Center Representative Data Entry
Resume:
Tisha Smith
Banker with over ** years experience.
Blanchard, OK 73010
advgb1@r.postjobfree.com
I have been in banking for over 15 years, I have been a teller, call center representative, new account representative, teller supervisor and Assistant Manager. Looking to move up and excel in my career. Authorized to work in the US for any employer
Work Experience
Assistant Manager
First Fidelity Bank - Oklahoma City, OK
May 2022 to Present
Assist Bankers(Teller/new accounts) with any questions/ training. Coaching individuals on performance expectations
Hire, schedule, monitor/approve time sheets, manage attendance, and promote career development. Assist the Branch Manager with the day-to-day operations. Demonstrate leadership, create a caring place to work, while being positive and engaging. Participate in Retail and Bank-wide meetings.
As needed assist with Teller transactions and opening new accounts. Opening loans to meet yearly goal.
Banking Officer - Personal Banker
Prosperity Bank - Oklahoma City, OK
March 2021 to May 2022
Assumes responsibility for the effective and professional performance of financial service functions.
• Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
• Answers questions and solves problems for clients by listening, collecting data, and securing answers.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to develop methods of generating additional business.
• Approves wires up to a $20,000
• Overrides large deposits/withdrawals and GL’s
• Notary
Member Service Officer
True Sky Credit Union - Moore, OK
July 2020 to February 2021
Provide a single source of excellent service to members. Cross sell products and provide quality service. Accurately and confidently assist members with all loan and member service requests. Open new accounts
Open loans from start to finish, which includes:
New and used auto loans, credit cards, unsecured and secured loans Do teller transactions if short handed
Notary
TELLER SUPERVISOR
PROSPERITY BANK
July 2018 to July 2020
Work a Teller Window if needed
Approves Large Items ($2500 or more) for holds
Approves GL Debits/Credits
Overrides Large Cash Back Transactions ($2500 or more) Approves large Cash Checks ($1000 or more)
Sign Cashier's Checks after verifying goodness of funds and customer (special request only) Audits (Supervisor required to each teller and ALL Vault or ATM audits) Inputs Teller Over & Short on spreadsheet monthly
Works closely with LAC for any disciplinary actions involving outages or other performance issues Responsible for Collection Items and making sure Canadian items are properly sent and trains staff in following this policy and procedure
Clears Teller Cash Recon
Clears Proof Suspense
Clears Cash Items
Keeps track of CTR's and MIL's
Facilitates or handles the branch supply order
Facilitates or handles vault cash ordering and balancing daily Makes sure work is scanned in a timely manner
Does daily, weekly, monthly checks on all logs
Coaches staff in professionalism, job knowledge, product knowledge Cross trains and schedules training for further development of staff Mentors staff in development of sales and reaching goals Monitors certain EOD reports delegated (if applicable) Monthly Teller Score cards and conduct one-on-one meetings monthly Monthly Teller Assessments (coaching on customer service standards) Address and responsible for any facilities issues
Monitor dual control and cash security and all times Answer phones and give information to callers. Take messages or transfer calls to appropriate individuals.
Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements and ensure accounts are balanced. Create, maintain and enter information into databases. Operate office equipment, such as fax machine, copiers or phone systems. Greet visitors or callers and handle inquires or direct them to the appropriate person according to their needs.
Complete forms in accordance with company procedures. Provide services to customers, such as placement or account information. Load the ATM when needed.
Order checks when needed.
DEPOSIT BANKER
FIRST NATIONAL BANK & TRUST IF CHICKASHA
June 2016 to June 2018
Open new accounts, order debit cards, checks and raised card limits when needed. Review work done by others to check for correct spelling and ensure that company format policies are followed.
Order and dispense bank supplies.
Train and assist new tellers.
Set up and manage paper or electronic filing systems, recording information or other material. Answer phones and give information to callers. Take messages or transfer calls to appropriate individuals.
Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements and ensure accounts are balanced. Create, maintain and enter information into databases. Operate office equipment, such as fax machine, copiers or phone systems. Greet visitors or callers and handle inquires or direct them to the appropriate person according to their needs.
Complete forms in accordance with company procedures. Provide services to customers, such as placement or account information. Load the ATM and audit when needed
TELLER
LIBERTY NATIONAL BANK
July 2015 to May 2016
Answer phones and give information to callers. Take messages or transfer calls to appropriate individuals.
Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements and ensure accounts are balanced. Create, maintain and enter information into databases. Operate office equipment, such as fax machine, copiers or phone systems. Greet visitors or callers and handle inquires or direct them to the appropriate person according to their needs.
Complete forms in accordance with company procedures. Provide services to customers, such as placement or account information. Load the ATM when needed.
CSR/TELLER
ALL AMERICA BANK
March 2007 to July 2015
Review work done by others to check for correct spelling and ensure that company format policies are followed.
Order and dispense bank supplies.
Train and assist new tellers.
Set up and manage paper or electronic filing systems, recording information or other material. Answer phones and give information to callers. Take messages or transfer calls to appropriate individuals.
Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements and ensure accounts are balanced. Create, maintain and enter information into databases. Operate office equipment, such as fax machine, copiers or phone systems. Greet visitors or callers and handle inquires or direct them to the appropriate person according to their needs.
Complete forms in accordance with company procedures. Provide services to customers, such as placement or account information. Load the ATM and audit when needed
Open account via the web, order new debit cards and raise limits. Education
DIPLOMA
MUSTANG HIGH SCHOOL
1999 to 2002
Skills
• 10-key (10+)
• Teller trainer (10+)
• New accounts(1 yr)
• Cash handling (10+)
• Banking (10+)
• Debits & Credits
• Account Reconciliation
• General Ledger Accounting
• Bank Reconciliation
• Journal Entries
• Office Management
• Basic math
• Cash handling
• Customer service
• Time management
• Leadership
• Supervising experience
• Customer relationship management
• Auditing
• Accounts Receivable
• Accounts Payable
• Retail sales
• Microsoft Excel
• Microsoft Office
• Loan processing
• Management
• Employee relations
Certifications and Licenses
Notary Public
October 2020 to October 2024
Assessments
Supervisory skills: Motivating & assessing employees — Familiar October 2020
Motivating others to achieve objectives and identifying improvements or corrective actions Full results: Familiar
Data entry: Accuracy — Familiar
December 2020
Entering data quickly and accurately
Full results: Familiar
Principles of accounting — Familiar
December 2020
Preparing financial records according to federal policies Full results: Familiar
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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