Wendy Dabill
Fall River Mills
Summary
Proven achiever with extensive experience at Tri Counties Bank, adept in money handling and customer relationship development. Elevated client satisfaction and retention through exceptional service and financial product knowledge. Demonstrated professionalism and courtesy, consistently exceeding sales goals. Skilled in fraud detection and banking software, contributing to secure and efficient operations.
Overview
13
13
years of professional experience
Work History
Bank Teller III
Tri Counties Bank
01.2011 - 04.2024
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Counted and packaged currency and coins.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Reconciled cash drawer and resolved discrepancies.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Turned in excess cash to maintain drawer security.
- Audited fellow teller currency to contribute to dual-control procedures.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Assisted customers with compromised debit cards and issued new credentials.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Placed orders for customer checks and verified starting numbers.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Removed mutilated currency from circulation.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Sold and cross-sold bank products to new and existing customers.
- Prepared regular reports on transaction data for management review, assisting in the identification of potential areas for improvement.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Maintained accurate records of customer transactions in line with bank procedures.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Handled various accounting transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Monitored and verified suspicious activity on customer accounts.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Received loan and utility payments, sending funds to correct destinations.
- Trained new hires on customer service policies and procedures.
- Calculated fees due, interest and change for customer transactions.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Generated monthly reports on customer activity and customer feedback.
- Processed applications for new accounts.
- Wrote and distributed customer correspondence.
Mortgage Loan Coordinator
Tri Counties Bank
06.2016 - 06.2021
- Reduced loan processing time by prioritizing tasks and communicating effectively with team members.
- Provided ongoing support for clients throughout the loan application process, addressing concerns promptly to maintain satisfaction levels.
- Organized client documentation effectively, streamlining workflow for faster approvals and closings on mortgage loans.
- Maintained a high level of expertise in loan program guidelines, enabling tailored recommendations for clients based on their unique financial needs.
- Improved customer satisfaction rates with timely and accurate loan application updates.
- Stayed current on industry trends, attending workshops and conferences to enhance professional development and expertise.
- Exceeded performance expectations consistently while meeting deadlines within a fast-paced work environment.
- Managed a high volume of mortgage loan applications, ensuring timely processing and approval.
- Coordinated closely with title companies, appraisers, inspectors, insurance agents, attorneys-ensuring smooth transactional flow from start to finish.
- Developed comprehensive reports tracking mortgage pipeline activity for upper management review.
- Maintained strong relationships with clients, resulting in increased referral business for the company.
- Played an instrumental role in increasing company revenue through successful completion of numerous loan transactions.
- Collaborated closely with underwriters to expedite decision-making on complex mortgage loans.
- Contributed to a positive work environment by maintaining open lines of communication with colleagues and management staff.
- Implemented quality control measures to ensure accuracy and compliance with industry regulations throughout the loan process.
- Worked proactively to identify potential roadblocks in the mortgage approval process, providing alternative solutions when necessary.
- Facilitated clear communication between borrowers, underwriters, and other stakeholders to resolve issues quickly and efficiently.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Checked loan documents for accuracy prior to closing.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Reviewed loan files and updated to match current standards.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
Education
Victor Valley High School
Victorville, CA1982
Skills
- Professionalism and Courtesy
- Money Handling
- Deposit and withdrawal management
- Cash counting
- Patience and Empathy
- Customer relationship development
- Transaction Processing
- Banking Software Familiarity
- Listening and Comprehension
- Cash handling expertise
- Data Entry Efficiency
- Sales and Cross-Selling
- Customer Needs Assessment
- Balance Transfers
- Stress Tolerance
- Account updating
- Transaction processing accuracy
- Fraud Detection Abilities
- Financial product knowledge
- Signature Verification
- Numeric Competence
- Financial Transactions
- Customer Relationship Management
- Currency packaging
- Revenue Growth
- Teller Support
- Data inputting
- Financial software
- Money Transfer Systems
- Upselling skills
- Strong Work Ethic
- Excellent time management skills
- Cash handling and management
- Customer Relationship Building
- Cash Handling
- Approachable
- Positive
- Exceptional customer service
- Banking
- Cash Drawer Balancing
- Compliance, banking laws, and regulations
- Drawer balancing
- Friendly
- Conflict resolution techniques
- Fraud Detection
- Relationship building and management
- Cheerful
- Rapid data entry skills
- Honest and Dependable
- Customer Service
- Reliable and Responsible
- Attention to Detail
- Team Cooperation
- Customer Service-Oriented
- Bank Deposits
- Data Entry
- Sorting and Filing
- Payment Processing
- Relationship Building
- Pleasant and Personable
- Identity Verification
- Decision-Making
- Team Leadership
- Cash Drawer Reconciliation
- Balance Verification and Reconciliation
- Vault Monitoring
- Information Processing
- Workload Management
- Transaction Error Identification
- Currency Exchange
- Night and Safe Deposit Procedures
Timeline
Mortgage Loan Coordinator
Tri Counties Bank
06.2016 - 06.2021
Bank Teller III
Tri Counties Bank
01.2011 - 04.2024
Victor Valley High School
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