Sharon Taylor

Lewisville, Tx

951-***-****

ad2pq0@r.postjobfree.com

Summary:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned with my 30 plus year experience in Financial Institution. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities as needed. Truist Bank Lewisville, Tx

University Banker II- 03/2022-Present

• Ensures a consistent client service experience through primarily handling clients’ transactional needs, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders, cashier’s checks and redeeming savings bonds.

• Performs more complex transactions (with assistance as necessary) such as: large commercial deposits, ATM servicing, vault/cash ordering, teller cash recycler, close out transactions, cash advances, loan exception clearing.

Supports team sales process by making client calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.

• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

• Serves as secondary contact for new account openings and problem resolution, cross-selling applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

• Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. BBVA/PNC Bank Ca/Tx

Branch Banker, 03/2015- 3/2022

• Accurately open any account with complete documentation and complete the follow up

• phone calls and thank you cards with the required timeframes

• Process deposits and pay out funds in accordance with bank procedure, recording all

• transactions accurately and balancing each day’s operations

• Greeting all customers immediately meeting our Service Excellence Pledge standards.

• Build account relationships by effectively cross selling and referring additional products

• and services to the appropriate department.

Processing bank and vault transactions, ensuring accuracy and timeliness

• Preparation of shipment and deliveries, money transfer transactions, and handling deposit

• Maintaining daily cash levels on ATMs, responding to calls and correspondence,

• producing progress reports, and maintaining an accurate record of all transactions

• Ensuring that the bank maintains acceptable coin and cash levels, ordering more or

• shipping out excess amounts as needed, and monitoring cash levels for ATM canisters

• Keeping a vault log, a log of money shipped via armored carriers, and currency taken out

• of circulation, such as mutilated bills or coins

• Monitor all currency in vaults in adherence to the bank's standards and policies.

• Provide expectations customer service, involving receipts and payment of cash, while

• working in a high-volume sales environment

Educates customers on options for managing financial transactions by leveraging

• technology, tools and resources.

• Manages the customer experience by identifying opportunities to improve the customer's

• financial wellbeing.

Participates in branch daily operations, ensuring they are completed in an efficient and

• accurate man

• Drives proactive sales conversations through internal and outbound interactions with a

• defined sales process including outbound calling, service to sales, teller interactions,

• appointment setting and effective lobby engagement, ultimately elevating client loyalty.

• Exceeded expectations in all customer satisfaction survey areas and sales goals Comerica Bank, Phoenix, AZ

Customer Service Representative II- 08/2012-07/2013 Orange County Credit Union, Anaheim, Ca

Concierge/Teller III- 10/2007-08/2011

Washington Group International, Redland, Ca

Project Recorder 01/2007-09/2007

Inland Empire National Bank, Riverside, Ca

Sr. Teller 02/2005-08/2005

Citizens Business Bank, San Bernardino, Ca

Customer Service Rep. 05/2003-11/2004

Downey Savings and Loan, Dana Point, Ca

Customer Services Supervisor 01/1999-01/2003

Bank of San Clemente, San Clemente, Ca

Merchant Teller 08/1982-1998

Education and Community Involvement:

Marci College- Medical Coding and Billing

Saddleback Community College-Business Asst.

Omega Relationship Selling-Customer Service

American Banking Institute- New Account

Computer Skills:

Microsoft office, Sale-force, Client Vista, Argo, Edge, Genesis, Scanning/Faxing, Client Center References:

Provided upon request

Contact this candidate