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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary

Service Manager
with high levels of integrity and accuracy. Experience in cash handling, balancing drawers, and Operational
Procedures such as Branch audits, which include Vault, Atm, and processing and correcting MIS and CTR
transactions reports. Monitoring, Mentoring and Coaching other Tellers performance, as well as Having extensive
knowledge of platform Banker side which include banking products and different types of loans for clients.
Experience in Establishing Loyal Clientele, and Strongly committed to provide clients and customers with an
Outstanding and Superior Service making their lives better, with an Outstanding Mentor Team Friendly Helping
Spirit. Dedicated to enhancing underwriting department operations with an analytical and disciplined approach. Able to work with minimal direction to solve problems, resolve conflicts and respond to customer inquiries.

Skills
  • Self Motivated.
  • Extremely Organized.
  • Goal Oriented.
  • Excellent time Management Skills.
  • Self Sufficient
  • Branch Banking Operations Expertise.
  • Extensive knowledge of Banking laws, and regulations.
  • Strong Team Builder.
  • Proficient in Microsoft Programs, such as MS Office.
  • Positive.
  • People Oriented.
  • Friendly.
  • Trusted Key and Combos Holder.
  • Proficient In Cash Management.
  • Execute Operations Deadlines.
  • Team Player.
  • Strong Verbal and Written Communication Skills.
  • Team Leadership aptitude.
  • Math aptitude.
  • Rapid 10-key data entry.
  • Detail Oriented.
  • Flexible.
  • Banking Referral, and Sales expertise.
  • Cheerful Leader.
  • Night and Safe Deposit Knowledge.
  • Approachable.
  • Cash Handling Expertise.
  • Quick Learner.
  • Mentor and Humble Honest Spirit.
  • Reliable and Punctual.
  • Fluent In English, Spanish, and Portuguese Languages.
Work History
06/2018 to Current
Lead Teller Premier Federal Credit Union Charlotte - Ashley Rd, NC,

Executed customer transactions, 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 area.
Processed quarterly Vault and ATM audits with a zero error rate.
Pulled daily branch Cash Advance, Cashier, and money order, teller over-short reports.
Collected member loan payments.
Sold cashier's checks, traveler's checks and money orders.
Executed wire transfers, stop payments and account transfers.
Processed exchange and foreign currency.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Maintained friendly and professional customer interactions.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial
information.
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA
Patriot Act, Privacy Act and Community Reinvestment Act.
Maintained confidentiality of bank records and client information.
Coordinated daily cash reconciliation at a high-volume location.
Advised clients on mortgage, educational and personal loans.
Verified data integrity and accuracy.
Responded to customer requests via telephone and email.
Process and Verified CTR and MIS reports.
Support Branch Manager Officer with daily operational functions.
Monitor Teller Performance by coaching them and giving them positive feedback on improvement
performance.
Recommend Banking products that fit properly to the clients financial needs.

04/2015 to 06/2018
Operations Supervisor Maximus, Inc. Aurora, CO,

Scheduled Tellers.

Executed customer transactions, 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 area.
Processed quarterly Vault and ATM audits with a zero error rate.
Pulled daily branch Cash Advance, Cashier, and money order, teller over-short reports.
Collected member loan payments.
Sold cashier's checks, traveler's checks and money orders.
Executed wire transfers, stop payments and account transfers.
Processed exchange and foreign currency.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Maintained friendly and professional customer interactions.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial
information.
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA
Patriot Act, Privacy Act and Community Reinvestment Act.
Maintained confidentiality of bank records and client information.
Coordinated daily cash reconciliation at a high-volume location.
Advised clients on mortgage, educational and personal loans.
Verified data integrity and accuracy.
Responded to customer requests via telephone and email.
Process and Verified CTR and MIS reports.
Support Branch and Assistant Manager Officer with daily operational functions.
Monitor Teller Performance by coaching them and giving them positive feedback on improvement
performance.
Recommend Banking products that fit properly to the clients financial needs.

08/2011 to 04/2015
Senior Personal Banker Banner Bank Florence, OR,

Expanded client base by promoting new financial products.
Promoted all financial products by maintaining excellent service offering knowledge.
Achieved consistent recognition as a top sales performer.
Maximized revenue through improved sales techniques and branch productivity.
Established rapport with new clients to increase satisfaction and loyalty.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Built client rapport to ensure consistent satisfaction and loyalty.
Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.
Sold financial products including stocks, bonds and mutual funds.
Answered clients' questions about the purposes and details of financial plans and strategies.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial
objectives, risk tolerance and other information needed to develop a financial plan.
Presented oral and written reports on general economic trends, individual corporations, and entire industries.

Recommended loan approvals and denials based on customer loan application reviews.
Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
Maintained friendly and professional client interactions at all times.
Executed customer transactions, 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 area.
Opened accounts with a cross sale ratio of 3 products opened.
Collected member loan payments.
Sold cashier's checks, traveler's checks and money orders.
Executed wire transfers, stop payments and account transfers.
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA
Patriot Act, Privacy Act and Community Reinvestment Act.
Received Employee of the Quarter Service award in may 2014.
Maintained confidentiality of bank records and client information.

Education
Expected in
Associate of Applied Science: Clinical Social Work/Counseling
New Mexico State University - Dona Ana Community College - Las Cruces, NM
GPA:
  • Human Services Coursework.
  • Marriage and Family Therapy Coursework.
  • Clinical Psychology Coursework.
  • Sociology Coursework.
  • Preventive Substance abuse, and addictions Coursework.
  • Preventive Family, and Relationship violence Coursework.
  • Family Social Services Coursework.
  • Speech, and verbal communication Coursework.
  • 3.9 GPA
Expected in 2012
High School Diploma:
El Paso Community College - El Paso, TX
GPA:

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Resume Overview

School Attended

  • New Mexico State University - Dona Ana Community College
  • El Paso Community College

Job Titles Held:

  • Lead Teller
  • Operations Supervisor
  • Senior Personal Banker

Degrees

  • Associate of Applied Science
  • High School Diploma

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