Terrance Courtney
Los Angeles,CA
Summary
Dedicated banking professional with extensive experience in customer service, account management, and financial transactions. Skilled in handling high-volume client interactions with precision, confidentiality, and professionalism. Adept at problem resolution, transaction accuracy, and fostering long-term customer relationships.
Overview
11
11
years of professional experience
Work History
Teller
First Citizens Bank
Los Angeles, CA
02.2023 - Current
- Perform a variety of routine banking transactions, including deposits, withdrawals, loan payments, and check cashing.
- Accurately handle cash drawer operations, ensuring compliance with dual-control and security policies.
- Verify endorsements and negotiability of checks and maintain strict adherence to regulatory requirements.
- Deliver exceptional customer service by addressing inquiries, resolving issues, and identifying opportunities for cross-selling financial products.
- Assist clients with opening new accounts and providing guidance on banking services.
Customer Service Representative
GreenSky
Atlanta, GA
02.2018 - 01.2021
- Handled inbound customer calls and resolved inquiries with professionalism.
- Maintained accurate and updated customer records within service databases.
- Supported clients in navigating financial products and services, fostering strong customer relationships.
- Assisted in marketing budget tracking and workflow document updates.
Accounts Receivable Specialist
Cor-Tech
Atlanta, GA
03.2014 - 04.2017
- Posted payments to invoices and reconciled balances to ensure financial accuracy.
- Maintained timely collections of accounts receivable while managing cash receipt postings.
- Resolved discrepancies with deductions and short payments from customers.
- Coordinated chargebacks with accounts payable and monitored delinquent accounts.
Education
Bachelor of Science - Business Administration
Georgia State University
High School Diploma -
Stephenson High School
Stone Mountain, GASkills
- Customer service
- Account management
- Transaction processing
- Account reconciliation
- Discrepancy resolution
- MS Word
- Excel
- Access
- Outlook
- Communication
- Verbal communication
- Written communication
- Interpersonal skills
- Detail-oriented
- Accuracy
- Compliance
- Confidential information management
- Professionalism
Timeline
Teller
First Citizens Bank
02.2023 - Current
Customer Service Representative
GreenSky
02.2018 - 01.2021
Accounts Receivable Specialist
Cor-Tech
03.2014 - 04.2017
Bachelor of Science - Business Administration
Georgia State University
High School Diploma -
Stephenson High School