Summary
Overview
Work History
Education
Skills
Timeline
AccountManager

William Shein

Elmhurst,NY

Summary

Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services, products, and bank operation related. Reliable and honest professional dedicated to meeting scorecard goals, and bank operation deadline by processing high volumes of error-free transactions, and operation related tasks.

Overview

6
6
years of professional experience

Work History

Lead Associate Operation

JPMorgan Chase
10.2022 - Current
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Performed monthly, quarterly audits.
  • Performed cash shipment order.
  • Performed weekly vaults balance.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Coached and developed branch staff by offering constructive feedback.
  • Supervised team of 5 branch tellers and 3 bankers and, made recommendations regarding performance evaluations.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Identified and resolved unauthorized, unsafe, or ineffective practices.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Trained new hires on customer service policies and procedures.
  • Maintained friendly and professional customer interactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with banking needs and inquiries.
  • Educated customers on online banking and mobile banking applications.
  • Examined tellers' reports of daily transactions for accuracy.
  • Referred customers to other banking departments for specialized services.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Received loan and utility payments, sending funds to correct destinations.


Branch Supervisor

TD Bank
03.2022 - 10.2022
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Maintained scheduling for main branch to keep shifts appropriatel staffed.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Monitored front areas so that questions could be promptly addressed.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.

Personal Banker

JPMorgan Chase
05.2018 - 03.2022
  • 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.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • 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.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Presented new and additional products and services to existing customers.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Monitored accuracy of customer information in system.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Explained account terms and conditions to customers.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.

Teller

JPMorgan Chase
08.2017 - 05.2018
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained friendly and professional customer interactions.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with banking needs and inquiries.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Educated customers on online banking and mobile banking applications.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Educated customers on use of banking website and mobile apps.
  • Assisted with training of new tellers on policies and procedures.

Education

Associate of Arts - Human Services

Stella And Charles Guttman Community College of The City University of New York,
New York, NY
06.2015

Skills

  • Consumer Banking
  • Teller Transactions
  • Customer Engagement
  • Business Development
  • Staff Management
  • Banking Regulations
  • Bank Secrecy Act
  • Customer Referrals
  • Supervising Tellers
  • ATM Balancing
  • Product and Service Sales
  • Transaction Processing
  • Product Sales
  • Cash Auditing
  • Financial Decision Assistance
  • Resolving Customer Issues
  • Risk Management
  • Transaction Error Identification
  • Balance Cash Drawers
  • Call and Email Handling
  • Account Services
  • Manage Customer Accounts
  • Investigate Discrepancies
  • Secure Bank Vaults
  • Count Currency
  • Identity Verification
  • Cash Supply Orders
  • Balance Verification and Reconciliation

Timeline

Lead Associate Operation

JPMorgan Chase
10.2022 - Current

Branch Supervisor

TD Bank
03.2022 - 10.2022

Personal Banker

JPMorgan Chase
05.2018 - 03.2022

Teller

JPMorgan Chase
08.2017 - 05.2018

Associate of Arts - Human Services

Stella And Charles Guttman Community College of The City University of New York, The

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