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Suncoast Credit Union - Teller Financial Associate Resume Example

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Grayson Parker
Professional Summary

Teller Financial Associate with more than 16+ years of  Customer Service experience in an Investment Firm and Financial Institution. Excellent customer service skills and banking knowledge.

  • Cash/Check Handling/balancing drawer
  • Banking software
  • Strong attention to detail
  • Accuracy and efficient to all transactions
  • Excellent customer service and communication skills
  • Team Player
  • Skilled in Windows based PC products and other office equipment
Teller Financial Associate Jul 2013Present Suncoast Credit Union Bradenton, FL
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
  • Balancing the vault at the end of the night
  • Opening new accounts and adding products to members accounts
  • Member account maintenance
  • Closing members accounts
  • Servicing Individual Retirement Accounts
Trust Services Aug 2001Sep 2011 Ameriprise Bank, FSB Minneapolis, MN
  • Setting up accounts for new trust clients
  • Funding new trust accounts
  • Booking checks into trust accounts
  • Closing trust accounts and paying out to beneficiaries
  • Updating and documenting procedures for Personal Trust
  • Making sure manual fees are charged to accounts
  • Meet compliance and control expectations
  • Preparing tax information and pulling statements for trust clients
Wealth Management Service Consultant Jul 1997Aug 2001 Amerprise Financial Services Minneapolis, MN
  • Open new accounts
  • Fund new accounts with check deposit or transfers from other investment firms
  • Process cash transactions for Financial Advisors or clients
  • Client account maintenance
  • Research inquiries and respond via telephone or in writing
  • Take escalated calls from Financial Advisors or clients
Certificate & Mutual Fund Associate Jul 1995Jul 1997 American Express Financial Advisors Minneapolis, MN
  • Confer with customers by telephone to provide information about products or services, take or enter orders, transfers to existing accounts
  • Set up new mutual fund and certificate accounts into system
  • Process transactions from mutual fund and certificate accounts
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
  • Check to ensure that appropriate changes were made to resolve customers' problems
  • Provide information about tax reporting
High School Diploma Jun 1990 Osseo Senior High School Osseo, MN
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Resume Details

This is a real resume for a Teller Financial Associate in Bradenton, Florida with experience working for such companies as Suncoast Credit Union, Ameriprise Bank, Fsb. This is one of the hundreds of Teller Financial Associate resumes available on our site for free. Use these resumes as templates to get help creating the best Teller Financial Associate resume.

Previous Companies:

  • Suncoast Credit Union
  • Ameriprise Bank
  • FSB

Previous Job Positions:

  • Teller Financial Associate
  • Trust Services
  • Wealth Management Service Consultant
  • Certificate & Mutual Fund Associate


  • Osseo Senior High School

Level of Education:

  • High School Diploma

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