Experience

Generations Federal Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Customer Service Specialist

  • Nov 2021 - Present

  Serves customers by completing account transactions. • Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. • Sells cashier’s checks, and money orders • Answers questions in person or on telephone and refers customers to other bank services as necessary. • Records transactions by logging cashier’s checks, and other special services; preparing currency transaction reports. • Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative. • Completes special requests by opening and closing accounts, taking orders for checks, opening and closing Christmas and vacation club accounts, completing safe-deposit box procedures, and providing special statements, copies, and referrals. • Reconciles cash drawer by proving cash transactions, counting and packaging currency and coins. • Reconciles loan coupons and other transactions. • Maintains supply of cash and currency and turns in excess cash and mutilated currency to Vault • Complies with bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic surveys, and auditing other tellers’ currency • Maintains customer confidence and protects bank operations by keeping information confidential. Show less



SPEEDY CASH, INC.

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Manager

  • Oct 2012 - Nov 2021

  ● Comply with and ensure compliance with Safety and Security Standards ● Perform and ensure store staff delivers products and services according to policies and guidelines ( Check Cashing, Payday Loan, Title Loan, Signature Loan, Other Services, Turn-down Notices) ● Perform and ensure compliance with Patriot Act as directed by company policies ● Perform Open and Close duties according to company guidelines ● Perform Vault Management Function ● Support Store Manager with store Cash orders as needed ● Perform deposit activities as required ● Ensure Turn-down procedures are executed according to guidelines ● Perform and ensure store staff executes Collection related issues and processes according to company guidelines ● Balance daily cash drawers totaling an average of $ 10k ● Balance daily Vault totaling an average of $300k ● Ensure appropriate business use of Store supplies and equipment by store staff ● Support Store Manager with maintenance of store equipment and with maintaining a clean work environment (equipment, security system, lighting, phone) ● Ensure compliance with internal loss prevention guidelines (cash drawer, password, Electronic Mail,Vault Management, Dual authorization Show less