Learning Experience Store Lead
Resume:
**********@*****.***
Janice McDaniel
Objective:
To obtain this position; This position offers me an opportunity to utilize my skills, while
providing a challenging and learning experience for personal and future career growth.
Experience:
2017-Present
Umpqua Bank
Store Lead Bend, OR
·I act as a role model to other store associates. Accept and accurately process a variety of financial transactions for customers, including typical consumer and business transactions, such as, cashing checks and processing checking and savings account withdrawals and balancing duties, etc., while seeking opportunities to develop customer relationships and identify sales opportunities.
·I listen to the customer's financial needs and cross-sell other bank services and refer customers to other departments as appropriate, to support the customer's financial growth.
·I utilize basic sales techniques to deepen existing customer/prospect relationships, such as, new accounts and products that properly fit the need of the consumer or business customer.
·I work on assignments that are extremely complex and specialized in nature where independent action and a high degree of initiative are required in resolving problems and developing recommendations (i.e., small business lending). May help determine methods and procedures on new assignments.
·I accept and accurately process all financial transactions.
·I maintain responsibility for cash drawer and follow proper balancing procedures.
·I open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts and small business loans providing solutions with cash management and Retail Business Solutions.
·I am expected to proactively be involved in the growth activity of the store.
·I review and maintain knowledge of products, fees and policies to stay current on offerings for product suggestion on all lines of consumer and small business banking.
·I facilitate the review and assessment of the operational/audit requirements of the store. Provide input and support to any remediation or adjustments that will improve operational quality.
·I supervise other associates on day-to-day activities, and act in the Store Manager capacity when required.
·I demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes.
·I maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
2012-2015 Wells Fargo Bank
Service Manager Salem, OR
·I managed the teller service function to ensure prompt and efficient transaction
processing and the generation of sales through quality referrals.
· I created, trained and coached a successful service and referral teams.
· I was responsible for effective staff, salary administration and rewards.
· I was responsible for scheduling staff efficiently to maximize resources and achieved service and sales goals. I also ensured compliance with audit and operational regulations and guidelines.
· I also provided our customers with outstanding customer service.
2007-2012 Wachovia Bank/Wells Fargo Bank Salem, OR
Outbound Telephone Sales and Service Representative
· I work on different campaigns these campaigns are geared toward selling products to
customers who qualify for them. I am also the top seller on my team.
· I have also coached many of my teammates on my team to provide them with sales
tips and tricks and encouragement to help increase productivity in their sales.
· I have completed numerous amounts of training in all of the departments that our
financial institution provides and when our fellow teammates from these specific
departments need assistance when they have an overflow of calls I provide service to
them and to our customers. I assist our customers and handle numerous requests and
resolve any situation that is presented to me.
· I also provide floor support to my teammates and answer any questions they may have
or I will help them find the correct documentation that provides the proper information
to answer their question or resolve their issue with their customer.
· I have also been trained to take supervisor calls that consist of taking escalated
customer calls, customer complaints, customer compliments, and I also review
customers accounts for a possible refund if they qualify for one.
· I have also been trained to use many software programs such as: Excel, Power Point,
Microsoft Windows/Office/ Word and Vista, Works spreadsheets, and Works Database
and a few more that we use on a daily basis in order to fulfill our job requirements
appropriately.
· I opened accounts for customer(s), filled out credit card applications for customers, and I updated personal information for customers on a daily basis.
2003-2006 Pioneer Trust Bank Salem, OR
Bank Teller
· I cashed checks, encoded documents, transferred money, and answered phones,
prepared cashier checks and money orders. I would also do the morning mail, night
deposits, and escorted customers to their safety deposit boxes, counted the vault,
assisted with regular audits. I was the primary fill in for our drive up teller for
lunches/breaks and vacations. I would prepare special change and cash orders for our
business customers, faxed documents and made copies for certain types transactions,
and I also would provide my service to other duties that needed to be attended to.
· I also trained other tellers and provided them with assistance and proper information
and training in bank policies and procedures to further assist our customers efficiently
and accurately.
· I would provide our customers with outstanding customer service.
2002-2003 MAPS Credit Union Salem, OR
Financial Representative
· I cashed checks, encoded documents, transferred money, and answered phones,
prepared cashier checks and money orders. I would also do the morning mail, night
deposits, and escorted members to their safety deposit boxes, counted the vault,
assisted with regular audits. I also assisted in the drive window when I was needed. I
would prepare special change and cash orders for our business members, faxed
documents and made copies for certain types transactions, and I also would provide my
service to other duties that needed to be attended to.
· I was trained on how to use Excel, Power Point and other software programs that we
used daily to perform our jobs proficiently.
· I also would offer different products to our members that might suit their needs
according to their profile and would then cross sell and upgrade accounts for our members accordingly.
· I would provide our members with wonderful customer service.
Education:
· I received my Diploma in 1999 from Mckay High School.
·I have recently completed all the courses for my AAS/ Criminal Justice Degree and received my degree in December 2010. I currently have a GPA of 3.5 on a 4.0 scale.
Courses taken include:
General education Juvenile Justice Core
General electivesJuvenile Justice or HS Electives
Humanities/Fine Arts Criminal Justice Electives
Social Science Criminal Justice Core
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