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0-5 years of experience
Personally marketed the benefits of debit cards to customers; issuing 10-20 debit cards monthly that contributed to company profits.
- Researched the value of customer's bonds and clearly communicated their worth; customer was pleasantly surprised and cashed in the bonds.
- Gained a reputation for proactive customer service; called before CD's were due and earned many customer appreciation comments.
- Educated 5 Tellers to balance the day most efficiently; reviewed Branch Account Sheet step by step to eliminate rework and time.
- Proactively contacted customers impacted by compromised Debit Cards through Target; resulting in zero losses by our customers.
- Recognized the potential negative impact of an outdated "Do No Open Account List"; requested the project and updated the list to minimize losses.
6-10 years of experience
Led teller team of 3 associates while ensuring business operations were handled effectively, adequate staffing levels were maintained, training initiatives were executed and safety/risk management procedures were followed.
- Performed general teller duties, as needed, including handling cash, balancing drawer and petty cash in both drive thru and teller line.
- Maintained proper cash limits, cashed checks, accepted deposits, processed withdrawals, issued/redeemed bonds and sold official instruments.
- Consistently provided excellent customer service by building relationships and enthusiastically assisting customers.
- Trained teller line associates on banking procedures to ensure consistency within the Branch.
- Identified sales referral opportunities and participated in product sales campaigns.
- Significantly contributed to team environment by continuously coaching others and leading by example.
10+ years of experience
Processed all consumer and business account transactions accurately and efficiently
- Balanced cash drawer on daily basis; performed foreign currency handling and reporting
- Listened carefully connecting with customers to understand their top financial priorities and to present products and solutions that would be most beneficial for them
- Assisted customers with inquiries and problem resolution in a professional manner
- A consistent "Top Performer in Sales Referrals"
- Recognized in corporate digital news report for exceptionally friendly and helpful customer service
0-5 years of experience
Provided legendary and exceptional Customer Service in a fun, fast-paced environment
- Supervised and led the Teller line and the Platform team while supporting, mentoring, and coaching team members in their professional development
- Demonstrated competency and accountability with Store operational standards
- Encouraged a positive work environment for the employees as well as the customers
- Coached team members on identifying sales opportunities and refer customers to appropriate Store Employees or internal Business Partners to achieve both store and individual sales revenue goals
- Used my training, knowledge and skills to assist Customers at the Teller window as well as on the Platform
6-10 years of experience
Supervised and coordinated activities of employees engaged in receiving and paying out money while keeping records of all financial transactions.
- Instrumental in balancing all teller cash draws to ensure accuracy each day and minimize losses.
- Trained new tellers in customer service and standard banking procedures to ensure uniformity of services provided and reduce customer frustrations.
- Successfully managed a five person team providing daily teller activities to clients.
- Consolidated and balanced daily transactions, using adding machine and computer.
- Monitored and reviewed financial institution's security procedures and controlled access to the vaults to protect bank from fraud.
6-10 years of experience
Organized branch files on a daily basis.
- Processed sensitive client transactions while maintaining a friendly and professional demeanor.
- Assisted the Operations Manager with keeping daily operations in compliance with company policy and procedures.
- Managed the branch vault, in custody of over $200,000.
- Provided excellent customer service and achieved the highest number of teller referrals, earning the honor of being the only Teller CitiStar in the region for three years in a row.
0-5 years of experience
Supervised a staff of 10 tellers to guarantee that excellent customer service was provided at all times.
- Demonstrated competency and accountability with the company's store operational standards.
- Delegated projects to team members to manage.
- Scheduled branch personnel and adjusted any staffing issues.
0-5 years of experience
Responsible for supervising, mentoring, coaching, interviewing and training five tellers
- Maintained an efficient teller line by consistently monitoring teller transactions for errors and audit issues
- Consistently reached and/or exceeded personal sales goals and assisted other tellers in achieving their goals
- Responsible for daily scheduling, cash management, vault, strike, reports
- Cross-trained in Customer Service giving me the ability to assist customers with opening accounts, wire transfers, safe deposit boxes, certificates of deposit, stop payments, and transaction disputes
0-5 years of experience
Trained and supervised a team of 5 tellers in day to day operations and sales promotion. Operated and maintain 2 ATM machines. Referred 5+ new customers to appropriate staff on a daily basis. Ordered cash and prepared daily and monthly activity reports for managers.
- Promoted to Head Teller within 6 months.
- Brought new customers with my ability to translate from English to Albanian.
- Created a new shorter way to settle ATMs.
- Created a new monthly report that improved the audit process.
0-5 years of experience
Supervised and scheduled work of branch tellers to ensure efficient teller operations.
- Provided guidance to tellers in complex customer transactions, and ensured accurate daily reports.
- Performed quarterly audits, and managed overdraft reports.
- Made independent decisions regarding planning, organizing, and scheduling work.
- Trained and motivated new tellers.
0-5 years of experience
Provided individualized customer service and handled all financial transactions accurately and efficiently.
- Completed training courses to enhance teller skills.
- Participated in a sales incentive program.
- Identified client needs and referred financial products and services.
0-5 years of experience
Informed customers of bank products, and referred to designated personnel.
- Provided account information.
- Resolved customer inquiries and complaints, also teller's disputes and differences.
- Supervised and trained Tellers.
- Handled $20000 plus daily
- Balanced branch vaults and atms daily.
0-5 years of experience
Gather information from new members to ensure compliance with state and federal guidelines
- Assisted in the drafting of new operations policies and procedures
- Responsible for a cash vault in excess of $50,000
- Conceptualized and implemented a company-wide motivational program
6-10 years of experience
- Supervised up to five tellers daily which included scheduling and monitoring time to insure proper staff levels. Recognized for keeping wait time below two minute average.
- Serviced clients with check cashing, deposits and payments to include customer service requests and cross-selling of bank services.
- Balanced teller drawer and vault, ordered and shipped money, selling and maintaining a supply of cashier's checks, monthly alarm checks and conducting security meetings.
- Trained and supervised new tellers to perform job quickly and accurately. Included weekly assessments and evaluations.
0-5 years of experience
Provided unparalleled customer service while performing teller transactions.
- Counseled customers in maintaining finances and recommended appropriate products and services.
- Improved customer satisfaction through training tellers and customer service representatives to provide a personalized banking experience.
- Maintained branch financial records and reports, as well as the vault, ATM, and coin machine daily settlement procedures.
- Assisted in supervising, training, coaching, and developing teller staff.
0-5 years of experience
Balanced a daily cash drawer, ATM, and vault
- Fulfilled and exceeded sales goals
- Upheld Bank integrity and profitability by appropriately filing CTR and SAR forms
- Managed other employees and verified teller transactions
- Conducted risk analysis on selected accounts
- Created new templates for data management
- Trained new employees
0-5 years of experience
Communicating with customers to perform their transactions and assist with account issues
- Assist Head Teller and Management staff to train and organize teller staff
- Ensure bank procedures were performed properly and securely
- Maintained a secure and balanced cash drawer
- Learned various computer systems to help perform bank processes and other computer applications
0-5 years of experience
Gained competency and accountability with branch operational standards
- Established and solidified customer relationships
- Assisted in the preparation and development of branch sales plan and promotional strategies
- Delegated responsibilities to team members
- Managed tellers time off request and daily schedules
- Trained to become Assistant Branch Manager
- Maintained and balanced the branch cash of up to $500,000
- Balancing and maintaining a teller cash drawer
6-10 years of experience
- Monitored branch and teller cash levels daily to ensure compliance with established limits
- Attests to correct completion of weekly/monthly reports, teller transactions and monthly audits
- Monitored and ensured compliance with Federal and State laws and bank operation policies
- Guided and advised subordinates in the more complex phases of their work
- Controled work flow so that all work is processed and forwarded on time
6-10 years of experience
- Managed teller line in a high-volume, multi-teller environment
- Scheduled teller staff and teller workflow and ensured high quality customer service
- Helped train tellers to identify sales opportunities (Teller line received award for most customer deposit account referrals)
- Built, grew and mentored Teller Team
- Responsible for teller performance evaluations, performance issues, new hires, transfers, etc.
6-10 years of experience
- Trained, supervised and evaluated staff, coached improvement management skills.
- Was responsible for vault and teller drawer balances.
- Also was a manager for McDonalds for 4 years
- Responsible for counting and reconciling the cash office deposits every morning, as well as assisting on register when needed. Assists in putting merchandise out onto the floor after being delivered from the warehouse.
- Processed 401(k)'s, 403(b)'s for various companies, educational institutions, hospitals as well as Individual Retirement accounts.
- Oversaw operations of daily banking transactions.
- Was responsible for the supervision of 4 bank tellers.
0-5 years of experience
Ensured all procedures and standards are understood and followed by the teller team.
- Maintained the branches cash vault, atm's, and currency shipments.
- Responsible for accepting deposits, processing loan payments, getting direct deposits, activating atm/debit cards, maintaining proper cash limits, cashing checks and issuing cashier's checks, money orders, traveler's checks, cash advances, withdrawals and funds transfers.
- Initially hired as an entry level teller, and was promoted a little after a year of working for the company.
- Provided excellent customer services and maintained client satisfaction.
0-5 years of experience
Scheduled staffing for the branch
- Executed customer transaction, including deposits, withdrawals, money orders and checks
- Rapidly and efficiently prepared customer and ATM cash and change orders
- Organized, stocked and maintained the teller window areas
- Processed quarterly Vault and ATM audits with a zero error rate
- Collected member loan payments
- Answered phone inquiries on banking products
- Maintained friendly and professional customer interactions
6-10 years of experience
Represented the bank to customers in a professional manner providing prompt, efficient, and accurate service.
- Controlled vault and currency cash flow to tellers.
- Assisted tellers in balancing daily transactions.
- Prepared bulk payroll for business accounts.
- Processed business checks for customers and transfers from customer accounts.
- Provided trouble-shooting information to customers via telephone and in person.
- Processed loan and mortgage payments.
6-10 years of experience
In charge of the Teller unit and the branch in the absence of the Branch Manager or ASM.
- Assist customer with any bank issues and help resolve them.
- Courteously assisted over 100 customers per day in a high-pressure and fast-environment.
- Place cash and coin orders for the branch.
- Prepare penny and cash shipment three times a week.
- Performing all Audits for the tellers and coach them to meet their sales goals.
0-5 years of experience
- Supervised, scheduled, and evaluated a staff of seven
- Upheld policy and procedures to maintain all levels of bank security
- Performed Weekly currency orders from the Federal Reserve, maintenance of tellers daily negotiable instruments
- Performed End of day, weekly and monthly reports i.e. Teller differences, cash reports, large currency reports, journals, and end of day report
- Customer service and performed teller duties
10+ years of experience
Processed customer cash deposits and withdrawals
- Issued cashier's checks and money orders
- Audited cash vault, teller's drawer, cashier's check & money order
- Ordered currency, coins, cashier's check, money orders, temporary checks and bank supplies
- Trained new employees and provided ongoing support
- Promoted bank's products and services
- Handled vault, safe deposit, ATM and night-deposit activities
6-10 years of experience
- As a teller, performed all the basic teller duties including check cashing, deposits, withdrawals and loan payments.
- Explained, advised on and promoted bank products and services to customers.
- As an assistant head teller, performed all the duties of a teller and also helped maintain cash vault, ordered all cash and branch supplies.
- Completed all branch CTR, SAR and counterfeit reports.
10+ years of experience
Executed customer transactions including deposits, withdraws, money orders and cashier checks.
- Scheduled staffing for banking Centers
- Organized, stocked and maintained the teller window area
- Process quarterly vault and teller audits
- Pulled and reviewed branch reports
- Coordinated daily cash reconciliation
- Maintain balancing of vault and drawer at a 100% accuracy
- Exceeded monthly sales goals
- Answered telephone inquiries and researched differences.
- Maintained friendly and professional customer interactions at all times
6-10 years of experience
Provided excellent customer service to over 25 customers a day as a financial specialist to help uncover financial needs for customer's short and longer term financial goals
- Address and resolve customer service issues.
- Provided above satisfactory on monthly, quarterly, and yearly audits
- Assisted the customer service representative with open accounts for the branch.
- Provided daily, weekly, and monthly reports.
- Perform daily operational procedures and meeting monthly sales goals.
- Ensure audits, policies and procedures are followed and in compliance with all internal controls.
6-10 years of experience
Conducted monthly and quarterly branch audits
- Prepared and reviewed branch weekly/monthly balance and budget reports
- Performed branch staff scheduling
- Processed customer transactions
- Ordered, stocked, and managed branch supply and equipment inventory
- Performed customer satisfaction follow-up and survey calls
6-10 years of experience
Deepen and develop client relationships while processing transactions efficiently.
- Assist personal bankers with onsite sales.
- Explain new sales campaigns and compensation to tellers.
- Provide Personal Bankers with possible leads and follow up.
- Keep staff up to date with operational updates.
- Consistently awarded 100% customer shops.
- Manage the teller line by maintaining sufficient cash levels throughout the day.
- Assist in new teller development by providing training and modeling effective behaviors.
0-5 years of experience
Cross trained to help Provide assistants to both sides of the floor.
- Performed internal Audit and control procedures on daily basis
- Opening accounts as well as cross selling bank products.
- Processed and maintained personal/commercial loans generated at branch
- Strong communication skills and product knowledge.
- Supervised tellers and CSR's daily activities
- Multitasking skills between teller and Customer Service.
6-10 years of experience
Supervise and train tellers in their daily activities; train and coach new hires in bank policies and standard teller/cashier procedures for processing customer transactions including check encashment, acceptance and handling of deposits, preparation of teller/certified checks; encouraged cross-selling and upselling of bank products and services.
- Assists management with daily banking operational functions.
- Currently Training in Customer Sales
- Explain bank policies and procedures to customers.
- Oversee the processing of stop payment requests, wire transfers and other transactions, legal documents relating to customer accounts including restraining orders, levies and court orders.
- Research customer account histories and provide account information to authorized personnel; updated customer account information; investigate and resolve customer account disputes.
- Reconcile ATM transactions and replenish ATM
- Responsible for Cash shipments in/out and prepared reports for vault audits.
0-5 years of experience
Extensive experience in cash handling, sales, and customer service, back up as a Customer Service Representative (new account openings, loan applications and escalated banking issues)
- Supervision of teller line, training of new staff and ensuring tellers follow policies and procedures in a large volume transaction branch.
- Ability to work accurately and deal with job pressures, deadlines and handle difficult customer issue.
- Settlement and daily reconciliation of ATM, vault and branch cash, management of teller differences
- Quarterly goals for sales consistently met and exceeded, named Bank Wide Sales Star for 2013.
0-5 years of experience
Provide professional courteous service in processing a variety of day-to-day customer transactions.
- Vault teller duties include processing other teller's cash requirement transactions.
- Balance the vault daily, order currency and coin for the branch.
- Identify customer needs and match needs with appropriate product or service.
- Act as mentor to newer team members; assist with transactions, procedures, customer service and sales.
- Helped Spanish-speaking customers with questions and concerns regarding their account
0-5 years of experience
- Nurtured growth in a staff of 6 tellers by coaching them on [company name]’s WOW corporate culture , referrals, operations, and bank policy
- Identified sales opportunities and referred customers to Customer Service Representatives
- Audited store cash and negotiable items routinely, including surprise case audits on tellers and quarterly inventory audits
- Accepted customers’ routine transactions, while perpetuating the bank's WOW corporate culture
- Made product suggestions to customers to better suit their banking needs
- Supported the teller management staff by learning branch operational activities, such as ATM and Penny reconciliation
6-10 years of experience
Supervise a staff of three; Coordinate teller line activities and daily balancing
- Process customer transactions, including but not limited to, deposits, withdrawals, check cashing, and Savings Bond redemption
- Manage audits on a monthly basis
- Oversee and inventory office supplies
- Custodian of vault cash, including ordering, receiving and verifying both incoming and outgoing shipments
- Perform clerical duties, including correspondence by mail, email, phone and fax
- Assists customers with questions about company website
6-10 years of experience
- Performed daily teller duties including taking deposits, loan and credit card payments, cashing checks, opening/closing accounts (checking, savings, money market, CD's and IRA), opening and closing procedures, and most importantly forming relationships with our customers by giving them extraordinary customer service
- Performed head teller duties including branch schedule, balancing the branch on a daily basis, scanning work, reviewing coworkers daily work, compiled and sent all weekly, monthly, and yearly reports, and providing customers an honest and knowledgeable source when questions or problems arise.
- Helped maintain an updated marketing budget
- Helped other departments with needed work; not limited to creating an updated teller manual, contacting delinquent loan customers, reviewing customers' files to ensure they were correct and satisfied BSA requirements.
- Developed new forms for branch activity to improve accuracy.
- Computer knowledge including Microsoft Office, Onbase, and Phoenix
0-5 years of experience
Responsible for daily balancing of vault and branch along with branch manager and assistant branch manager.
- Provided technical expertise to the teller staff making certain the members are provided professional and efficient service.
- Processed member transactions over the counter, night depository, and telephone transactions.
- Served a resource person for branch staff to provide authorization and information on procedures, transaction processing and products and services.
- Initiate teller evaluations and complete teller work and cash audits.
0-5 years of experience
Process transactions for customers on Encore Teller.
- Assist my head teller and management if any issues arise.
- Process business cash deposits on a daily basis ranging from $1,000 to $60,000.
- Balance the vault and assist with shipment of cash anywhere from $20,000 to $300,000.
- Balance and ship the penny arcade total as well as the ATM and TCR's.
- Strong leadership so that the teller line can be run smoothly and efficiently
0-5 years of experience
Provides conflict resolution, process improvement and communication to the Teller line
- Coaches team members on identifying sales opportunities and referring Customers to appropriate Store Employees to achieve both store and individual sales revenue goals
- Manage Teller Paid Time Off and develop monthly Teller schedule
- Recruit, interview, train, orient, and evaluate Tellers in accordance with HR guidelines
- Support, mentor and coach team members in their professional development
- Lead and follow-up on action plans to improve the Employee Experience
- Ensure integrity of operation standards and efficiencies.
6-10 years of experience
Extensive experience in cash handling, sales and customer service
- Thorough knowledge of teller and bank policies and procedures
- Ensured smooth functioning of the teller line
- Recognize sales and referral opportunities and referred clients
- Handle customers at a high level of courtesy and efficiency
- Prepare monthly audit reports on daily activities/procedures
- Received 3 promotions in the 6 years employed with UCB.
0-5 years of experience
Oversee teller line, currency shipment, vault teller, perform all monthly and quarterly audits - teller, alarm, money orders, official checks, ATM, debit cards, gift cards
- Monthly balance teller over/short, cash items, Penny Arcade, Teller Difference in Process general ledgers
- Operate teller drawer
- Resolve customer issues.
- Maintained all branch security logs and personnel access receipts, schedule staff with I360, enforce dual control.
- Coach tellers and lead sales goal huddles
- Interview candidates for open teller positions.
0-5 years of experience
Support, mentor and coach team members in their professional development
- Demonstrated competency and accountability with store operational standards
- Manage teller paid time off within the PTO staffing model and well as work schedule
- Coaches team members on identifying sales opportunities and referring customers to appropriate store employees or internal business partners to achieve both store and individual sales revenue goals
- Create and foster a cohesive team and promote a positive work environment
0-5 years of experience
Supervises nine tellers to ensure that procedures are being followed; make decisions and answer questions when issues may arise
- Ensures that the daily activities of the teller line are running smoothly and correctly/ thoroughly through assigning duties and creating schedules
- Responsible for training new Tellers/CSR's as needed
- Compiles reports for manager as needed
- Works as CSR maintaining customer information/files
0-5 years of experience
Recruited to participate in the development of a de novo branch, open date March 2012
- Responsible for outbound activities such as telemarketing, attending local community events, and blitzing to acquire and build client base
- Assist in planning events for customer appreciation and promoting the branch
- Establish operation processes and branch files in compliance with audit guidelines
- Lead teller team in client excellence, sales and ensuring daily activities are operationally sound
0-5 years of experience
Supervise a team of tellers, conduct one-on-one meetings with each teller, and provide motivation.
- Handle issues and problems as they arise and provide solutions.
- Trained tellers on cash drawer procedures, bank policies and operations procurements.
- Remain accountability over all tellers in protecting financial assets.
- Design and implement systematic processes for monitoring cash and financial transactions.
0-5 years of experience
Accepted Billing payments
- Assisted in training new employees
- Understanding and practicing bank policies
- Exercised professionalism and good judgment to maintain superior customer service
- Ability to handle emergency situations and settle disputes in tense atmosphere
- Handled vault, safe-deposit, ATM and night-drop activities
0-5 years of experience
Responsible for ensuring the overall Operational Excellence of the Teller Line
- Provide customer service on the banking floor including the resolution of customer inquiries
- Facilitate and supervise daily teller and store operational activities; including delegation of work assignments, scheduling, and monitoring work flow
- Working with store management as well as human resources regarding new hires, employee relations issues and follow up on corrective action reports
- Supervise a staff of 10-15 employees
- Monitor and manage several areas of company budgets
- Staff Scheduling
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