Trevaunt Moore
Financial Services Professional
Minneapolis,MN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Operations Specialist
U.S. Bancorp
09.2017 - Current
- Provide excellent customer service
- Resolve client/colleagues issues
- Working on multiple computer systems, efficiently and effectively
- Staying knowledgeable on investment products & procedures
- Data entry
- Created and maintained precise and accurate models, charts and reports.
- Improved emergency resolution processes to save time.
- Collected, arranged, and input information into database system.
- Tracked and analyzed reports to determine needed improvements.
- Motivated and trained employees to maximize team productivity.
- Developed and updated tracking spreadsheets using Microsoft Excel.
- Assisted various departments with change by communicating new improvement plans and expectations.
- Managed internal operational standards and productivity targets.
- Encouraged and promoted ideas aligned to business needs and benefits.
Personal Banker
J.P. Morgan Chase
05.2016 - 07.2017
- Provide excellent customer service
- Cross-sold bank products and services to meet customer needs and provide options.
- Resolve customer account issues
- Promoted financial products by maintaining excellent service offering knowledge.
- Build rapport with customers and clients
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed deposits, withdrawals and ACH transfers accurately.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Provided customers with additional information regarding account services.
- Maintained customer records and updated account information.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Explained account terms and conditions to customers.
- Reconciled customer accounts and balanced daily transactions.
- Tracked and processed customer account requests and applications.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Greeted customers and delivered information about new account processes.
- Collected customer information and completed new account forms.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Bank Teller
Wells Fargo
10.2015 - 05.2016
- Process routine account transactions
- Open accounts, including savings and checking
- Confirm identity for transactions
- Handle loan payments and cash checks
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Assisted customers with compromised debit cards and issued new credentials.
- Audited fellow teller currency to contribute to dual-control procedures.
- Placed orders for customer checks and verified starting numbers.
- Sold and cross-sold bank products to new and existing customers.
- Turned in excess cash to maintain drawer security.
- Removed mutilated currency from circulation.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Maintained accurate records of customer transactions in line with bank procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
Retail/Customer Service/Shift Lead Manager
Walgreens
12.2012 - 05.2015
- Developed skills in order processing, inventory control, and cashier management
- Demonstrated leadership and assumed additional responsibilities as needed
- Hardworking, energetic, and a reliable team member
- Communicated effectively with team members and customers Managerial
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Defined clear targets and objectives and communicated to other team members.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Personal Care Assistant
Lifeworks Services, Inc
09.2006 - 01.2012
- Provided daily living skills coaching to disabled client
- Worked with client on community and social skills
- Participates in recreational activities emphasizing client’s abilities
- Built strong relationships with clients to deliver emotional support and companionship.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Assisted with daily living activities, running errands, and household chores.
- Remained alert to problems or health issues of clients and competently responded.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Conferred with supervisor to discuss patient condition and medical care.
- Planned activities to encourage movement, stretching and strength building.
- Transported individuals to events and activities, medical appointments, and shopping trips.
- Entertained, conversed, and read aloud to keep patients mentally alert.
- Ran errands for patients, did shopping, and picked up other necessities.
Sales Associate
Rainbow Foods
07.2009 - 04.2010
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Listened to customer needs and desires to identify and recommend optimal products.
- Managed efficient cash register operations.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Prioritized helping customers over completing other routine tasks in store.
Education
Associate of Arts - Liberal Arts
North Hennepin Community College
Brooklyn Park, MNHigh School Diploma -
Armstrong Senior High School
Plymouth, MN06.2010
Skills
- Team leader and effective communicator
- Proficient in the use of personal computers, laptops, and related software to include:
- Microsoft
- Office Products (Word, Internet Explorer, Excel, Power Point), and various other products
- Typing Speed: 60 wpm
- Information Inputting
- Troubleshoot Service Issues
- Customer Transactions
- Daily Operations Management
- Inquiry Requests
- Balance Accounts
- Office Management Software
- Customer Satisfaction
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Certification
- Finra registered, US Bancorp Investments - 5+ years
Languages
English
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Play by the rules, but be ferocious.
Phil Knight
Timeline
Operations Specialist
U.S. Bancorp
09.2017 - Current
Personal Banker
J.P. Morgan Chase
05.2016 - 07.2017
Bank Teller
Wells Fargo
10.2015 - 05.2016
Retail/Customer Service/Shift Lead Manager
Walgreens
12.2012 - 05.2015
Sales Associate
Rainbow Foods
07.2009 - 04.2010
Personal Care Assistant
Lifeworks Services, Inc
09.2006 - 01.2012
Associate of Arts - Liberal Arts
North Hennepin Community College
High School Diploma -
Armstrong Senior High School
- Finra registered, US Bancorp Investments - 5+ years
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