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.
