Customer Service Universal Banker
Resume:
AB
Ashley Bates
Professional Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands- on service and support, knowledgeable product recommendations and persuasive communication skills. Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 2 years of related experience to a challenging position with room for advancement.
Work History
United Community Bank - Universal Banker
Sylva, NC
01/2020 - Current
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
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Streamlined account opening processes for increased efficiency in new customer onboarding.
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Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
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Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
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Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
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***************@*****.***
Franklin, NC 28734
Skills
Loan Origination
Transaction Processing
Asset Allocation
Branch operations
Payment Processing
Customer Needs Assessment
Wire Transfers
Investment strategies
Deposit processing
Performance Tracking
Electronic Funds Transfer
Cash handling proficiency
Fat Buddies - Manager, Waitress
Franklin, NC
05/2012 - 12/2020
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
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Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
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Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
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Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
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Increased team productivity by implementing streamlined processes and effective communication strategies.
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Achieved departmental goals by developing and executing strategic plans and performance metrics.
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Reduced operational costs through comprehensive process improvement initiatives and resource management.
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Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
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Managed and motivated employees to be productive and engaged in work.
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● Accomplished multiple tasks within established timeframes. Maintained professional, organized, and safe environment for employees and patrons.
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Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
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Cross-trained existing employees to maximize team agility and performance.
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Maximized performance by monitoring daily activities and mentoring team members.
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● Onboarded new employees with training and new hire documentation. Customer Service
New Account Setup
Teller Support
Customer Service-Oriented
Education
10/2011
Southwestern Community College
Sylva, NC
GED
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