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Skills

  • Cross-selling optimization
  • Attention to detail
  • Organization
  • Business operations
  • Account reconciliation
  • Sales goal achievement
  • Mechanical aptitude
  • Budgets
  • Financial product knowledge
  • Project organization

Work Experiences

  • Achieved results over a span of 18 months.
  • Assessed security protocols.
  • Conducted calculations.
  • Looked for industry trends on social media and through online sources.
  • Answered 11 customer inquiries per two years.
  • Learned about common equipment, as well as manufacturer repair procedures.
  • Achieved 76% higher satisfaction rates.
  • Averted cash shortages or overages.
  • Answered 17 customer inquiries per 6 months about banking products, fees, and services, maintaining 79% positive feedback.
  • Achieved a 77% sales increase of HubSpot.

Summaries

  • Hardworking and meticulous, with a passion for mentoring technicians and empowering leadership to develop highly effective teams.
  • Costs were consistently reduced while profits were increased.
  • Accomplished Customer Service Teller.
  • Awarded Excellence Award in 2024.
  • Actively improved customer experiences.
  • Addressed account discrepancies.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Actively led and mentored 14 tellers.
  • Balanced and processed transactions with 18% accuracy.
  • Adept at multitasking.

Accomplishments

  • Identified and corrected account discrepancies worth $13, improving monthly auditing accuracy by 23%.
  • Balanced end-of-shift cash drawers with zero discrepancies over 7 consecutive months.
  • Monitored daily teller reports for suspicious activity, successfully identifying and reporting 10 potential fraud incidents.
  • Collaborated with the product team to implement new mobile banking functionalities, leading to 30% increase in online transactions over 6 months.
  • Designed and implemented a fast-track training module for time-sensitive transactions, resulting in a 22% increase in front-line teller productivity.
  • Guided clients on fraud prevention techniques, reducing incident rates by 38% over three years.
  • Collaborated with team of 7 in the development of standard.
  • Handled daily cash transactions exceeding $5 without discrepancies, ensuring all reconciliation deadlines were met.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved process which led to initiative.

Affiliations

  • Retail Leaders Industry Association (RILA)
  • Bank Compliance Association (BCA)
  • Lions Club
  • Institute of Financial Operations (IFO)
  • National Retail Federation (NRF)
  • National Notary Association (NNA)
  • Financial Services Institute (FSI)
  • Jaycees
  • American Payroll Association (APA)
  • American Customer Satisfaction Index (ACSI)

Certifications

  • Certified Customer Experience Professional (CCXP) by Customer Experience Professionals Association (CXPA)
  • ATM Management Certification by International ATM Industry Association (ATMIA)
  • Financial Customer Care Specialist Certification from Lakeside Partners
  • Certified Cash Management Specialist (CCMS) from method
  • Cisco Certified Network Associate (CCNA)
  • CompTIA A+ Technician
  • ServSafe
  • CompTIA Security+
  • Salesforce
  • Project Management Professional (PMP)

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