Tristen Lanphere
Memphis,TN
Summary
Detail-oriented and analytical Bank Teller with over two years of experience in financial services. Stock market analyst for seven months under a professional financial advisor. Proven ability to manage transactions, maintain customer satisfaction, and leverage financial data for strategic decision-making. Eager to transition into a Data Analyst role to apply efficient analytical skills and knowledge of financial markets to drive data-driven insights and business solutions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Bank Teller
First Security Bank
05.2017 - 06.2019
- Conducted financial transactions including deposits, withdrawals, transfers, and loan payments with accuracy and efficiency
- Assisted customers with account inquiries, resolved issues, and provided information on banking products and services
- Analyzed daily financial reports to identify discrepancies and ensure compliance with banking regulations
- Developed and maintained strong customer relationships, achieving high satisfaction scores
- Trained new tellers on banking procedures and customer service protocols.
Stock Market Analyst (Freelance)
Edward Jones
02.2016 - 07.2016
- Conducted in-depth market research and analysis to inform investment decisions
- Utilized financial modeling techniques to predict stock performance and provide actionable insights
- Prepared detailed reports on market trends, stock performance, and investment opportunities
- Collaborated with clients to develop personalized investment strategies based on their financial goals and risk tolerance
- Monitored portfolio performance and made recommendations for adjustments based on market conditions
- Studied Technological advancements and geo-political climates to predict market movement and incoming trends
Education
Associates Degree -
University of Mississippi
Oxford, MS07.2020
Skills
- Tableau
- Power BI
- Excel
- Microsoft Office Suite
- Google Analytics
- Financial Analysis
- Stock Market Analysis
- Customer Service
- Data Analysis
- Transaction Management
- Microsoft Excel
- Microsoft Word
- Data Visualization (Tableau, Power BI)
- Reporting and Documentation
- Risk Management
- Problem-Solving
- Professionalism and Courtesy
- Stress Tolerance
Certification
Digital Marketing Certificate, Google, 07/24
References
Available upon request.
Projects
Customer Transaction Analysis Project, Developed a dashboard in Tableau to visualize key metrics and improve decision-making processes. Implemented data cleaning and preprocessing techniques to ensure data accuracy. Stock Performance Prediction Model, Created a predictive model using AI to assist in forecasting stock prices based on historical data and market indicators. Utilized machine learning algorithms to enhance prediction accuracy. Presented findings through comprehensive reports and visualizations.
Timeline
Bank Teller
First Security Bank
05.2017 - 06.2019
Stock Market Analyst (Freelance)
Edward Jones
02.2016 - 07.2016
Associates Degree -
University of Mississippi
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