Customer Service Sales
Resume:
Tanya M. Paul
************@*****.***
Customer Services, Banking and Product Knowledge
SUMMARY
Expertise in administrative support, customer service skills, attentiveness, and information retention.
Strong supervision with both customers and employees.
Strong organizational, technical, time management and communication skills.
Endorsed by solid credentials and proficiencies in (MS Office Suite).
Knowledgeable of banking laws and regulation compliance.
14 years of banking experience: Teller, Teller Lead, Vault Teller, Sales and Service Representative, and Client Service Representative.
AREAS OF EXPERTISE
Effective problem-solving, Data Archiving
Administered Staff Training and Development
Compliance Coaching, Training,Execution
Supervision and Project Management
Effectively employed knowledge of company risk management and loss prevention procedures.
Performed accounting, accounts payable/receivable
Displayed the skills and ability to deliver leading services.
Performed basic and advanced teller transactions.
Used advanced knowledge of sales techniques and product specifications to increase company sales.
EDUCATION
Bachelor of Science, Management / Business Administration, 2018 – University of Phoenix
Associate of Science, Management / Business Administration, 2000 - Delgado Community College
PROFESSIONAL EXPERIENCE
SunTrust Bank
Client Service Specialist Atlanta, Ga Oct 2013-Mar 2015
Provided industry leading service while assisting with and supporting all aspects of sales, service and transaction activities in the branch.
Adhered to applicable regulations, internal controls, policies, procedures and the SunTrust Code of Conduct.
Handled a variety of tasks and priorities accurately and efficiently according.
Developed and expanded new client relationships.
Utilized resources to conduct consultative conversations and provide financial solutions that met client needs.
Identified and made appropriate referrals to other lines of business.
Assisted with clients transaction and service needs with additional activities related to sales opportunities, based on the needs of the branch.
Performed routine client maintenance requests, problem resolution and basic sales functions as well as basic teller transactions.
Knowledge of risk management and loss prevention.
Provided supervision and/or assistance needed with more complex platform tasks.
Interface with employees on needs relating to the employee’s specific job function, compensation, performance, and benefits.
Advised employees on foundation policies, procedures and guidelines.
Regions Financial Corp. New Orleans, La Feb 2007- Oct 2013
Vault Teller/Sales and Service Representative
Created strategies to develop and expand sales of services which resulted in a 60% increase in annual revenue; exceeded quarterly sales by 70%.
Executed customer transactions, including deposits, withdrawals, money orders, checks, etc.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Organized, stocked and maintained teller service window.
Continued education on current banking products and services through Regions Bank Annual WebEx Trainings.
Processed quarterly vault and ATM audits with a zero error rate; generated balancing record with 100% accuracy.
Opened accounts with a cross sale ratio of 1-5 products.
Consulted with clients regarding loan processes.
Monitored and maintained levels of vault cash.
Places orders for cash from the Federal Reserve Bank as needed.
Verified sums of coins and currencies received from functional units, customers and tellers.
Prepared and shipped excess coin and currency to the Federal Reserve Bank.
Identified customer's potential products and services needs and supported delivery of appropriate bank services.
Referred customers to other lines of business when additional financial needs are recognized.
Capital One Bank New Orleans, La Nov. 2000-Sept. 2006
Lead Teller
Adhered to policies and procedures and that regulatory compliance standards.
Completed require audits and reconciliations of consignment items and general ledger tickets.
Conducted audits of tellers, vaults, ATMs and currency dispensers.
Worked with Teller team to meet customer service expectations.
Demonstrated successful referral practices.
Mentored team and helped resolve customer issues.
Directed onboarding of new Tellers.
Conducted training sessions for staff on new policies, products and procedures.
Delivered on branch customer service standards.
Completed complex transactions and demonstrated mastery of Teller application transactions and processing Teller operations.
Owned responsibility of Teller line workflow, cash management and controls, and assisted other Tellers with accuracy in cash handling and balancing.
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