Scotti White
Winston-Salem
Summary
Dynamic leader with a proven track record at Wells Fargo & Company, enhancing operational efficiency and customer satisfaction. Expert in branch operations and skilled in fostering team collaboration. Achieved significant improvements in service delivery through innovative strategies, resulting in increased client retention and revenue growth. Demonstrates exceptional problem-solving abilities and a commitment to excellence.
Energetic Head Teller with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.
Lead Teller successfully displaying customer-first mentality while interacting with customers. Understanding and empathetic communicator adept in connecting with others to meet banking needs.
Experienced with financial operations, team leadership, and customer service excellence. Utilizes strong problem-solving capabilities to streamline processes and enhance customer interactions. Track record of fostering collaborative team environment and maintaining high standards of accuracy.
Developed exceptional leadership and customer service skills in fast-paced banking environment. Demonstrated ability to manage financial transactions accurately and efficiently while fostering positive customer relationships. Seeking to leverage these transferable skills to transition into new and dynamic field.
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Successful Lead Teller with background managing customer and team expectations by setting clear and realistic goals both internally and externally. Proficient in prioritizing customer happiness utilizing effective communication strategies.
Experienced Teller bringing extensive financial and customer service knowledge from fast-paced bank settings. Offers professional attitude paired with stellar mathematical skills. Consistently recognized for "service with a smile" mentality.
Energetic and personable with natural ability to connect with customers and create welcoming environment. Possesses strong financial acumen and excellent cash handling skills, ensuring accuracy and efficiency in daily operations. Committed to fostering positive customer experience and contributing to overall success of team.
Professional banking leader with solid experience in financial transactions and customer service. Skilled in handling high-volume cash operations, resolving discrepancies, and enhancing team performance. Recognized for strong focus on collaboration, adaptability, and achieving consistent results. Reliable and flexible, adept at meeting changing needs while ensuring accuracy and security.
Banking professional with robust background in managing teller operations and driving customer satisfaction. Known for effective team collaboration and achieving consistent results. Possesses strong leadership abilities and adaptability to changing needs, with focus on accuracy and efficiency.
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
27
27
years of professional experience
Work History
Head Teller
First Bank
08.2024 - Current
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Replenished ATM funds in empty canisters prior to validation process.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
- Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
- Answered inquiries regarding checking and savings accounts and other related products.
- Introduced customers to other bank team members to help meet financial needs.
- Developed strong rapport with customers by actively listening, addressing concerns promptly, and providing tailored solutions.
- Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours.
- Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
- Enhanced customer satisfaction by providing efficient and accurate transaction services.
- Strengthened client relationships through exceptional service and proactive identification of financial needs.
- Implemented cross-selling techniques to promote bank products, contributing to increased revenue generation.
- Streamlined teller operations for improved productivity, implementing organized cash drawer management procedures.
- Elevated branch reputation through consistent delivery of friendly service and expertise in managing diverse financial transactions.
- Ensured a secure working environment by adhering to strict security protocols and conducting regular audits.
- Mentored junior tellers, fostering professional development and growth within the team.
- Maintained up-to-date knowledge of banking policies, procedures, and regulatory requirements for effective guidance of team members and clients alike.
- Investigated and promptly resolved issues with patron accounts.
- Served as a trusted resource for colleagues on complex transactions or challenging customer situations.
- Collaborated with branch management to develop strategies for reaching sales targets and improving overall performance.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided customers with appropriate literature on banking products and services.
- Contributed to the achievement of branch sales goals by identifying opportunities for additional product offerings based on customer needs.
- Received car loan, home loan, and other payments and posted to accounts.
- Promoted an inclusive team environment that fostered collaboration, continuous learning, and employee growth.
- Mentored newly hired team members on appropriate responses to patron questions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Executed wire transfers, stop payments and account transfers.
- Assisted customers with banking needs and inquiries.
- Trained new hires on customer service policies and procedures.
- Cross-sold credit cards, loans and other bank products.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Educated customers on online banking and mobile banking applications.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Monitored and verified suspicious activity on customer accounts.
- Maintained friendly and professional customer interactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Handled various accounting transactions.
- Generated monthly reports on customer activity and customer feedback.
- Calculated fees due, interest and change for customer transactions.
- Wrote and distributed customer correspondence.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Received loan and utility payments, sending funds to correct destinations.
Operations Customer Service Manager
Wells Fargo & Company
01.2006 - 10.2009
- Enhanced customer satisfaction by streamlining operations processes and implementing effective communication strategies.
- Introduced innovative tools and technologies to enhance the overall customer experience while increasing employee productivity levels.
- Resolved escalated customer complaints with diplomacy, resulting in amicable solutions that maintained long-term relationships.
- Reduced response times for customer inquiries by creating efficient workflows and prioritizing tasks.
- Coordinated cross-functional teams to resolve complex customer issues, resulting in improved client retention rates.
- Spearheaded initiatives to improve employee engagement, fostering a positive work environment that boosted overall team morale and performance.
- Championed process improvements within the department using lean methodologies which led to reduced waste and increased efficiency in daily operations.
- Established performance metrics for the customer service team, driving continuous improvement and accountability.
- Partnered with IT departments to develop custom software solutions that streamlined internal processes related to order management and fulfillment tracking systems.
- Collaborated with sales teams to identify growth opportunities and develop targeted marketing campaigns that increased revenue streams.
- Evaluated employee performance on an ongoing basis providing constructive feedback and implementing personalized development plans that strengthened the team''s capabilities.
- Optimized resource allocation by analyzing data trends and adjusting staffing levels accordingly, reducing operational costs.
- Managed daily operations of a high-volume call center, maintaining exceptional service standards and minimizing downtime.
- Revamped outdated company policies on customer interaction, leading to increased brand loyalty and repeat business.
- Led by example, fostering an environment of accountability and excellence while maintaining open lines of communication with staff members to address concerns promptly.
- Monitored industry trends and competitor strategies to stay ahead of the curve, adapting company practices as needed to maintain a competitive edge in the market.
- Developed comprehensive training programs for new hires, ensuring seamless integration into the team and increased productivity.
- Implemented quality assurance measures to ensure consistent delivery of top-notch customer support services.
- Established lasting partnerships with vendors through strong relationship-building skills, negotiating favorable terms that benefited both parties involved.
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
- Escalated critical customer issues to supervisor to avoid lost revenue and canceled policies.
- Assessed customer service trends and evaluated complaints to determine areas in need of enhancement.
- Described product and service details to customers to provide information on benefits and advantages.
- Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Reported issues to higher management with great detail.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Reduced operational risks while organizing data to forecast performance trends.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Raised property accuracy and accountability by creating new automated tracking method.
Senior Personal Banker
Wells Fargo & Company
04.1998 - 12.2005
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
- Navigated challenging economic conditions, effectively managing risk while meeting sales targets consistently.
- Boosted referral business by cultivating strong relationships with real estate agents, attorneys, and other key partners in the community.
- Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
- Maintained up-to-date knowledge of industry trends, continuously adapting strategies to stay ahead of market changes.
- Participated in community outreach events to promote the bank''s brand and foster local business partnerships.
- Developed strategies to acquire new clients, expanding the bank''s customer base and market share.
- Improved client retention rates by maintaining open lines of communication and addressing concerns promptly.
- Optimized operational efficiency within the branch by implementing process improvements and updating internal procedures as needed.
- Streamlined account opening processes for improved efficiency and reduced waiting times.
- Collaborated with mortgage lenders to facilitate timely loan approvals for homebuyers seeking financing options.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Followed up with customers to gather feedback and provide additional assistance.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Cross-sold credit cards, loans and other bank products.
- Referred customers to other banking departments for specialized services.
- Trained new hires on customer service policies and procedures.
- Maintained friendly and professional customer interactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Executed wire transfers, stop payments and account transfers.
- Generated monthly reports on customer activity and customer feedback.
- Processed applications for new accounts.
- Monitored and verified suspicious activity on customer accounts.
- Established rapport with new clients to increase satisfaction and loyalty.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Handled various accounting transactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Wrote and distributed customer correspondence.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Calculated fees due, interest and change for customer transactions.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Received loan and utility payments, sending funds to correct destinations.
Education
GED -
North Davidson High School
Lexington, NCEarly Childhood Care And Education -
Forsyth Technical Community College
Winston-Salem, NCGED -
Forsyth Technical Community College
Winston-Salem, NCSkills
- Branch operations
- Organization and planning
- Operational efficiency
- Security procedures
- Staff training and development
- Cash handling expertise
- Deposit processing
- Transaction processing accuracy
- Staff management
- Account maintenance
- Teller support
- Quality control
- Bank secrecy act
- Consumer banking
- Cash drawer balancing
- Notary services
- Workflow optimization
- Policy adherence
- 10-key data entry
- Employee coaching
- Currency exchange
- Cross-selling techniques
- Safe deposit box management
- Rapid 10-key data entry
- Loan payment processing
- Wire transfer processing
- Vault management
- Exercising discretion
- Know-your-customer principles
- Auditing transactions
- ATM servicing
- Cash handling experience
- Promoting bank services
- Commercial servicing
- Night drop processing
- Banking financial software
- Check cashing
- Customer complaint handling
- Transaction verification proficiency
- Anti-money laundering regulations
- Electronic banking systems
- Positive attitude
- Customer service
- Problem-solving
- Attention to detail
- Transactions processing
- Punctual and reliable
- Goal oriented
- Cash counting
- Trustworthy and honest
- Verbal and written communication
- Vault security
- Decision-making
- Team collaboration and leadership
- Problem resolution
- Relationship building
- Data entry
- Cash handling accuracy
- Transaction overrides
- Coaching and mentoring
- Customer relationship management
- Analytical thinking
- Training and development
- Team development
- Complex Problem-solving
- Staff training
- Opening and closing procedures
- Transaction review
- Staff supervision
- Issue resolution
- New employee hiring
- Interpersonal relations
- Account analysis
- Financial transactions
- Product sales
- Customer education
- Account management
- Opportunity identification
- Transaction processing
- Multiple priorities management
- Commercial banking
- Product recommendations
- Financial analysis
- Regulatory compliance
- 10-key touch
- Product and service promotion
- Cross-selling and upselling
- Compliance enforcement
- Referral coordination
Timeline
Head Teller
First Bank
08.2024 - Current
Operations Customer Service Manager
Wells Fargo & Company
01.2006 - 10.2009
Senior Personal Banker
Wells Fargo & Company
04.1998 - 12.2005
GED -
North Davidson High School
Early Childhood Care And Education -
Forsyth Technical Community College
GED -
Forsyth Technical Community College
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