone.
- 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.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Trained employees on cash drawer operation.
- Directed specific questions to appropriate branch personnel.
- 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.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Transmitted orders to supply cash to meet daily needs.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Tax Associate
H&r Block
11.2010 - 02.2012
- Prepared tax returns for individuals using specialized software.
- Reviewed financial documents for accuracy and compliance with tax regulations.
- Assisted clients in understanding tax obligations and available deductions.
- Collaborated with colleagues to resolve complex tax issues and inquiries.
- Updated records in database systems to maintain accurate client information.
- Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
- Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
- Attended continuing education courses related to taxation topics.
- Resolved customer complaints related to their tax filings in an efficient manner.
Office Secretary
RJR Trucking
El Paso, IL
09.2005 - 08.2009
- Managed incoming calls and directed inquiries to appropriate departments.
- Maintained organized filing systems for documents and records.
- Assisted in preparing correspondence and reports for management review.
- Supported office operations by ordering supplies and managing inventory levels.
- Performed basic bookkeeping tasks including accounts payable and receivable functions.
Education
Associates - Accounting
University of Phoenix
Tempe, AZ05-2009
Skills
- Digital banking tools
- Compliance adherence
- Risk management
- Conflict resolution
- Financial product sales
- Teller support
- Client onboarding
- Know your customer
- Cash handling and management
- Banking document preparation
- Banking regulations
- Branch operations
- Loan processing
- Attention to detail
- Problem solving
Timeline
Branch Banker Sr
PNC Bank
04.2024 - Current
Branch Banker Sr
PNC Bank
03.2013 - 04.2024
Switcher
PNC Bank
09.2012 - 03.2013
Teller
PNC Bank
03.2012 - 09.2012
Tax Associate
H&r Block
11.2010 - 02.2012
Office Secretary
RJR Trucking
09.2005 - 08.2009
Associates - Accounting
University of Phoenix