Customer Service Financial Services
Resume:
JACOB
SIMPSON
*************@*****.***
Dallas, TX 75232
Proven leader in financial services, notably at Wells Fargo, where I spearheaded cash management and enhanced team performance through meticulous training and mentorship. Excelled in customer service and problem-solving, significantly boosting client satisfaction and loyalty. Expert in cash handling and team collaboration, I drive results and foster professional growth.
Qualified Associate banker with strong background in managing teller operations and ensuring compliance. Successfully led teams to enhance customer satisfaction and streamline processes. Demonstrated expertise in cash handling and problem-solving.
Professional banking specialist prepared for role, bringing solid experience in financial services. Strong focus on team collaboration, customer service, and operational efficiency. Adept at handling transactions, resolving issues, and ensuring adherence to compliance standards. Known for reliability, adaptability, and achieving results in dynamic environments.
Lead Teller successfully displaying customer-first mentality while interacting with customers. Understanding and empathetic communicator adept in connecting with others to meet banking needs. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Experienced with managing teller operations and customer interactions. Utilizes skills in financial transactions and team leadership to optimize service delivery. Track record of maintaining compliance and enhancing customer satisfaction.
PROFESSIONAL SUMMARY
SKILLS
• Positive attitude
• Customer service
• Problem-solving
• Attention to detail
• Cash counting
• Goal oriented
• Trustworthy and honest
Verbal and written
communication
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• Punctual and reliable
• Transactions processing
Team collaboration and
leadership
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• Problem resolution
Wells Fargo - Lead Teller
Dallas, TX • 01/2022 - Current
WORK HISTORY
Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
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Assisted in training new tellers to ensure a consistent level of excellent service across the team.
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Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
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Mentored junior tellers, fostering professional growth and improved performance within the team.
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• Investigated and promptly resolved issues with patron accounts. Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
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Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
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Introduced customers to other bank team members to help meet financial needs.
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Bethune-Cookman University
Daytona Beach, FL • Expected in
05/2025
Bachelor of Arts: Journalism And
Mass Communication
EDUCATION
Loomis Armored - Teller
Dallas, TX • 08/2020 - 01/2022
Walmart - Cashier
Columbia, SC • 12/2017 - 01/2020
Replenished ATM funds in empty canisters prior to validation process.
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Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
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Disbursed cash and checks accurately while maintaining security of cash drawers.
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Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
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• Processed customer transactions promptly, minimizing wait times. Monitored and reported suspicious activity in line with bank security policies.
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Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
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Managed high volumes of cash movement accurately, supporting the ongoing operation of the branch effectively.
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Maintained a reliable and up-to-date knowledge of compliance regulations and cash handling best practices by participating in ongoing professional development opportunities.
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Greeted customers entering store and responded promptly to customer needs.
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• Welcomed customers and helped determine their needs.
• Worked flexible schedule and extra shifts to meet business needs. Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
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• Built relationships with customers to encourage repeat business. Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
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• Restocked and organized merchandise in front lanes. Assisted customers with returns, refunds and resolving transaction issues.
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Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
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Helped customers complete purchases, locate items, and join reward programs.
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Contact this candidate