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Customer Service Sales

Friendswood, Texas, United States
18.00/ hour
January 01, 2018

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Julie Griswold

**** **** *** **** **** #****

Friendswood, Texas 77546



Work Summary and Qualifications

More than 15 years of experience in the financial industry, administrative support, sales and marketing, including supervising and training of employees.

Self-motivated, organized, with the ability to prioritize tasks, Excellent written and oral communication skills, including the ability to interface with a diverse range of customers, clients, co-workers, and management. Team leader who establishes goals and motivates employees to achieve objectives.

Seeking a challenging career that will display my ability to thrive in any environment where my experience may be utilized to contribute and increase efficiencies of the organization.

Professional Experience

May 2016-Present-Regions Bank-Pearland Texas-Branch Service Leader

A Branch Service Leader ensures branch operations and compliance-related tasks are completed as well as leading and directing teller staff and teller operations while supporting policies, procedures and processes within the bank. I oversee all teller related tasks, providing guidance and direction to the teller team to insure strong service and operational performance. I support sales process through referrals, conducting observations and coaching the teller staff. As a Branch Service Leader I work with corporate support departments to ensure procedural consistency and adherence to internal controls and regulatory requirements.

January 2015-May 2016-Wells Fargo Bank-Friendswood, Texas -Customer Service & Sales Representative

As a CSSR I performed a wide range of services including exercising excellent customer service in all customer interactions and following up on Teller referrals and Teller job duties as necessary. CSSR’s principally center efforts on proactively servicing mass-market customers, selling basic products to existing customers. I provided prompt quality service to ensure customer retention and sales support. The CSSR’s key responsibility is to satisfy all of a customer’s service needs and to help them succeed financially.


November 2014-January 2015-Wells Fargo Bank, Webster, Texas -Lead Teller

A lead Teller preforms the same duties as a teller such as cash checks, withdrawals, process deposits, change orders, issue cashier and money orders, cash advances, traveler’s checks as well as process loan payments and have the ability to balance their cash drawer daily.

In addition to these duties a Lead Teller assists in work flow scheduling, handles compliance, auditing operations and regulatory issues. They also assist in teller approvals, teller training and/or supervision. A Lead Teller responds to inquires/problems and often handle more complex service transactions.

2012-November 2014-Wells Fargo Bank, Friendswood, Texas-personal Banker

As a Personal Banker, I worked closely with customers, putting them first and foremost on a daily basis. I delivered exceptional customer service, finding the right solutions for their needs. With a broad knowledge of banking services available, I have been able to support personal and business banking needs. I provided financial and credit services to customers, including consumer and business checking /savings accounts, credit cards, home equity loans and personal loans. I managed customer portfolio, serviced relationships, and cross-sold financial products to acquire 100% of the customers’ business.

2004-2008 - Tom James Custom Clothing Company, Houston, Texas

Executive Assistant/Sales Assistant

Performed executive level administrative tasks for the vice president of sales [Company’s gross sales were approximately $250 million in 2005]. Responsible for coordinating meetings, travel schedules, teleconferences, and daily communications with existing and potential clients. Worked directly with the customer service and accounting departments solving billing or customer service issues. Handled all office duties as assigned included such printing proposals, ordering supplies, filing and teleconferencing in meeting rooms.

2000-2004 - QLS Family Fitness, Humble, Texas

Member Relations Manager/Front Desk Supervisor

Hired and supervised front desk staff. Conducted orientation and training for new employees, processed performance reviews, managed work schedules for staff.

Motivated and mentored associates and team leaders, providing all employees with necessary training and development to achieve personal and organizational skills.

Oversaw register, verified receipts, bank deposits, monitored daily sales and balances. Executed sales/marketing strategies and successfully exceeded sales goals.

Certifications and awards

oNotary for the State of Texas

oPersonal Banker Development Certification-2012

o1 year service recognition award 2013

oWinner of the 2014, Quarter 1 Credit Choices Star program

oLoss and prevention certification- 2012, 2013, 2014

oFraud detection certification 2013

Other Experience

Children’s Assistance Fund, Humble, Texas

Planned and participated in several non-profit fundraising events for under privileged seriously ill children. Solicited sponsors and volunteer support staff. Created advertising media, planned logistics, and supervised participant’s registration and completed any post event requirements.

Banking industry

Teller, Customer Service Representative, Personal Banker, Branch Service Leader

Computer Skills

Proficient in Microsoft Office

Microsoft Outlook/Excel

Aphelion Software program


San Juan College-Farmington, New Mexico

El Paso Community College-El Paso, Texas

New Mexico Junior College-Hobbs, New Mexico

References furnished upon request

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