Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Knowledgeable in explaining tools clients need to build wealth management portfolios. Hardworking and proficient at devising personalized solutions to meet various customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 9 years of financial education experience. Highly-motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Dedicated employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Organized and driven, eager to apply time management and organizational skills in various environments. Seeking entry-level to higher-level opportunities to expand skills while facilitating company growth.
Hi, I’m
Talithia Bonner
Keene,NH
Summary
Overview
9
years of professional experience
1
Certification
Work History
New England Federal Credit Union
Member Relationship Manager
08.2019 - Current
Job overview
- Maintained accurate records of all client interactions within the company's CRM system.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Ensured compliance with banking laws and regulations through periodic review of internal policies.
- Explained benefits of various investment options to help customers fulfill personal investment goals.
- Ordered supplies and materials, verifying sufficient on-hand inventory and securing sensitive and propriety items.
- Balanced currency, coin, and checks in cash drawers at end of shifts.
- Verified customer identification information with the applicable documents according to bank policies.
- Verified amounts and integrity of every check or funds transfer.
- Maintained current knowledge of bank products and services offered at branch location.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Performed daily balancing of cash drawer and reconciled discrepancies as needed.
- Monitored customer accounts for suspicious activity according to established protocols.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Identified transaction errors when debits and credits did not balance.
- Provided support for trainers in order to ensure successful delivery of courses.
- Resolved any issues raised by participants during the training session in a timely manner.
- Encouraged open communication among participants by facilitating conversations around relevant topics related to course material.
- Created multimedia presentations using PowerPoint, video conferencing tools, and other software applications.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Assisted in training new staff members on the policies and procedures related to providing customer service for consumers seeking a loan.
- Prequalified borrowers based on credit criteria and offered debt counseling and financial education to clients and potential clients to help attain loan qualification.
- Analyzed credit reports, income statements, and other documents to assess risk and approve loan applications.
- Identified lending risks and implemented strategies to reduce loan defaults.
- Informed customers of loan application requirements and deadlines.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Analyzed credit history, income statements, and tax returns to assess risk factors.
- Set up debt payment plans based on client credit, income and assets.
- Collaborated with underwriters to ensure timely completion of the loan process.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Researched and resolved customer inquiries related to loan terms, payments, and other issues.
- Helped clients fill out loan applications and find ideal loan options.
- Collaborated with departments across the organization to coordinate smooth transition into the workplace.
- Answered questions from new hires regarding company culture or work environment expectations.
TD Bank
Head Teller
03.2015 - 08.2019
Job overview
- Assisted in training new tellers on operational procedures, policies, and regulations.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Verified cash withdrawals and deposits.
- Balanced daily transactions to ensure accuracy of account information.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Developed strategies to improve efficiency in processing transactions.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Completed monthly audits and managed overdraft reports.
- Updated automated systems with current information regarding customer accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Conducted periodic audits of branch operations to ensure compliance with established policies.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Analyzed customer data to identify potential fraud cases.
- Provided customer service by responding to inquiries and resolving complaints.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Performed currency transaction reports for foreign currency.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Verified amounts and integrity of every check or funds transfer.
- Handled daily team scheduling and properly staffed shifts.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Reduced errors by double checking transactions.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Researched discrepancies between customer balances and bank records for resolution.
- Assisted customers in setting up online banking accounts for secure access to their funds.
- Transmitted orders to supply cash to meet daily needs.
- Received and counted daily inventories of cash, drafts and checks.
- Ensured proper handling of cash drawer limits according to bank policy.
- Kept teller window areas clean, organized, and fully stocked.
- Managed day-to-day operations of the teller line including scheduling staff members.
Education
Newbury CollegeBrookline, MA
Associate of Science from Applied Psychology
05.2014
University Overview
Greater Boston AcademyStoneham, MA
High School Diploma
06-2012
University Overview
Certification
- Notary Public
- CPR/AED Certified
Timeline
Member Relationship Manager
New England Federal Credit Union
08.2019 - Current
Head Teller
TD Bank
03.2015 - 08.2019
Newbury College
Associate of Science from Applied Psychology
Greater Boston Academy
High School Diploma
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