Taylor Bowens
Charles City,VA
Summary
Detail-oriented professional with 5+ years of work experience and a proven knowledge of banking, customer service and account management. Aiming to leverage my abilities to successfully fill the role at your company. Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
13
13
years of professional experience
Work History
Universal Banker
TRUIST
Richmond, VA
12.2022 - Current
- 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.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
FINANCIAL SERVICE SPECIALIST
TRUIST
12.2017 - Current
- Exceptional customer service
- Operating a branch as the sole leader
- Strong communication skill
- Superb sales professional
- Researched new financial products or analytics to determine usefulness
- Assisted management in bank opening and closing procedures.
- Adhered to security and regulatory requirements surrounding financial transactions.
- Greeted customers with professionalism and friendly and courteous demeanor.
- Achieved referral and cross-selling quotas to support corporate revenue goals.
- Counted currency, coins and checks received, by hand and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank.
- Monitored bank vaults to verify correct cash balances.
- Counted cash drawers at beginning of shifts to verify correct amounts
- Provided efficient and courteous service to customers at all times.
- Responded quickly to meet customer needs and resolve problems.
- Supervised others and provided on-the-job training.
CASHIER TEAM LEAD
Panera Bread
04.2012 - 12.2017
- Greeted and informed customers of products, fostering positive store experiences.
- Delivered service excellence through all points of contact.
- Provided efficient and courteous service to customers
- Resolved and de-escalated issues
- Arranged and replenished displays and merchandise racks to maintain store appearance.
CASHIER
King Dominion
04.2011 - 08.2011
- Provided efficient and courteous service to customers at all times.
Education
Completed coursework towards Associate in Science (A.S.) Nursing -
REYNOLDS COMMUNITY COLLEGES
12.2017
Skills
- Exceptional customer service
- Operating a branch as the sole leader
- Strong communication skill
- Superb sales professional
- Researched new financial products or analytics to determine usefulness
- Assisted management in bank opening and closing procedures
- Adhered to security and regulatory requirements surrounding financial transactions
- Greeted customers with professionalism and friendly and courteous demeanor
- Achieved referral and cross-selling quotas to support corporate revenue goals
- Counted currency, coins and checks received, by hand and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank
- Monitored bank vaults to verify correct cash balances
- Counted cash drawers at beginning of shifts to verify correct amounts
- Provided efficient and courteous service to customers at all times
- Responded quickly to meet customer needs and resolve problems
- Supervised others and provided on-the-job training
- Greeted and informed customers of products, fostering positive store experiences
- Delivered service excellence through all points of contact
- Provided efficient and courteous service to customers
- Resolved and de-escalated issues
- Arranged and replenished displays and merchandise racks to maintain store appearance
- Money Handling
- Teller Transactions
- Sorting and Filing
- Supervising Tellers
- Financial Due Diligence
- Administrative Duties
- Team Cooperation
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Financial product knowledge
- Transaction Processing
- Deposit processing
- Payment Processing
- Customer Service
- Teller experience
- Cash Handling
Personal Information
Title: Financial Service Specialist
References
References available upon request
Timeline
Universal Banker
TRUIST
12.2022 - Current
FINANCIAL SERVICE SPECIALIST
TRUIST
12.2017 - Current
CASHIER TEAM LEAD
Panera Bread
04.2012 - 12.2017
CASHIER
King Dominion
04.2011 - 08.2011
Completed coursework towards Associate in Science (A.S.) Nursing -
REYNOLDS COMMUNITY COLLEGES