Skip to main content

Rhonda Pruitt-Pack

Financial Services Representative

Talent
Randleman, NC 27317Member since July 20, 2026
Financial Services
·

Hire this person

Send a job offer directly to this candidate

Financial Services

About

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Experience

Financial Services Representative - North Carolina State Employees Credit Union - Archdale, NC

(2022-03)

Head Teller - First Bank - Archdale, NC & Winston Salem, NC

(2019-08 - 2022-02)

  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Managed client financial portfolios to minimise risk and optimize returns.
  • Advised clients on financial matters and recommended investments.
  • Produced financial statements and reports to comply with regulations.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified potential needs through observation, questioning, and listening.
  • Introduced customers to other bank team members to help meet financial needs.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Provided customers with appropriate literature on banking products and services.
  • Investigated and promptly resolved issues with patron accounts.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Enforced compliance with bank regulations and policies to reduce financial risks.
  • Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Assisted customers with banking needs and inquiries.
  • Maintained friendly and professional customer interactions.
  • Trained new hires on customer service policies and procedures.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Referred customers to other banking departments for specialized services.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Monitored and verified suspicious activity on customer accounts.
  • Executed wire transfers, stop payments and account transfers.
  • Educated customers on online banking and mobile banking applications.
  • Handled various accounting transactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Cross-sold credit cards, loans and other bank products.
  • Generated monthly reports on customer activity and customer feedback.
  • Calculated fees due, interest and change for customer transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Processed applications for new accounts.

Business Co-Owner - D&R Logging & Excavating - Galax, VA

(2015-06 - 2019-05)

  • Oversaw daily business operations and financial decisions to drive profitability and growth.
  • Resolved customer service issues with timely and professional resolutions.
  • Accounting, Bookkeeping, Supply Order, Payroll and Tax Preperation

Teller Coordinator - SunTrust Banks Inc - Walnut Cove, NC

(2004-12 - 2015-09)

  • Wrote and distributed customer correspondence.
  • Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
  • Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
  • Conducted various branch operations tasks such as balancing and replenishing ATM, TCD and shipment processing.
  • Complied with internal controls and federal regulations by implementing [Type] methods.
  • Greeted patrons and asked questions to better assess client needs.
  • Executed various customer deposits, withdrawals and money orders.
  • Performed teller scheduling to achieve appropriate branch coverage for business needs.
  • Assisted tellers in cashing checks by verifying signatures and amounts.
  • Managed branch vault by verifying accuracy of cash transactions.
  • Motivated tellers to achieve sales and service goals with continuous coaching.
  • Used bank database and [Software] to record transactions.
  • Provided clients with general information on account opening.
  • Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
  • Managed inventory by tracking and ordering bank supplies, equipment and documents.
  • Received checks for deposits, entered information into database and issued receipts.
  • Trained and coached numberous tellers on banking operations to provide exceptional customer service.
  • Identified talented potential employees through active recruiting and in-depth interview process.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Promoted bank's products and services by consistently cross-selling to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Counted cash drawers and made bank deposits.
  • Examined tellers' reports of daily transactions for accuracy.
  • Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Referred customers to other banking departments for specialized services.
  • Monitored and verified suspicious activity on customer accounts.
  • Trained new hires on customer service policies and procedures.
  • Cross-sold credit cards, loans and other bank products.
  • Processed applications for new accounts.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Calculated fees due, interest and change for customer transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Received loan and utility payments, sending funds to correct destinations.
  • Generated monthly reports on customer activity and customer feedback.

Education

No Degree - Hair, Cosmetics, Esthetics - Aurora's Cosmetology Institute (2009)

High School Diploma - South Stokes High School (1993-06)

Forsyth Technical Community College (1996-02)

Skills

Financial Services Representative

Reviews

Related