Customer Service Universal Banker
Resume:
EXPERIENCE
Wellby Financial - Personal Banker
Houston, Tx • 04/2024 - 09/2024
Moody National Bank - Universal Banker
Galveston, Tx • 06/2023 - 02/2024
CONTACT
************@*******.***
League City, Tx 77573
SKILLS
SHANNON HOLLOWAY
Personal/Universal Banker
• Process loans for vehicles, RVs, boats, and other various loans as needed.
• Refinancing vehicle, personal loans for best rates.
• Loan quotes, rates calculated the best loan rates for members.
• Cross-selling other products that fit the member's needs.
• Opening Various Personal, Business, CD, and other various accounts.
• Referrals mortgage and financial investments.
• Cash Handling unlimited amounts of cash.
• Vault balancing, shipping, and receiving.
• Debit card printing, disputes, and fraud prevention
• Wire transfers through open text
• Received 10 on customer online survey
• Open text, Microsoft, Excell, Other banking software Provided customer service to clients, including answering questions and resolving issues.
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Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
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• Responded promptly to customer emails, phone calls and requests for information. Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
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• Maintained accurate records of all transactions conducted throughout the day.
• Processed loan applications according to established guidelines. Reviewed existing accounts for accuracy of information and compliance with regulations.
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• Recognized opportunities for cross-selling additional banking products or services.
• Teller Handling unlimited amounts of cash
• Teller limit is 25,000 per day
• Maintained cash drawer within guidelines of the bank Excellent communication
skills
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Strong sense of banking
ethics
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• Financial software
• MS Office proficient
• Rapid data entry skills
• Consumer banking specialist
• Sales expertise
Excellent time management
skills
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• Fraud Detection
• Drawer balancing
• Account updating
• Financial Advising
• Regulatory Compliance
• Cash Handling
Customer Relationship
Building
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• Financial record keeping
• Cash Drawer Balancing
• Banking
• Cash handling expertise
Compliance, banking laws,
and regulations
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Exceptional customer
service
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Woodforest National Bank - Teller/ Retail Banker Lll 07/2015 - 12/2022
EDUCATION AND TRAININ
G
High School Diploma
La Marque High School
La Marque, TX
• Customer service, 30 and over customers per day
Vault balancing procedures, ATM, making sure the bank balances at the end of the day
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• Preparing for audits, procedure changes and company policy Answering telephone calls from customers, customer service and emails for the needs and wants of the customer
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• Balancing drawer hourly and daily for overage or shortages
• Deposits, overdrafts travel notices, and withdrawals
• Handling fraud, text alerts, and disputes
• Banker- NMLS #2516178
• Notary services
• Knowledgeable of all accounts Moody National Bank has to offer. Opening and closing of personal accounts, business accounts, loans, CDs, and safety deposit boxes.
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• Mortgage, Auto, Personal, Business, and other loans Moody Bank has to offer.
• Quotes of CD rates, making sure the customer receives the best APY
• Issues lost, stolen, new debit cards and credit cards
• Wire transfers and Money Market accounts
• Assisting with mobile banking, bill pay, stop payments and holds
• Conducted the drive through for customer commercial or personal Microsoft Knowledge, Excel Knowledge, Paycom, Teller processing, Computer knowledgeable
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• Accomplishments- Retail Banker of the year 2015
• Promoted from Teller/Retail Banker l to Teller/ Retail Banker lll 2016 Teller Knowledgeable-Keeping in compliance with amounts, balancing of drawer, provided exceptional customer service to our customers to go above and beyond their needs in person and over the phone
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• Unlimited amount of cash handling and Balancing per day
• Assisted other Retail Bankers with approvals up to $5000.00 Included withdrawal, checks, money orders and cashier checks and deposits of money
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• Balancing of cash drawer, ATM and, vault
Ordering and shipping cash, reports, audits, control checks and teller machine opening, closing,
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• Opened new checking, savings and lines of credit for customer accounts.
• Trained employees on cash drawer operation.
• Meeting and exceeding monthly and daily goals of the bank Maintained confidentiality of all customer records and information according to company policies.
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• Assisted with disputes or discrepancies with any accounts Conflict resolution
techniques
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• Loans
Sam's Club - Cashier/Customer Service/Marketing
LA MARQUE, Texas • 08/1996 - 12/2013
Marketing and Developing Relationships for New and returning accounts to meet and exceed our daily, monthly and weekly goals
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• Excel, Microsoft Edge, Computer, Outlook and Word knowledgeable Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
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Ability to understand instructions, forms, applications and be familiar with financial forms and statements
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Customer Service - Answering phones, communicating with customers, inputting, answering emails, filing and faxing important documents in a timely manner
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• Going above and beyond to exceed the needs of any inquiries the customer needed Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
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Built and maintained client relationships through quality, personalized interactions.
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• Cashier / Customer Service-11 years experience
• Provided fast, friendly service to the customer
Provided the customer with knowledge about their membership cards, the services they had access to
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Made sure they knew about our credit services and other cards we provided so they could upgrade to a new card
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• Handled estimated 5,000 dollars in cash a day
• Came into contact with estimated 150 members per day
• Excel friendly
• Word knowledgeable
• Promoted from Cashier to Member Service Specialist
• Member Service skills - 4 years experience
• Handled refunds and exchanges the customer needed
• Developed research skills including in store and on line services Provided information to the customer about Sam's Club including merchandise, online services, and membership card information
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• Handled paper work for members with businesses and personal memberships Made sure they were informed about information and other services that were provided for them
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• Word friendly
• Cash handling up to but not limited estimated 10,000 a day
• Marketing- 2 years' experience
• Fast pace marketing skills
• Communicated with potential new customers
• Converted them into members
• Coordinated with businesses one on one about Sam's Club and the membership SUMMARY
Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly Teller committed to reaching business goals.
cards we provided
• Strengthened selling points so the businesses knew all services provided
• Always provided friendly service
Cross references make sure all services was understood with their new membership with any questions or concerns they had
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• Developed business relationships of 10 or more a week
Contact this candidate