Tokaria Roberts
Effingham,SC
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Service Representative II
SOUTH CAROLINA FEDERAL CREDIT UNION
06.2022 - 03.2024
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Processed wire transfers for customers both domestically and internationally.
- Cross-sold additional bank products when applicable to meet customer needs.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Maintain vault cash supply and assist tellers in maintaining their teller window supplies
- Order and shipping of cash supply and ensuring accuracy of count while maintaining branch limits
- Assists with night depository duties, logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
Universal Banker
TD BANK
08.2018 - 06.2022
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Assisted customers with online banking setup and troubleshooting issues.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Assisted customers with setting up direct deposits for their payroll checks.
- 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.
- Balanced teller drawers and ATM cash.
Universal Banker
TD BANK
08.2018 - 06.2022
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Assisted customers with online banking setup and troubleshooting issues.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Assisted customers with setting up direct deposits for their payroll checks.
- 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.
- Balanced teller drawers and ATM cash.
SALES AND SUPPORT GENERALIST
VICTORIA SECRET
07.2017 - 01.2019
- Drives store sales and growth by personally selling to customers
- Proactively engages with customers, reads cues and responds effectively
- Converting returns, offers and other promotions into larger sales
- Maintaining a focus on bras as the premier product differentiator, to build loyalty and support our 'Best at Bras' culture
- Setting personal goals and tracking individual and team performance to the goals
- Preparing for each shift by maintaining awareness of all sales, promotions and applicable ringing procedures.
- Developed strategies to improve customer service standards and increase customer satisfaction ratings.
Accounts Payable Assistant
Unitrends
11.2016 - 06.2017
- Kept vendor files accurate and up-to-date to expedite payment processing.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Prepared vendor invoices and processed incoming payments.
Education
BBA - Accounting
Walden University
Minneapolis, MN07.2025
High School Diploma -
WEST FLORENCE HIGH SCHOOL
Florence,SC06.2013
Skills
- Financial Transactions
- Attention to Detail
- Interpersonal Skills
- MS Office proficient
- Excellent communication skills
- Exceptional customer service
- Data Entry
- Invoice Processing
- Vendor invoice processing
- Cash handling proficiency
Certification
- Notary Public- Expires July 2030
- Medical Front Office Assistant w/medial Terminology Training - September-2013
Timeline
Financial Service Representative II
SOUTH CAROLINA FEDERAL CREDIT UNION
06.2022 - 03.2024
Universal Banker
TD BANK
08.2018 - 06.2022
Universal Banker
TD BANK
08.2018 - 06.2022
SALES AND SUPPORT GENERALIST
VICTORIA SECRET
07.2017 - 01.2019
Accounts Payable Assistant
Unitrends
11.2016 - 06.2017
BBA - Accounting
Walden University
High School Diploma -
WEST FLORENCE HIGH SCHOOL
- Notary Public- Expires July 2030
- Medical Front Office Assistant w/medial Terminology Training - September-2013
Similar Profiles
Mallory WardMallory Ward
Financial Sales Representative at South Carolina Federal Credit UnionFinancial Sales Representative at South Carolina Federal Credit Union
Debra GordonDebra Gordon
Financial Sales Representative at South Carolina Federal Credit UnionFinancial Sales Representative at South Carolina Federal Credit Union
Jillian CrespoJillian Crespo
Financial support specialist III at Carolina Telco Federal Credit UnionFinancial support specialist III at Carolina Telco Federal Credit Union