Terri Nefiz

Bank Teller and Receptionist

First National Bank of Florida

Milton, FL

02.2008 - 12.2011

Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Welcomed customers and offered pleasant service during entire transaction.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Reconciled cash and checks against computer records at end of shift.
Responded and assisted customers with account inquiries and updates.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Entered transactions into computer and issued customer receipts.
Explained bank services, financial products and applicable fees to customers.
Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Took on additional shifts during busy periods to minimize staffing shortages.
Maintained confidentiality of bank records and client information.
Built and maintained client relationships through quality, personalized interactions.
Delivered exceptional service to customers in person or over telephone.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Directed specific questions to appropriate branch personnel.
Adhered to financial services security and audit procedures.
Trained employees on cash drawer operation.
Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Scheduled and confirmed appointments.
Answered and directed incoming calls using multi-line telephone system.
Served visitors by greeting, welcoming and directing to appropriate personnel.
Updated and recorded customer or client information to maintain accounts.
Processed payments and updated accounts to reflect balance changes.
Scheduled and confirmed appointments and meetings for management team.
Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
Oversaw office inventory by restocking supplies and submitting purchase orders.
Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling.
Reported suspicious individuals to supervisor.
Sorted incoming mail and directed to correct personnel each day.
Supervised setup of conference rooms for meetings and office events in common areas.
Greeted visitors entering establishment to determine nature and purpose of visit.
Handled conference room scheduling, collaborating with meeting organizers on logistics and catering.
Greeted customers, answered general questions and directed to appropriate locations.
Served as company concierge to employees requiring assistance help with travel arrangements.
Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
Scheduled appointments and maintained and updated appointment calendars.
Monitored reception area to provide consistently safe, hazard-free environment for customers.
Protected clients' rights by maintaining confidentiality of personal and financial information.
Maintained business office inventory and equipment by checking stock for needed supplies.
Maintained client accounts by obtaining, recording and updating personal and financial information.
Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
Transmitted information or documents to customers through email, mailings or facsimile machine.
Supplied callers with office address and directions, employee email addresses and phone extensions.
Investigated and analyzed client complaints to identify and resolve issues.
Sorted invoices for accounting department by date stamping and filing by vendor code.
Coordinated pick-up and delivery of express mail services.
Composed and prepared routine correspondence, letters and reports with job-related software.
Scheduled space or equipment for special programs, meetings and conferences.
Collated, bound and stored computer-generated reports.
Coordinated company events with venues and advised staff of pertinent details.
Used company badging system to create badges for new employees and visitors.
Transcribed tapes and notes from meetings into prescribed formats.
Coordinated communications, taking calls, responding to emails and interfacing with clients.
Drove customer feedback to deliver information to management for corrective action.
Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
Used voice recorder or notepad to compose and transcribe meeting minutes.
Ordered office supplies to purchase items and maintain appropriate levels.
Scheduled meetings and sent invitations specifying time and location.
Assisted with accounts receivable and accounts payable functions.
Created and updated spreadsheets to track and report data.
Processed documents and materials for dissemination to appropriate parties.
Managed multiple calendars and contacts using computer software.
Anticipated leadership needs by preparing or gathering records, reports and correspondence.
Produced and distributed memos, newsletters and other forms of communication.
Maintained organized filing system of paper and electronic documents.
Managed staff calendars and coordinated travel, meeting and hotel accommodations.
Composed and distributed reports, routine correspondence and meeting notes with job-related software.
Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Handled incoming calls and directed callers to appropriate department or employee.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Composed, edited and typed complex memos and reports with job-related software.
Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
Coordinated travel arrangements and completed expense reports for travel reimbursement.
Executed on-time, under-budget projects by solving complex issues for senior leadership.
Coordinated catering services for various functions, including sales trainings and department meetings.
Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.

Summary

Overview

Work History

Colorpro Technologies

Business Manager and Bookkeeper

Bank Teller and Receptionist

Education

Associate of Applied Science - General Studies

Skills

Timeline

Colorpro Technologies

Business Manager and Bookkeeper

Bank Teller and Receptionist

Associate of Applied Science - General Studies

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