Tasha Talbert
Sharonville
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Skilled Teller with background in financial transactions and customer service. Strong understanding of banking regulations and compliance procedures. Proficient in cash handling, cross-selling bank products and maintaining high levels of customer satisfaction. Previously contributed to improvement of branch sales through effective client relationship management.
Overview
24
24
years of professional experience
Work History
Teller, Loan Interviewer, Branch Coordinator
Sharefax Credit Union
Cincinnati
02.2001 - Current
- Explained the features of various banking products available to customers.
- Processed wire transfers for customers both domestically and internationally.
- Assisted customers in opening new accounts and completing required paperwork.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Reported any operational issues or system problems that occurred during shift promptly.
- Followed up on requests from customers in a timely manner.
- Explained account information to customers in detail as needed.
- Provided exceptional customer service while accurately processing routine transactions.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Cross-sold additional bank products when applicable to meet customer needs.
- Maintained confidentiality of all customer records and information according to company policies.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Built and maintained client relationships through quality, personalized interactions.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Trained employees on cash drawer operation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Delivered exceptional service to customers in person or over telephone.
- Resolved problems or discrepancies concerning customers' accounts.
- Transmitted orders to supply cash to meet daily needs.
- Opened new checking, savings and lines of credit for customer accounts.
- Reported daily averages and shortages to operations department.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Worked closely with lenders throughout the entire application process from start to finish.
- Conducted loan interviews to assess clients' financial situations and eligibility for loans.
- Reviewed loan portfolios to ensure compliance with regulations and policies.
- Participated in training sessions to stay up-to-date on industry trends and best practices.
- Performed administrative tasks such as filing paperwork, preparing letters, and responding to emails.
- Scanned and uploaded loan and related documents into system.
- Recorded applications for loan and credit, loan information and disbursements of funds.
- Conducted training sessions for new employees regarding job roles and responsibilities.
- Reviewed employee attendance records regularly to ensure punctuality and discipline among staff.
- Resolved conflicts between staff members or customers as needed.
Education
High School Diploma -
Live Oaks Career Campus
Milford, OH05-2000
Skills
- Cash handling
- Transaction processing
- Regulatory compliance
- Attention to detail
- Problem solving
- Employee training
- Communication skills
- Fraud identification
- Exceptional customer service
- Positive
- Patience and empathy
- Banking product sales
- Drawer balancing
- Sales and Cross-selling
- Cash handling expertise
- Strong work ethic
- Cash drawer balancing
- New teller training
Timeline
Teller, Loan Interviewer, Branch Coordinator
Sharefax Credit Union
02.2001 - Current
High School Diploma -
Live Oaks Career Campus
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