Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tasha R Murphy

Waldorf,MD

Summary

Financial services professional with 10+ years of banking experience and a background in passport processing and identity verification. Strong in customer relationship management, compliance, and needs-based solutions. Seeking to transition into insurance sales to apply financial expertise and client-focused sales skills in a growth-driven environment.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Retail Banker II

TD Bank
03.2024 - Current

• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insight

  • Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately
  • • May perform a variety of teller transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
  • Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
  • Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
  • Recognizes transaction needs of clients and educates clients on self-service channels including digital options

Universal Banker

Sandy Spring Bank
08.2023 - 03.2024
  • Assists with the daily oversight and coordination of branch operations.
  • Takes ownership of delegated tasks and responsibilities with a focus on maintaining acceptable audit scores and optimal branch performance metrics
  • Provides a consistently remarkable client experience, representing the company in a courteous and professional manner at all times.
  • Promptly handles client requests and resolves client concerns, seeking assistance as needed.
  • Opens deposit products, processes loan applications, cross-sells additional services, and generates referrals to other business lines.
  • Takes a leading role in achieving production goals, utilizing sales techniques such as profiling, active listening, and tele-consulting to generate business.
  • Processes transactions (check cashing, withdrawals, deposits, etc.), account maintenance, and other service requests in an accurate and efficient manner, while also taking advantage of these client interactions to identify new business opportunities
  • Maintains teller differences and cash levels within established

Visa and Passport Consultant

CIBT
07.2022 - 08.2023
  • Processing visa and passport maximizing efficiencies and productivity
  • Collect necessary documents from traveler and submit them to relevant Consulate
  • Provide high level of service to customers; providing detailed information on available services that align with requirements, and assisting customer in making informed decisions
  • Analyze customer requests and make recommendations based on specific travel needs, ensuring realistic expectations that promote dedicated customer base
  • Maintain customer records in proprietary database, utilizing systems functionality to ensure accurate submission of data that maximizes productivity
  • Processes all outgoing mail for the Office including the delivery of UPS and FedEx packages to designated external drop areas.
  • Ability to multi-task
  • Providing customer service to internal and external customers
  • Conducting research to responding to status inquiries using updated internal database and systems, while making sure that we follow policies and procedures

Lead Teller

PNC Bank
04.2019 - 02.2022
  • Identified potential needs through observation and consultation.
  • Developed and implemented formulation of operational procedures
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Motivated/ developed branch staff, resulting in resolution of issues and improvements in team cohesiveness and overall performances
  • Established training programs, set goals and conduct performance reviews
  • Managed company correspondence including fielding phone calls and responding to emails
  • Provided customer service and support, responded to customer inquiries and questions, resolved customer problems
  • Processed transactions, issuing documents, researching documents
  • Managed vault and confidential documents for weekly and monthly audits
  • Monitored internal controls, policies, and procedures
  • Ordered and prepared branch shipment of currency/ coin

Universal Banker

PNC BANK
04.2017 - 03.2018
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Teller

PNC Bank
12.2015 - 04.2017
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Maintains customer confidence and protects bank operations by keeping information confidential
  • Balanced and settled (ATMS)
  • Ordered and prepared branch shipment of currency/coin
  • Vault custodian for branch

Education

Bachelor of Science - Criminal Justice

Sanford-Brown College
McLean, VA

Skills

  • Excellent customer service and interpersonal skills
  • Ability to use problem-solving and troubleshooting techniques
  • Proficiency in using customer relationship management (CRM) systems
  • Highly developed organization and time management skills

Certification

Medical Assistant

  • CMA - Certified Medical Assistant

Timeline

Retail Banker II

TD Bank
03.2024 - Current

Universal Banker

Sandy Spring Bank
08.2023 - 03.2024

Visa and Passport Consultant

CIBT
07.2022 - 08.2023

Lead Teller

PNC Bank
04.2019 - 02.2022

Universal Banker

PNC BANK
04.2017 - 03.2018

Teller

PNC Bank
12.2015 - 04.2017

Bachelor of Science - Criminal Justice

Sanford-Brown College
Tasha R Murphy