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Highly-motivated Insurance Agent trained in financial accounting and cost estimation. Consistently increases sales and expands client base through targeted marketing, lead development and in-depth knowledge of market trends.

Persuasive Insurance Broker bringing more than [Number] years of business sales and life and health insurance experience. Motivated sales professional driven to exceed company goals.

Personable Insurance Broker motivated to build customer base by following up on all warm and cold leads. Possesses exceptional team building and communication skills.
Bilingual Haitian Creole/English
Work History
Client Service Representative, 09/2016 to Current
WageWorks, Inc Newton, MA
  • Provides processing, quality control, and customer service benefits to client organizations, including collecting and analyzing data for internal and external performance measurement.
  • Administers day-to-day administrative services to clients, meeting established deadlines and standards.
  • Maintain client eligibility and enrollment data for assigned accounts.
  • Manage quality control for a variety of services.
  • Generate, reconcile and distribute standard and custom reports.
  • Deliver professional, effective communications to clients and participants, including resolution of client/participant issues.
  • Record all client and participant communications.
  • Service tuition reimbursement programs for clients.
  • Meet with management regularly to keep informed about client issues.

Remote Shared Services Rep. II, 08/2013 to 09/2016
John Hancock Boston, MA
  • Conducts moderate- to high-complexity research to capture accurate account holders and beneficiaries' information.
  • Research and resolve all daily inquiries within multiple business units in response to mismatch data against IRS.
  • Review and ensure accurate documentation; such as; birth certificate, marriage license, divorce decree, social security card, IRS documentation, court order prior to processing.
  • Update participant names, TIN's, address and possible tax withholding in administration systems.
  • Communicate documentation discrepancies to Business Unit members.
  • Coordinate and assist in departments' documentation.
  • Investigate cause of mismatch information.
  • Work closely with and assist the Tax Team, Operations, and Business Units on mismatch related tax form items.
  • Review metrics and provide feedback /trend analysis on internal error rate and participant return rates.
  • Approve whether W-9 forms are in good standing.
  • Document systems on updates and W-9 forms received.

Customer Service Representative, 06/2011 to 08/2013
John Hancock Boston, MA
  • Obtained client information by answering telephone calls; interviewing clients; verifying information.
  • Handled high level calls with confidence & professionalism in interaction with internal and external clients.
  • Responded to a variety of administration related telephone inquiries from Group Client Human Resource Benefit Managers, LTC providers and JH Account Managers.
  • Effectively communicate with client to determine nature of inquiry and set client expectations for complex issue resolution and follow up with customer within specified time frame.
  • Determined eligibility for Long Term Care Insurance by comparing client information to requirements.
  • Informed clients by explaining benefits; answering questions; providing information.
  • Maintained communication equipment by reporting problems.
  • Maintained and improved quality results by adhering to standards and guidelines; recommending improved procedures.
  • Updated job knowledge by studying new product descriptions; participating in educational opportunities.

Sales and Service Specialist, 07/2010 to 06/2011
Bank of America Boston, MA
  • Established, retained and deepened relationships with branch customers and potential customers to achieve team sales goals and provide quality customer service.
  • Referred to appropriate associate to guarantee customer satisfaction and retention.
  • Provided clients with information, data and advice.
  • Responded to inquiries or complaints from customers and managed difficult situations with customers.
  • Functioned as a scheduled seller or teller depending upon banking center's specific needs.
  • Provided proactive sales activities of basic products while referring more complex requests (e.g., complex small business accounts or mortgages).
  • Processed transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.
  • Opened checking accounts, savings accounts, processed credit card and loan applications and check orders for customers.

Head Teller, 05/2007 to 02/2009
CitiBank Boston, MA
  • Built customer loyalty and customer relationships.
  • Referred sales opportunities to appropriate specialists.
  • Ensured the safety and security of client's and TCU's assets by complying with policies, procedures and regulatory requirements.
  • Assisted tellers in solving member problems, serving as an operational reference.
  • Ordered and maintain main vault.
  • Trained and led behind the teller line.
  • Balanced and maintain cash dispense machine(s).
  • Performed ATM audits on a monthly basis as well as cash drawers, according to policy.
  • Aid tellers with balancing problems.
  • Opened and close branch as needed.

HIPPA Privacy Training*Records Management and Principles and Best Practices of Records Management Certificate*Information Protection Certificate: Allied Professional Healthcare School -

High School Diploma: 2002
Charlestown High School - Boston, MA
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Professional Summary
Banking professional with over 11 years of experience in client relations. Driven to exceed sales goals and build long-term relationships. Delivers positive experiences through high-quality customer care. 
  • Consumer banking specialist 
  • Business banking specialist 
  • Coaching and leadership skills 
  • Strong customer relations 
  • Strategic sales knowledge 
  • Financial analysis
  • Savvy relationship-builder
  • Creative problem solver
  • Strong interpersonal skills
  • Private client coverage 
  • FINRA Series 6 and 63
  • Life Insurance 
Work History
Chase Private Client Banker- Small Business Specialist 12/2014 to Current
  • Increased deposits, loans, and investments by cultivating relationships with high net worth clients.
  • Retained and deepened relationships by actively managing clients via the phone or in person.
  • Increased the number of Chase Private Clients by building trust and providing excellent service.
  • Resolved complex client issues and reconstruction of accounts to maintain customer relationships.
  • Analyze financial data obtained from clients to determine strategies to meet their financial objectives.
  • Increased business loans, cash management, and merchant services by assessing needs.
  • Refer to business partners to assist clients in other areas that will deepen the relationship.
  • On average, exceeds monthly sales goals by 50%. 
Assistant Branch Manager 01/2014 to 12/2014
  • Partnered with the branch manager to improve sales, service, and operations.
  • Improved operational performance by ensuring compliance with all policies and procedures.
  • Investigated branch audit errors and implemented strategies, which eliminated audit exceptions.
  • Managed, coached and lead branch personnel to achieve sales and customer service goals.
  • Investigated and resolved customer complaints in an empathetic manner. 
Relationship Banker - Small Business Specialist 03/2009 to 01/2014
  • Provided personalized financial counseling.
  • Acquired, retained and managed relationships with consumer and business clients.
  • Maximized the depth of the client relationship by partnering with investment and loan specialist.
  • Reached out to clients and proactively met face to face and over the phone on a daily basis. 
Sales & Service Associate 11/2007 to 03/2009
  • Ensured that the branch was audit-ready by interviewing staff on bank compliance and policies.
  • Supervised tellers and head teller to ensure quality service.
  • Improved the branch functionality and service by effectively resolving customer complaints. 
Head Teller 05/2006 to 11/2007
  • Effectively scheduled teller staff to improve workflow.
  • Trained tellers to identify sales opportunities.
  • Conducted teller performance evaluations.
Teller 12/2005 to 05/2006
  • Handled various teller transactions.
  • Maintained friendly and professional customer interactions.
  • Received district recognition award for the most teller referrals.
Bachelor of Arts: Business Administrationn Current CUNY School of Professional Studies - New York, NY
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Professional Summary
Multi-tasking Manager well-known for creating positive environments where employees can thrive and succeed in a fast-paced environment. Pursuing a new career role where hard work and dedication will be highly valued.
  • Relationship building and rapport
  • Customer service and People-oriented
  • Exceptional oral and written communication skills
  • Complex problem solving
  • Strong account analysis skills
  • Self-sufficient
  • Detail-oriented
  • Advanced clerical knowledge
  • Excellent time management skills
  • Adaptable
Work History
Leasing and Marketing Professional, 09/2019 to Current
Lincoln Property Company Dobbs Ferry, NY
  • Kept meticulous records of all correspondence between management and tenants.
  • Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
  • Held high approval rating and percentage of customer loyalty.
  • Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach.
  • Helped clients develop website portals and social media pages to promote businesses.
  • Proactively engaged with clients by phone, email and in-person, which helped established long-term, lucrative relationships.
  • Experienced with new construction, luxury apartment buildings.
  • Worked with property managers to maintain market readiness and facilitate smooth transitions.
  • Followed-up with potential accounts and managed daily and weekly marketing and leasing reports.
Senior Leasing Manager, 08/2012 to 08/2019
Olen Living Boynton Beach, FL
  • Toured the property with prospective tenants and provided a wealth of information in regards to its key features
  • Distributed and followed up on tenant renewal notices
  • Resolved conflicts between tenants in the most effective manner
  • Performed background checks on all apartment applicants
  • Completed final move-out walk-throughs for tenants
  • Introduced and monitored effective lease renewal programs
  • Verified that all customer complaints were handled promptly and appropriately
  • Evaluated and recommended changes in rental pricing strategies
  • Monitored performance of individual leasing agents and coached on successful strategies
  • Collected, completed and processed lease applications
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
  • Ensured policies and rules were followed by all tenants
  • Verified income, assets and expenses and completed file tracking sheet for each applicant
  • Introduced and monitored effective lease renewal programs to maintain high occupancy rates
Business Manager, 04/2018 to 04/2019
Real Estate Office West Palm Beach, FL
  • Completed bi-weekly payroll and coordinated record keeping
  • Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales
  • Completed and mailed bills, contracts, policies, invoices and checks
  • Reviewed files, records and other documents to obtain information and respond to requests
  • Recruited, hired, trained and supervised administrative office staff
  • Administered to CRM and company database, including troubleshooting, maintenance, updates, and reports generation
Police Dispatcher, 01/2018 to 03/2018
City Of Boynton Beach Boynton Beach, FL
  • Enhanced productivity by guaranteeing timely emergency response with no service delivery issues
  • Received public emergency and non-emergency calls and supervised response prioritization in order to effectively dispatch official units such as police, fire and EMS while tracking data in real-time environments
  • Read system maps and caller information, and documented all details in system
  • Completed appropriate forms and radio announcements for police department needs such as BOLO requests
  • Answered calls from automatic routing system and took basic information from callers
  • Relayed latest information to first responders via electronic means, telephone calls and radio responses
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
Head Teller, 11/2010 to 12/2017
TD Bank Boynton Beach, Florida
  • Scheduled staffing for the main branch
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Rapidly and efficiently prepared customer and ATM cash and change orders
  • Continued education on current banking products and services
  • Processed quarterly Vault and ATM audits with a zero error rate
  • Coordinated daily cash reconciliation at a high-volume location
  • Maintained balancing record with 100% rate of accuracy
  • Executed wire transfers, stop payments and account transfers
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Advised clients on mortgage, educational and personal loans
  • Maintained friendly and professional customer interactions
High School Diploma: 2005
Westwood Regional High School - Township of Washington, NJ
General Bergen Community College - Paramus, NJ
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Professional Summary
Medical billing and coding specialist with 3 years providing administrative and patient support in medical office settings. Advanced knowledge of private insurance processes and codes.
  • Records management professional
  • Familiar with commercial and private insurance carriers
  • Billing and collection procedures expert
  • Inpatient records coding proficiency
  • Excellent interpersonal and communication
  • Medical terminology expert
  • Close attention to detail
  • Adept multi-tasker
  • Office management professional
  • ICD-10, ICD-9, CPT-4
  • Office support (phones, faxing, filing)
  • Excellent problem solver
Work History
Biller/Collections 08/2015 to Current
Orlin & Cohen Orthopedic Associates Rockville Centre, NY
  • Collect delinquent accounts, monitoring payments; following up with patients when payment lapses occur.
  • Identified and resolved patient billing and payment issues.
  • Correctly coded and billed medical claims for doctors office.
  • Updated patient financial information to guarantee accuracy.
  • Adeptly managed a multi-line phone system and pleasantly greeted all patients.
  • Responded to correspondence from insurance companies.
  • Maintained strict patient and physician confidentiality.
  • Treated all patients, their families, visitors, peers, staff and providers in a pleasant and courteous manner.

Follow Up Biller 05/2014 to 06/2015
Empire Medical Billing Solutions Jamaica, NY
  • Reviewed patient bills for accuracy and completeness and obtain any missing information.
  • Prepared, reviewed, and transmitted claims using billing software, including electronic and paper claim processing.
  • Knowledge of insurance guidelines, including HMO/PPO, Medicare, and state Medicaid.
  • Follow up on unpaid claims within standard billing cycle time frame.
  • Identified and billed secondary or tertiary insurances.
  • Answered all patient or insurance telephone inquiries pertaining to assigned accounts.
  • Correctly coded and billed medical claims for various hospital and nursing facilities.

Head Teller 10/2010 to 05/2012
Suntrust Bank Washington, DC
  • Organized, stocked and maintained the teller window area.
  • Received superior customer service satisfaction scores for 1.5 years.
  • Handled 200 transactions daily.
  • Sold financial products including stocks, bonds and mutual funds.
  • Provided an elevated customer experience to generate a loyal clientele.
  • Greeted customers entering the bank to ascertain what each customer wanted or needed.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Accepted and processed clients deposits and loan payments.

Certificate: Medical Billing and Coding 2014 Sanford Brown Institute - Garden City, NY
High School Diploma : 2006 South Shore High School - Brooklyn, NY