Tanisha M. Nelson
Camden,SC
Summary
Organized, hardworking and dependable candidate successful at managing multiple priorities with a positive attitude and willingness to take on added responsibilities. I'm a passionate job seeker with strong organizational skills eager to secure an entry-level CPC-A position.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Service Representative
First Citizens Bank
02.2015 - Current
- I provide one on one customer service banking, to help identify financial needs for potential and existing clients
- Contribute to the branch sales plan by working closely with the Financial Sales Manager to ensure the team achieves goals
- Maintain positive relationships with clients
- Review tax returns and Personal Financial Statements
- Offered competitive commercial banking solutions and retail financing options.
- Advised clients on financial matters and recommended investments.
- Built and established relationships with clientele to improve future business opportunities.
Teller Leader/New Hire Teller Coach/Back up Personal Banker
First Citizens Bank
06.2012 - 02.2015
- Responsible for managing the day to day operations and service delivery of the branch by leading a team of knowledgeable and professional tellers that deliver superior customer service, operational integrity, and adhere to bank policy
- Responsible for maintaining proper cash levels in the branch, the processing of deposits, cash orders/shipments and branch audits
- Responsible for performing intermediate duties and support related to branch operational activities
- In absence of the Personal Banker I respond to more complex inquiries in which I proactively look for ways to deepen customer relationships through referrals and maintaining excellent customer relations; administer the provision of retail customer service such as opening new accounts, wire transfers, account maintenance and resolving customer problems.
Head Teller
TD Bank NA
10.2010 - 06.2012
- Received car loan, home loan, and other payments and posted to accounts.
- Wrote and distributed customer correspondence.
- Trained new hires on customer service policies and procedures.
- Mentored newly hired team members on appropriate responses to patron questions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
Head Teller
Carolina First/TD Bank, N.A
04.2006 - 06.2012
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Recognized and prevented fraudulent activities and suspicious transactions.
Education
Certified Professional Coder (CPC-A) -
CPC-A Certification -
American Academy of Professional Coders
03.2022
High School Diploma - undefined
Camden High School
2002
Skills
- Risk Management
- Loan Applications
- Account Documentation
- Cash Handling
- Sales Goals
- Supervising Tellers
- Information Gathering
- Customer Relationship Management
- Solution Optimization
- Microsoft Office
- Account Retention
- Regulatory Compliance
- Real Estate
- Financial Services
- Certificate of Deposit
- Healthcare Common Procedure Coding System (HCPCS)
- Medical Terminology
- CPT Code Modifiers
- ICD-10 (International Classification of Disease Systems)
- Fast Learner
- Highly Dependable
- Excellent Attention to Detail
Affiliations
American Academy of Professional Coders (AAPC)
Certification
- CPC - Certified Professional Coder-Apprentice
Timeline
Financial Service Representative
First Citizens Bank
02.2015 - Current
Teller Leader/New Hire Teller Coach/Back up Personal Banker
First Citizens Bank
06.2012 - 02.2015
Head Teller
TD Bank NA
10.2010 - 06.2012
Head Teller
Carolina First/TD Bank, N.A
04.2006 - 06.2012
Certified Professional Coder (CPC-A) -
CPC-A Certification -
American Academy of Professional Coders
High School Diploma - undefined
Camden High School
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