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0-5 years of experience
Accurately managed customers’ transaction, including check cashing, account deposits and withdrawals
- Secured confidential information and records using the highest of standards
- Maintained positive professional relationships with customers and coworkers
- Trained and developed incoming employees
- Handled customers’ inquiries and follow up if needed
0-5 years of experience
Provided guidance and workflow directions to tellers in the area of transactions, referrals and services.
- Provided approvals in accordance with bank’s policies and procedures when needed to complete certain transactions.
- Partnered with Service Manager on completing control tasks on a timely manner. Performed daily and monthly audits on all cash vaults and ATMs.
- Took ownership of Teller Journals and coached tellers on identifying solutions.
- Partner with Bankers to enhance, coach and motivate tellers and build a proactive relationship between the two job families.
0-5 years of experience
Have held three separate positions within Wells Fargo. These include teller, customer sales and service representative, and lead teller.
- Consistently met sales goals as teller. As CSSR, was placed in a roving role and delivered high quality service.
- As lead teller, managed teller line in supervisor’s absence. Accelerate team’s sale with coaching and motivation to ensure line met goal.
- Took on several duties outside of role such as daily sales success planner, ATM custodial duties, and training.
- Reduced branch loss as fraud champion.
0-5 years of experience
Filled in for store manager and service manager
- Trained, supervised and coached four tellers to achieve incentive payout
- Worked closely with Service Manager ensuring teller line was operating efficiently
- Managed and resolved customer conflicts
- Followed procedures and regulations to minimize fraud
6-10 years of experience
Leadership position accountable for soliciting consumer/business accounts and developing long lasting relationships with clients.
- Successfully developed tactics to increase sales goals and profitability within my branch.
- Receive and implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth.
- Counsel high net-worth individuals with regard to investment opportunities, credit opportunities, and monetary returns.
- Cross-sell banking services and products to clients.
- Participate in community events, such as the Chelsea’s Light, to professionally network alongside other managers and regional supervisors.
- Generated more than 20+ perfect surveys in customer service and obtained a top ranking sales goal every quarter.
- Developed a strategic sales campaign, assisting tellers to improve across the board and moving them into the leader boards.
0-5 years of experience
Supervised all tellers while working
- Handle responsibilities of approving transactions and scheduling workflow
- Perform the tasks of hiring and providing training to teller staff
- Provides excellent customer service while processing transactions, and recommending additional products and services to meet customers’ needs.
- Achieved Silver in sales 1st & 2nd quarter, and Gold in sales 3rd and 4th quarter of 2013
- Currently #3 in sales in the Downtown District, as well as Top 35 in State of Oregon
0-5 years of experience
Opened and close the branch. Maintained the Vault and associated security procedures. Opened and closed debit cards and handled account maintenance. Organized and removed files that had been truncated in the branch.
- Reduced loss to customer and bank by closing debit and credit cards and placing stop payments on checks.
- Supervision of six tellers. Activities including scheduling, oversight of employees and customer satisfaction.
- Audited cash drawers, ATM, teller cash dispensers, and main vault to balance daily.
- Responded to e-mail inquiries submitted by different departments to perform appropriate maintenance.
0-5 years of experience
Assumed the role of Lead Teller when necessary
- Implemented branch operational responsibilities
- Identified and referred sales opportunities
- Remained knowledgable on fraud and security bulletins
- Processed transactions within established policies and procedures to ensure operational excellence
- Maintained supply and sale of consignment items
- Oversaw daily operations and balancing of branch ATMs
0-5 years of experience
Delivered prompt, accurate and excellent customer service.
- Balanced daily cash deposits and bank vault inventory with a zero error rate.
- Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
- Trained employees on cash drawer operation.
- Adhered to [company name] security and audit procedures.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Examined checks for identification and endorsement.
- Maintained confidentiality of bank records and client information.
- Received regional branch recognition award for outstanding customer service
0-5 years of experience
Superior communication and organizational skills. Familiar with banking policies and procedures as well as banking products and services. Extensive knowledge of retail service, payment transactions and cash handling. Comprehensive knowledge of operating vault, coin vault, coin machine, day safe and ATM. Remarkable ability to effectively supervise, coach, train and inspire team members to excel. Excellent customer service skills and proven ability to recognize and respond to sales opportunities
- Assisted Tellers with out-of-balance reconciliations ensuring appropriate corrections are made.
- Informed and updated team about all operational, procedural and policy changes.
- Identified red flags to detect fraud and prevent losses to the Bank.
- Ensured all transactions performed are in accordance with established policies and procedures.
- Prepared weekly Teller work schedules and all work assignments to ensure all time periods are covered.
- Prepared daily totals and corresponding tickets for batch transactions.
- Handled customer inquiries regarding basic account information.
- Monitored and maintained an adequate supply of currency and coin’s.
- Balanced cash drawer and vault according to established schedule and performance standards
- Vault Custodian/Travelers Cheques Custodian/ ATM Custodian
0-5 years of experience
Ensure satisfactory audit ratings, manage critical operational metrics to minimize risks and losses
maintain high standards for security and account opening activities
- Utilize various sources and discover new opportunities to maximize profits – currently exceeded
- Assist in training entire branch staff to operate within company and federal regulations
- Coach and provide feedback to employees to be knowledgeable with policies and procedures
- Communicate performance, goals, and any policy or procedural changes during daily meetings
0-5 years of experience
Coached tellers on techniques to closing a referral
- Ensured all tellers daily work was processed accurately, accordingly and promptly
- Researched and reconciled teller difference reports
- Provided great customer
- Attended weekly Lead Teller conference calls
- Opened up new credit card accounts, deposit accounts and referrals to Wealth Management
0-5 years of experience
Distributing work to fifteen tellers and seven check imagers while supervising deposit processing and then settling the balance (extensive work with Windows Excel.)
- Strong organizational skills and time management, leading the floor, and directing staff meetings.
- Handling and processing of sensitive, confidential information accurately updating procedures and deadlines.
- Primary help resource/troubleshooter of time-sensitive complex problems for onsite staff and two branch locations.
- Responsible for the end balance of primary bank’s physical cash and online documentation and the end settlements for four different major banks.
- Performed routine maintenance and minor repairs to machinery.
- Responsible for the separation of numerous bundles of deposits for various banks, sealing bins, and authorizing them for vault inventory.
6-10 years of experience
Promoted from Teller to Lead Teller in only six months
- Train, evaluate, coach, schedule and motivate a team of six tellers
- Problem solver, trouble shooter and primary customer service banker
- Audit and balance tellers; precise and trustworthy teller banker
- Singled out to receive seven “Shared Success Awards”
- Changed status to part-time on May 2011, but still take responsibility
0-5 years of experience
Managing and resolving customer concerns and conflicts
- Implementing operational processes to minimize risk
- Actively working with minimal supervision and providing coaching to other tellers through implementation of sales and service techniques learned
- Proactively working with management to maximize effectiveness and efficiency through delegation of responsibilities
- Working individually and collaboratively to complete multiple tasks simultaneously within assigned timeframe or before due
0-5 years of experience
Provide exceptional customer service both face to face and on the telephone for all bank customers.
- Process teller transactions quickly, efficiently, and professionally while interacting with customers, deepening relationships, and determining further needs.
- Responsible for all areas of operations of the branch, including conforming to bank and government audit policies, compliance, disclosures, and legal matters.
- Assist the manager in all capacities as needed.
- Responsible for training, scheduling, and supervising of tellers, including supervisory authority for transactions up to $1,000,000.
- Review documentation such as checks and signature cards for legitimacy and prevention of fraud.
- Act as Vault Custodian for the branch, maintaining branch cash averages up to $450,000, ordering and shipping currency, and balancing the vault and cash drawer on a daily basis.
- Knowledge and experience in all branch entities, including vault, ATM’s, teller cash dispensers, scanners, cash counting machines, and telephones.
- Contribute to overall team environment with fellow employees and customers in a positive, friendly and respectful manner.
0-5 years of experience
2014 Supervises and coordinates activities of workers engaged in receiving and paying out money.
- Keeping records of transactions in bank and similar financial institutions.
- Train employees in customer services and banking procedures.
- Adjusts customer complaints.
- Ensures supply of money for financial institutions needs based on legal requirements and business demands.
- Performs other duties as described under supervisor master title.
0-5 years of experience
Responsible for training and supervising tellers in daily activities including customer service, cash handling, store operations, and sales.
- Ensures the team’s proper adherence to store policy and procedure regarding cash handling, ethical sales practice, and customer service.
- Primary assistant to the Branch Service Manager.
- Consistently recognized as a valuable team member in the areas of sales and service.
0-5 years of experience
Demonstrate leadership within my team, set a high example as a role model and member of the management team in a demanding professional work environment.
- Assist store and service managers in day to day operations.
- Developed a basis of regular customers, through loyalty and great customer experience.
- Responsible for a number of activities which include performing at a high sales level, teaching team members areas of growth and opportunity (bonus payout, promotions) explaining the why? To the reasoning and to not settle for minimum standards.
0-5 years of experience
Overseeing and managing critical operational metrics to minimize risks and losses
- Preparing team for satisfactory audit readiness through one-on-one testing reviews
- Supervising teller staff for transactional accuracy and efficiency
- Educating associates with company policies & procedures to ensure quality deliverance of products and services
- Displaying strong communication & analytical skills to effectively resolve conflicts
- Identifying coaching needs for branch associates to deliver impeccable customer service
0-5 years of experience
Process transactions accurately and efficiently in accordance with policy and procedures to prevent bank losses.
- Directly manage tellers and oversee all teller line activities within the financial center.
- Coach teller team to help grow customer relationships by identifying opportunities and referring to the appropriate salesperson.
- Oversee daily staffing including breaks and lunches to minimize wait times and enhance service levels.
- Actively participate within the financial center team meetings to ensure financial center’s goal are achieved.
- Train tellers and conduct yearly reviews supported by service leaders.
0-5 years of experience
Responsible for overseeing teller transactions and ensuring proper procedures are followed
- Authorize any transactions that exceed teller limits by carefully reviewing the transaction
- Process over 1,000 cash and non-cash transactions on a weekly basis through the SVT software
- Accountable for the daily maintenance and balancing of cash in excess of $500,000
- Reach and exceed sales goals of 50 new checking accounts per quarter
- Analyze daily reports and assist in strategic implementation
- Maintain gracious relationships with clients on behalf of the bank
- In charge of training new employees and making sure they abide by Wells Fargo Policy
- Accountable for the creation of a weekly schedule which consists of 5 tellers to ensure there is proper staffing and no conflicts
6-10 years of experience
Work with 5 teller/customer service professionals, responsible for more than 300 retail and restaurant cash accounts.
- Support customer service reps in various customer relationship monitory matters.
- Quickly and effectively solve customer challenges.
- Maintain balanced vault daily, making sure deposits are deposited on a timely manner to ensure customer receives credit and interest per their bank contracts.
0-5 years of experience
Promoted from teller to lead teller in January 2013.
- Processes transactions, both personal and commercial.
- Promotes bank products by uncovering customer needs through interactions.
- Maintains company policies as well as federal regulations.
- Provides excellent service to customers by greeting genuinely and processing transactions quickly and effectively.
- Refers customers to appropriate partners and departments by addressing customer concerns.
- Maintains consistent professionalism during peak hours and during problematic situations.
- Current pay rate $13.86/hour, 40 hours weekly.
0-5 years of experience
Providing excellent customer service with new and existing customers
- Exceeded all sales goals for two consecutive quarters
- Coaching and Training tellers on sales and compliance
- Taking responsibility of Service Manager when one is not present
- Running daily reports and proper retention of documents
- Identifying additional financial growth opportunities for Wells Fargo Members
0-5 years of experience
- Record all transactions promptly, accurately and in compliance with bank procedures
- Upheld high confidentiality standards
- Handled customer service complaints by diagnosing issue and a presenting solution
- Received personal service accolades for exceeding expectations
- Maintained due diligence in positively verifying customers and their transactions
0-5 years of experience
Perform Lead Teller duties and fill-in Service Manager at busiest [company name] in Henry Market
- Dedicate extra effort into solving transaction errors from computer glitches creating accurate balancing
- Manage and lead teller team to become knowledgeable of bank products and customer satisfaction
- Enthusiastic, goal oriented and customer service champion; received 4th Quarter Champion in 2011
0-5 years of experience
Maintained and balanced a cash drawer
- Cross sold bank services and products for Wells Fargo partners
- Provided excellent customer service
- Safe deposits, merchant/vault, ATM processing, bonds and coupons, foreign currency and night
- Coaching and training new Tellers, providing feedback for development
- Preparing for audits, handling cash shipments and receiving cash orders
- Constructing team member schedule 3 weeks in advance
10+ years of experience
Responsible for departmental training and implementation of customer service initiatives
- Responsible for implementation of departmental policies and procedures, as well as daily reconciliation
- Responsible for supervision of five employees
- Responsible for Referral Enhancement/Marketing with new customers
0-5 years of experience
Coaching and training the teller team to process transactions accurately and efficiently.
- Ensuring banking center compliance is within federal regulations.
- Handling responsibilities of approving transactions
- Promoting banking retail products such as credit cards, CD’s, IRAs, checking and saving plans according to customer needs
- Processing financial transactions such as checks cashing, saving and checking deposits, withdrawals, credit cards and loans payments and performing various back office functions
0-5 years of experience
Responsible of opening and closing the bank.
- Handle large amounts of currency.
- Worked with several computer programs.
- Provided great customer service to clients.
- Managed six to seven tellers.
- Responsible for ordering and selling cash to Federal Reserve.
- Responsible for working with bankers to give them possible banking leads.
6-10 years of experience
Direct day-to-day teller and retail operations in sales and service
- Teller scheduling; assigned responsibilities as needed
- Refer to platform using IRIS/GAIN models
- Performed opening and closing procedures
- Facilitate teamwork; worked productively with staff to develop team capabilities
- Oversee daily operations for audits/reconciliations
- Mentored and train new staff
0-5 years of experience
Promoted to Lead Teller as of January 1, 2015
- Lead team members to provide improved customer service
- Couch other tellers in how to resolve financial issues by providing effective solutions
- Build rapport with customers by engaging them in conversation
- Assist customers to begin their banking experience
- Multitask several responsibilities while providing excellent customer experience
- Meet or exceed daily sales goals for multiple product lines
0-5 years of experience
Record all Transactions promptly, accurately, and incompliance with bank procedures.
- Explain, promote, and advise on bank products and services.
- Receive, and verify loan, mortgage, and credit payments.
- Balance currency in cash draw at the end of the shift.
0-5 years of experience
Successfully train team members of 5 tellers to excel in quality sales and up sell.
- Coach and motivate tellers to achieve superior levels of quality service.
- Supervise the daily cash procedures and ensure compliance with regulatory policies.
- Manage the teller’s time and organize placement around service.
6-10 years of experience
- Provide excellent customer service in person and over the phone by addressing all customer needs such as deposits, payments, loan referrals, and other monetary transactions.
- Perform research and adjustment of transaction errors, reconciling bank accounts, and performing GL adjustments.
- Recruit, interview and supervise in the training of new employees.
- Manage a cash drawer, perform daily balancing duties, and assist in bank reconciliation.
- Manage daily operations including: scheduling, coaching staff on customer service, bank regulations, and referral opportunities, preparing operational reports, and assessing branch needs through profit and loss.
- Originating and reviewing various bank products such as home equity loans, auto loans, credit cards and consumer and business bank accounts.
0-5 years of experience
Works with 40-50 customers on a daily basis, meeting the banking needs by either answering or referring their financial questions to the appropriate bank personnel
- Accepts and processes approximately 50-75 customer deposits and loan payments daily
- Maintains and balances a cash drawer of $50,000 at the end of the business day
- Secures the financial institution nightly by following appropriate bank opening/closing procedures
- Assists Branch Manager in coordinating, directing, and assigning work
- Monitors, orders, dispenses, and balances cash
- Trains new bank tellers to ensure that they follow policy and procedures, and to protect customer’s identities and money
- Carries out supervisory duties in accordance with organizations policies and applicable laws
- Makes judgment for staff (within limits of authority) pertaining to cashing/accepting checks/drafts.
0-5 years of experience
Provide courteous and professional teller service to clients.
- Responsible for the accurate and timely verification of customer deposits.
- Responsible for counting currency, coin, entering transactions into the computer, and balancing funds processed each day.
- Identify referral opportunities and makes appropriate referrals.
- Prepare daily paperwork according to branch procedures.
- Showing Leadership towards other tellers
- Cash and ordering shipment
- Assisting in overrides & verifying transactions
0-5 years of experience
Collect and mange secure confidential wire transfers for clients
- Process request for money orders through computerized system
- Troubleshoot equipment failures and printing for the front office tellers
- Manage scratch-off tickets levels and reconciled orders
- Daily cash reconciliations with invoices
- Extensive general clerical duties, copy, fax and filing
0-5 years of experience
Enhance customer experience and overall satisfaction by aligning products and services with client’s needs
- Hire and train new tellers on policies and procedures
- Manage and balance vault and order foreign and domestic currencies
- Ensure cash flow meets daily branch operational demand
- Process accounts payable for regional business banking center
6-10 years of experience
High-profile personal banker, accountable for soliciting business accounts and developing strategic alliances with clientele.
- Devise and implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth.
- Displayed organizational proficiency during dashboard monitoring, schedule coordinating and cash audits.
- Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
0-5 years of experience
Assist Store Manager and the Service Manager with Store production
- Ensure compliance with all operational regulations, and policies and procedures
- Schedule employees and monitor Click2Staff
- Perform observations on Tellers using the DBEs form
- Meet with Tellers for their One on One couching sessions
- Initiate staff motivation and innovation in a team environment
- Meet key performance indicators which target to promote WF solutions
- Managing complex customer concerns and transactions
- Establishing and maintaining effective working relationships with co-workers, clients, and the general public on a daily basis
0-5 years of experience
Educate customer with information on the features and benefits of lending products and answer all questions customer’s may have
- As a stage coach, provide on the spot coaching to tellers after customer interaction to enhance experience
- Oversee scheduling of tellers to ensure coverage.
- Complete peer evaluations on a daily basis to ensure company policies are followed
0-5 years of experience
Leading a teller line, providing assistance regarding risky transactions, potential fraud, and other issues.
- Balancing multiple cash drawers and shared cash lines daily and reconciling differences.
- Acting as a coach to help tellers exceed sales goals while maintaining ethical behavior and integrity.
- Knowledge of banking regulations (such as Regulation CC) and internal controls regarding cash and transactions.
0-5 years of experience
Direct customer interaction; provide customers with information and direction to better assist them with their banking experience
- Oversee teller transactions, perform daily vault balancing processes.
- Regularly open and close the branch office
- Offer additional services to each customer to meet branch sales goals
0-5 years of experience
- Trusted with situations requiring high-level problem solving and decision-making abilities
- Train tellers daily on sales techniques and applying a high degree of accuracy
- Communicate by listening to customers’ needs to present ideas and solutions
- Established client relationships by utilizing my interpersonal skills
- Ability to work independently and manage facility in absence of branch manager
- Enhance knowledge by training quarterly to remain current in all practices
- Assist management with inventories of keys, office supplies, shipments and approvals limits up to $100k.
- Promoted from Teller to Lead Teller in 1.5 years
0-5 years of experience
Open and close the branch
- Handle and balance a cashbox on a daily basis
- Grow and maintain relationships with customers
- Custodian of cash recycler, teller cash dispenser, and coin machine
- Deliver prompt customer transactions
- Part of successful internal bank audits
- Extended sales offers to customer and sent referrals to personal bankers
0-5 years of experience
Operations responsibilities include but not limited to ensuring satisfactory audit ratings, managing critical operational metrics to minimize risks and losses, maintaining high standards for security and account opening activities, helping to ensure the entire branch staff is trained and follows policies and procedures, and operating within the guidelines.
- Processes regular Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, cashing checks, verify currency, balancing cash drawer, night deposits, correct discrepancies and make necessary adjustments.
- Help Tellers to accurately handle customer transactions and to provide great customer service.
- Help Tellers make safe and simple referrals to bankers.
- Work with the Branch Manager to communicate branch performance and priorities during daily
- Strong probing, communication, analytical, problem solving, and decision-making skills to effectively
- Balance Automated Teller Machines (ATMs) as needed.
- Adheres to safe deposit box procedures, operations and guidelines.
0-5 years of experience
- As a Lead Teller at [company name]
- Assist Cash Department Supervisor in attaining monthly departmental goals
- Worked as a team player, co-operating with other employees in every job.
- Paid close attention to accuracy, especially with number, in clerical tasks such as sorting, filing, and looking up information at [company name]
- Updated member files per need for different departments, making sure that each entry was clear and complete.
- Used PC to update records at [company name], using word processing and symitar systems
- Copied and filed documents so that daily work done at Partner was correctly documented and all files were complete.
0-5 years of experience
- Perform teller duties with a high level of proficiency
- Minimize risk and adhere to proper procedure when approving high limit transactions
- Coach tellers around performing excellent customer service and excelling in sales
- Assist with cash shipments and activities for branch compliance
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Lead Teller
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
