Teller Iii Universal Agent Ii Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Bank professional with 18 years of successful experience. Top performer with track record of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating customers on banking products that meet their needs. Fluent in Spanish. Proven ability to lead and develop a team.

Work History
02/2016 to Current Assistant Team Lead / Teller III / Universal Agent II Ameris Bancorp | Suwanee, GA,
  • Supervise and schedule teller activities ensuring work is performed in accordance with policy and procedures/regulations.
  • Audit teller cash drawers and monthly alarm; balance CRM's, vault, Trism, over and short report.
  • Open and close accounts, sub shares, certificates.
  • Process new loan, real estate and credit card applications.
  • Cross sell products from credit bureau reports and other reports.
  • Daily open and close teller terminal accounts for cash assigned, received, disbursed.
  • Perform other duties, including but not limited to deposits, withdrawals, money orders,official checks, loan payments, address change, process night drops and mail, cash advance and coin machine balancing.
09/2012 to 01/2016 Branch Banker IV BB&T Bank | City, STATE,
  • Sell retail & business banking products and services to customer and prospects.
  • Provide financial and credit services with the goal of acquiring 100% of the customers' business.
  • Identify cross sell opportunities and make outbound sales calls to increase products per customer ratio.
  • Develop relationships with BB&T partners to maximize sales opportunities and achieve sales standers.
  • Serve as contact for client problem resolutions and perform maintenance for current clients regarding deposits, credit, convenience and other products and services.
  • Perform transactions such accepting deposits and loan payments, verifying cash and endorsements, cashing checks, issuing money orders, cashier's checks, cash advances, and redeeming savings products.

01/2007 to 08/2012 Personal Banker II JP Morgan And Chase | City, STATE,
  • Consistently meet monthly/quarterly sales and cross sales and cross sale goals for retail/business loans, deposits and insurances.
  • Discuss savings and checking plans and services, loans, interest rates, minimum balance requirements and insurance coverage with customers in order to determine their needs preferences.
  • Sell, refer and take applications for consumer and mortgage loans.
  • Deliver prompt, high energy, exceptional customer service at all times.
  • Respond to all customer inquiries and service issues in timely manner.
  • Consistently reach out to customers and set appointments for banking products and financial reviews.

07/2000 to 01/2007 Asst. Branch Manager / Personal Banker / Sr. Teller BankAtlantic | City, STATE,
  • Assist in managing and coaching the sales process throughout the branch.
  • Supervise, coach and provide technical assistance to the branch staff.
  • Oversee and direct employees to ensure great customer service.
  • Intervene, as necessary and deal with difficult customers and unusual situations.
  • Prepare monthly, quarterly, semiannual and annual audit reports to achieve a satisfactory rating on branch audits.
  • Determine the appropriate action to take regarding accounts with uncollected funds, overdrafts and negative balances for transactions.
  • Make decisions for personnel regarding employment, training scheduling, performance appraisals, salary changes, promotions, transfers, corrective actions and terminations.
  • Oversee the profitability of the branch operation and general ledger.

Expected in Associates of Arts | Florida Intl. University, Miami, Fl. GPA:
  • Successfully accomplished the #1 MFS Br, at St. Cloud for 2017at CFE.
  • Successfully accomplished the #1 MFS referrer in 2016 within 8 months of arriving at CFE. Also referrals were double of what everybody made in the company.
  • Successfully achieved credit life/disability goal for the 1st quarter in 2017, 3rd in the company with 161.2%.
  • Successfully accomplished the BB of the quarter two times in 2014 & 2015 for BB&T Bank § Successfully became at Chase the #1 Personal Banker in sales for the Central Fl. District for 08, 10& 11
  • Successfully established Bird Road Br. at BankAtlantic as the #1 branch in customer service and sales for the south region in 03, 04 and 06
  • Successfully accomplished 03,04 and 06 Assistant Branch Manager of the year for the south region at BankAtlantic

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Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Florida Intl. University
Job Titles Held:
  • Assistant Team Lead / Teller III / Universal Agent II
  • Branch Banker IV
  • Personal Banker II
  • Asst. Branch Manager / Personal Banker / Sr. Teller
  • Associates of Arts