THOMAS ERLER
Smithtown,NY
Summary
Professional banking specialist prepared to excel in financial transactions and customer service. Skilled in handling cash, balancing ledgers, and maintaining security protocols. Strong focus on team collaboration and achieving operational efficiency. Reliable, adaptable, and driven to meet and exceed client expectations.
Overview
12
12
years of professional experience
Work History
Teller
Four Leaf Federal Credit Union
01.2023 - Current
- Collaborate with members to deliver exceptional service, solve problems, and build long-term relationships.
- Make recommendations for additional products to assist member goals, and refer to platform and business partners.
- Accurately manage cash drawer while handling deposits, withdrawals, loan payments, check cashing, money orders and gift cards. Balance daily and handle night drop/speed deposit transactions.
- Manage teller line/drive-up flow, support branch opening and closing, and perform daily reports and audits.
- Adhered to all policies, procedures and banking regulations (BSA, AML, OFAC), and identify red flags and report suspicious activity.
Associate
The Wine Guy
01.2022 - 01.2023
- Responsible for maintaining and pricing the appropriate inventory levels for store operations.
- Ensuring that product was appropriately stocked and stored to be efficiently retrieved for sale.
- Coordinated with store manager to ensure that all store policies and procedures are met to conform to applicable state and local laws.
- Ensured that customers have a great shopping experience by greeting them, determining their needs and helping them make the appropriate purchase.
- Made suggestions for products and brands to be carried based on sales trends and customer preferences.
- Assisted in training new hires.
Interactive Teller Machine (ITM) Teller
Teacher’s Federal Credit Union
01.2018 - 01.2019
- Maintained professional relationships with members via a remote video teller system (FISERV and NCR Teller Now).
- Assisted members with technology issues and concerns.
- Accurately and efficiently processed member’s financial transactions.
- Responsibility for receiving approval for transactions beyond authority and ensuring accuracy of amounts handled.
- Completion of direct posts to general ledger for the redemption of coin tickets.
- Assisted in the daily reconciliation of all coin transactions from all associated ITM branches by reviewing the entries and comparing the tallies of items sold.
- Recommended TFCU products and services to members based on their needs determined through professional conversation.
- Safeguarded virtual teller drawer and member sensitive information. Balanced the virtual drawer daily.
- Maintained compliance with TFCU policies, procedures, and guidelines.
- Audited mobile deposits to ensure accuracy and proper endorsement.
Call Center/Weekend Supervisor
Suffolk Transportation Service, Inc.
01.2015 - 01.2017
- Handled incoming calls from elderly and disabled patients seeking transportation via paratransit bus.
- Determined eligibility and explained policies.
- Obtained client information to establish pick up and drop off points.
- Escalated phone calls as needed.
- Verified that drivers were courteous, on time and that appropriate payments were collected.
- In role as weekend supervisor, prepared manifest, which established the weekend driver’s route.
- Maintained standards and improved quality of customer service by adhering to guidelines and suggesting new procedures when needed.
Front Desk/Social Media Manager
Sheri B. Glazer, DDS
01.2014 - 01.2015
- Managed social media accounts such as Twitter (X), Facebook and Linked In.
- Utilized computer to set up patient accounts.
- Contacted patients via telephone and email to confirm/cancel appointments.
- Collected patient co-payments and recorded to patient accounts.
- Made daily deposits to professional bank accounts.
- Confirmed patient’s insurance coverage with insurance company.
Education
BBA - Business Management
State University of New York at Canton
12.2026
AS - Business Administration
Suffolk County Community College
05.2025
Skills
- Outstanding customer support
- Dedicated work ethic
- Social media management
- Proficient in Microsoft Office suite
- HTML
- JAVA C
Timeline
Teller
Four Leaf Federal Credit Union
01.2023 - Current
Associate
The Wine Guy
01.2022 - 01.2023
Interactive Teller Machine (ITM) Teller
Teacher’s Federal Credit Union
01.2018 - 01.2019
Call Center/Weekend Supervisor
Suffolk Transportation Service, Inc.
01.2015 - 01.2017
Front Desk/Social Media Manager
Sheri B. Glazer, DDS
01.2014 - 01.2015
AS - Business Administration
Suffolk County Community College
BBA - Business Management
State University of New York at Canton