Receptionist Resume Example
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RECEPTIONIST
Summary
Enthusiastic clerical professional with 22 years of experience helping customers and teammates in the banking and service industry environment. Gifted at maintaining upbeat attitude while greeting and interacting with customers, answering calls, performing banking tasks and providing administrative support.
Skills
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Experience
03/2020 to Current
ReceptionistFenwick & West Llp － Foster City , CA
- Organizing files for clients and bookkeepers; shipped paperwork for clients for end of year.
- Answering phones and forwarding clients to their correct bookkeeper.
- Scanning, and Ordering supplies; helped prepare year end reports.
- Proofed Documents, filing, calling IRS,, , Dept of Revenue.
- Answered and directed incoming calls using multi-line telephone system.
- Greeted visitors, assessed needs and directed to appropriate personnel.
- Received incoming packages and mail, dispersed parcels and shipped outgoing items for team of 8 Bookkeepers.
- Prepared, compiled and filed documents as well as reports presented to various parties.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
11/2017 to 11/2018
Member Service RepresentativeFirst Financial Credit Union － West Covina , CA
- Schedule and perform audits on tellers and ATM.
- Performed override authority for employee transactions, check holds, cash limits.
- Initiated wire transfers.
- Initiated, submitted, closed loans to include auto, RV's, boat, HELOC.
- Back up to Branch Manager.
- Opened/closed accounts.
- Researched loans, payments, teller transactions, etc.
- Assisted members with their digital banking issues, issued debit cards, reset passwords for various.
- Effectively communicated with internal/external co-workers, customers through e-mail, inbound/outbound calls, fax.
- Ordered money for the branch and multiple machines.
- Maintained strong knowledgebase of product options and sales promotions to better serve every customer.
- Evaluated customer account information to assess current issues and determine potential solutions.
- Consulted with customers regarding multiple products and service needs, addressing savings, checking, and loan concerns.
- Memorized company products and services to answer customer questions quickly and capitalize on upsell opportunities.
06/2011 to 04/2014
Lead TellerNew Mexico Educators Federal Credit Union － Las Cruces , NM
- Worked closely with shipyard customers to maintain a fast and easy way to do basic banking transactions and apply for loans.
- Input loans into system and collected all paperwork due.
- Closed loans, typed up titles for cars/motorcycles, etc.
- Cross sold all banking products.
- Balanced and audited all tellers, machines, paperwork.
- Initiated wire transfers.
- Key holder for branch.
- Led a team of 3 tellers.
- Ordered/shipped money from/to Federal Reserve.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
09/2007 to 03/2010
Head Teller/Vault TellerRegions Bank － City , STATE
- Played integral role within branch by providing excellent customer service both internal and external while meeting customers financial needs.
- Contributed to goals by coaching tellers to actively listen to their customers.
- Led coaching sessions with weekly/daily huddles.
- Handled customers inquires with follow up if needed.
- Reduced branch loss.
- Counsel high net worth customers for investment services.
- Ordered/shipped money to/from Federal reserve.
- Filled money orders for multiple businesses in the area.
- Supervised tellers to verify compliance with both federal and local regulations.
- Adhered to regulatory and company security and audit procedures.
- Received customer and banking center deposits from armored carriers and balanced deposits to accompanying manifest.
- Complied with vault procedures and controls
- Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
Education and Training
06/1994
High School DiplomaPlantation High School － City, State
Some College (No Degree): FinanceYork County Community College － City, State
Associates in Finance with a concentration in Banking
Some College (No Degree): BusinessEastern Florida State College － City, State
Certifications
- NMLS license #1143002
- Notary Public GG207685 Exp April 16, 2022
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Resume Overview
School Attended
- Plantation High School
- York County Community College
- Eastern Florida State College
Job Titles Held:
- Receptionist
- Member Service Representative
- Lead Teller
- Head Teller/Vault Teller
Degrees
- High School Diploma
Some College (No Degree) : Finance
Some College (No Degree) : Business
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