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Skills

  • Process improvement
  • Operational improvement
  • Cross-functional collaboration
  • Cheerful
  • Interpersonal skills
  • Relationship building and management
  • Raw materials, packaging and production
  • Consumer banking specialist
  • Financial modeling
  • Accounting systems and software

Work Experiences

  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.
  • Achieved Innovation Award for branch adherence.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Kept track of customer behavior and followed strict protocols to prevent asset theft.
  • Reconciled debit reports, margin reports, and trade settlement reports to meet in-house goals and objectives.
  • Was given a regional branch recognition award for increasing sales by 2%.
  • Outperformed my quarterly sales targets by 9%.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 7%.
  • Dealt with foreign currency and exchange.
  • Effectively reduced standard errors by more than 7% using quality assurance and stakeholder engagement.

Summaries

  • Articulate
  • Expert in the use of computers and financial software that is automated.
  • Strengths in workflow optimization and data analysis backed up by Banking and Financial Services training.
  • Teller Operations Specialist was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Seasoned
  • Setting up services, transferring funds, and assisting with complex transactions are all skills that she possesses.
  • Teller Operations Specialist with 15 years of successful process improvement and strategic planning experience.
  • Dependable
  • Resourceful
  • Service-driven

Accomplishments

  • Trained and coached new tellers to minimize operational disruptions, reducing customer complaints by 78% over 2015.
  • Earned program Award in 2022.
  • Managed teller cash and inventory audits, reducing overall discrepancies by 58% and ensuring compliance with all banking regulations.
  • Led a multi-branch initiative that digitized customer transaction reviews, reducing manual effort by 21% and improving accuracy.
  • Facilitated framework by implementing program.
  • Developed and enforced accurate cash handling policies, achieving a 85% reduction in reconciliation differences over 2019.
  • Successfully led teller operations during system transition, maintaining transaction continuity for over 11 customers during peak times.
  • Supported branch’s transition to digital banking solutions, increasing customer adoption by 82% in 2016.
  • Effectively resolved discrepancies and variances in daily financial reporting, improving overall operational accuracy by 68%.
  • Exceeded branch sales targets for SAP, driving a 28% increase in monthly sales over 4 months.

Affiliations

  • Completion of Certified Customer Service Professional (CCSP) Program 2021
  • Member, National Association of Federal Credit Unions (NAFCU)
  • Regular Attendee, Bank Security Conference by initiative
  • Certified Teller Supervisor through OSHA Program, 2023
  • Association for Computing Machinery
  • Graduate, Community Bank Leadership Program 2017
  • American Society of Safety Professionals
  • International Association of Administrative Professionals
  • Affiliate, Federal Deposit Insurance Corporation (FDIC) Professional Network
  • Participant, Banking Leadership Development Program (BLDP)

Certifications

  • Business Process Design Specialist, Meridian, 2015
  • Certified Global Sanctions Specialist (CGSS), Meridian
  • Certified Banking Security Specialist, Denver
  • Customer Relationship Management (CRM) Certification, system
  • Certified Foreign Exchange Specialist (CFES), framework
  • Certified Bank Teller (CBT) - Lakeside Partners
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified AML and Financial Crime Professional (CAFCP), Brightline
  • Risk Management Certification (RIMS), the Midwest
  • Project Management Professional (PMP) – Project Management Institute (PMI)

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