Specialist Ii Teller Supervisor
Resume:
Diane Chambers
******************@*****.***
Work Experience
Banker/Teller Supervisor/Client Solution Specialist II
Agree on buying or selling prices at optimal levels for clients.
Keep accurate records of transactions.
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
Complete sales order tickets and submit for processing of client-requested transactions.
Report all positions or trading results.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Discuss financial options with clients and keep them informed about transactions.
Identify opportunities or develop channels for purchase or sale of securities or commodities.
Develop financial plans, based on analysis of clients' financial status.
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
Supervise support staff and ensure proper execution of contracts.
Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Monitor bank vaults to ensure cash balances are correct.
Meet with applicants to obtain information for loan applications and to answer questions about the process.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Submit applications to credit analysts for verification and recommendation.
Cross-selling banking services and products to clients. Accountable for retaining current customers as well as soliciting business to discuss financial solutions and to create a partnership for our Workplace Banking program. Counsel high net-worth individuals with referring to PNC Investment.
Work History
2021-2024 Branch Banker Sr. PNC Bank Niles, OH
2016-2021 Client Solutions Specialist II PNC Bank Pittsburgh, PA 2012-2016 Work Place Banking PNC Bank Akron, OH
1987-2012 Teller Supervisor, Banker PNC Bank Warren, OH Education
High School Diploma Sharon Senior High School Sharon, PA Certification
American Institute of Banking
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