Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Leyba

Moffat

Summary

Versatile Teller knowledgeable about checking, savings and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature.

Overview

8
8
years of professional experience
1998
1998
years of post-secondary education

Work History

Bank Teller

Mountain River Credit Union
Salida
08.2022 - 01.2024
  • Processed customer transactions efficiently and accurately at Mountain River Credit Union.
  • Assisted customers with account inquiries and resolved banking issues promptly.
  • Maintained cash drawer integrity by balancing funds daily and ensuring accuracy.
  • Handled confidential information securely while adhering to privacy regulations.
  • Performed cash handling duties including counting currency, coins and checks.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Explained bank services, financial products and applicable fees to customers.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Entered transactions into computer and issued customer receipts.
  • Provided assistance to other tellers during peak business hours as needed.
  • Responded and assisted customers with account inquiries and updates.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Reconciled cash and checks against computer records at end of shift.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Researched customer inquires regarding their accounts using internal banking systems.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
  • Maintained accurate records of all financial transactions.
  • Built and maintained client relationships through quality, personalized interactions.
  • Maintained confidentiality of bank records and client information.
  • Delivered exceptional service to customers in person or over telephone.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Directed specific questions to appropriate branch personnel.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Identified transaction errors when debits and credits did not balance.

Office Clerk

Town & Country Auto/ Faricy Boys
Salida
08.2015 - 04.2022
  • Managed daily office operations and maintained organized filing systems.
  • Processed customer orders and ensured accurate documentation for transactions.
  • Assisted with inventory management and tracked supplies for efficient workflow.
  • Handled incoming calls and provided information to customers effectively.
  • Collaborated with team members to streamline administrative processes and improve efficiency.
  • Utilized office software to create documents, spreadsheets, and presentations as needed.
  • Provided administrative support such as typing documents, filing paperwork, photocopying, scanning documents, and faxing documents.
  • Answered phone calls in a professional manner and transferred calls accordingly.
  • Delivered helpful and kind customer service to guests, maintaining composure in stressful situations to maximize customer satisfaction.
  • Processed incoming and outgoing mail daily.
  • Created spreadsheets using Microsoft Excel for tracking data and creating reports.
  • Received payments from customers via cash or credit card transactions.
  • Supported office clerical functions using word processing and other software, email and office machines.
  • Contacted customers regarding account updates and potential problems.
  • Collaborated with other departments to ensure smooth operations across all areas of the business.
  • Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
  • Updated customer accounts information in the database system accurately.
  • Developed forms and maintained filing systems to store confidential client information securely.
  • Directed clients and guests to correct departments, rooms, and staff members.
  • Scanned documents into computer system for storage purposes.
  • Conducted data entry tasks with a high level of accuracy and efficiency.
  • Managed daily office operations and maintained a clean and efficient workspace.

Education

Salida High School
Salida, CO

Skills

  • Cash handling
  • Transaction processing
  • Customer account management
  • Banking regulations compliance
  • Financial product knowledge
  • Customer relationship management
  • Record keeping
  • Data entry accuracy
  • Problem solving
  • Effective communication
  • Attention to detail
  • Team collaboration
  • Professionalism and courtesy
  • Money orders
  • Signature verification
  • Problem-solving
  • Multitasking and organization
  • Phone etiquette
  • Patience and empathy
  • Customer relationship development

Timeline

Bank Teller

Mountain River Credit Union
08.2022 - 01.2024

Office Clerk

Town & Country Auto/ Faricy Boys
08.2015 - 04.2022

Salida High School

Similar Profiles

CREATE PROFILE
Lisa Leyba