Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
References
Timeline
Generic

THERESA WALIMA

Farmington Hills,MI

Summary

I am a Motivated, personable banking professional focused on satisfying customers by providing high-quality service with 17 years experience. I am determined and dedicated to exceed mandates and eager to take on higher responsibilities.

Overview

20
20
years of professional experience

Work History

Sales Representative

Victra Verizon
Farmington, MI
10.2023 - 02.2024
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Provided technical support for customers using the company's products or services.
  • Recommended merchandise to customers based on needs and preferences.
  • Maintained knowledge of sales and promotions, return policies and security practices.
  • Identified opportunities for cross-selling additional products and services.
  • Adhered to established policies and procedures when handling customer accounts.
  • Answered inquiries from prospective customers regarding features of products and services offered.
  • Fostered relationships with customers to expand customer base and retain business.
  • Answered store and merchandise questions and led customers to wanted items.
  • Greeted customers to determine wants or needs.
  • Cleaned shelves, counters and tables to maintain organized store.

Banker

Citizens Bank
Southfield, MI
11.2015 - 09.2023
  • Advise customers on bank products, services and financial planning options.
  • Open customer accounts.
  • Complete weekly cash ordering and balancing of the ATM
  • Verify amounts and integrity of wire transfer.
  • Help customers open and close accounts, apply for loans and make sound financial decisions.
  • Manage escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Meet or exceeded sales goals by promoting bank products and services in customer interactions.
  • Partner with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
  • Help customers set up online banking service, help solve issues and answer questions related to technology
  • Teach customers how to use ATM

Teller/ Flex Banker

Citizens Bank
, MI
05.2004 - 11.2015
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Kept teller window areas clean, organized and fully stocked.
  • Ordered vault cash and prepared cash shipments
  • Responded and assisted customers with account inquiries and updates.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Entered transactions into computer and issued customer receipts.
  • Processed sales transactions to prevent long customer wait times.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
  • Welcomed customers and offered pleasant service during entire transaction.

Education

Associate of Science -

Evelyn Hone College
Zambia

Skills

  • Opening accounts
  • Customer service-oriented
  • computer Savvy
  • written correspondence
  • Listening and problem solving
  • Assessing fraud potential
  • Loss prevention
  • Resourcefulness
  • Promoting products
  • Follow-up skills
  • Comparing products
  • Money handling
  • Money auditing
  • Inbound customer calls
  • Operations understanding
  • Teller background
  • Prospecting abilities

Additional Information

Notary Public

NMLS License

Accomplishments

  • Consistently maintained high customer satisfaction ratings.
  • Exceeded sales goals by an average of 300% in 2019

References

Available on request.

Timeline

Sales Representative

Victra Verizon
10.2023 - 02.2024

Banker

Citizens Bank
11.2015 - 09.2023

Teller/ Flex Banker

Citizens Bank
05.2004 - 11.2015

Associate of Science -

Evelyn Hone College

Similar Profiles

CREATE PROFILE
THERESA WALIMA