WENDY WILLIAMS
17310 Jui Lane, Magnolia, TX 77355 | 281-706-1071 | breezybu1969@yahoo.com
OBJECTIVE
To work for a progressive organization in a highly motivating and challenging environment that
provides the best opportunities to grow and utilize my potential.
SKILLS & QUALIFICATIONS
- Dependable professional experience in management of daily operations in customer oriented
setting.
- Able to multitask and work in fast-paced environments with high degree of confidentiality while
complying with banking policy/procedures.
- Exceptional organizational and problem solving skills.
- Excellent interpersonal and organizational skills with strong work ethics.
- All applications of Microsoft Office & Microsoft Outlook
EMPLOYMENT HISTORY
JP Morgan Chase Bank 2006 — 2014
Lead Teller
- Managing the daily activities of 8 employees ensuring they are in compliance with policy and
regulations.
- Assist in mentoring and coaching, review, monitor, and coordinate scheduling and workflow of
employees at banking center.
- Conduct and complete required monthly/quarterly audits of all tellers and vaults and other
reports as required by compliance.
- Schedule, complete, and deliver monthly meeting agenda pertaining to sales, policy, and
compliance.
- Resolve and complete complex customer service issues.
- Assist Branch Manager in the efficient daily operations of the banking center.
- Build customer relationships and assist customers with current financial needs and discovery of
additional needs.
- Update and input maintenance information for current customer profiles as well as new customer
profiles.
- Perform supervisor overrides and assist in coaching tellers on cross sells/ referrals.
- Partnered with bank partners and management to increase productivity through outside calls.
- Met and exceeded sales goals monthly.
- Provided full service banking by processing all financial transactions accurately and in a timely
manner within the established authorized limits.
- Maintained confidentiality of bank records and client information.
- Expanded customer base by referring bank products and services to meet goals set by
management.
- Encouraged tellers to participate in bank promotional contests to ensure branch and teller goals
were met.
- Effective team player but able to work independently with little or no supervision.
- Own responsibility of teller line workflow, cash management, and controls and assist other
Tellers with accuracy in cash handling and balancing.
- Ensures that there is an appropriate cash supply, orders currency shipments as needed, and
verifies money shipped to banking center.
Compass Bank 2003 — 2005
Senior Teller
- Provided full service banking by processing all financial transactions accurately and in a timely
manner within the established authorized limits.
- Maintained confidentiality of bank records and client information.
- Expanded customer base by referring bank products and services to meet goals set by
management.
- Encouraged tellers to participate in bank promotional contests to ensure branch and teller goals
were met.
- Effective team player but able to work independently with little or no supervision.
- Own responsibility of teller line workflow, cash management, and controls and assist other
Tellers with accuracy in cash handling and balancing.
- Ensures that there is an appropriate cash supply, orders currency shipments as needed, and
verifies money shipped to banking center.
- Build customer relationships and assist customers with current financial needs and discovery of
additional needs.
- Update and input maintenance information for current customer profiles as well as new customer
profiles.
- Perform supervisor overrides and assist in coaching tellers on cross sells/ referrals.
- Partnered with bank partners and management to increase productivity through outside calls.
- Met and exceeded sales goals quarterly.
EDUCATION
Humble High School
High School Diploma
REFERENCES
Available upon request

Wendy Williams

  • 1.
    WENDY WILLIAMS 17310 JuiLane, Magnolia, TX 77355 | 281-706-1071 | breezybu1969@yahoo.com OBJECTIVE To work for a progressive organization in a highly motivating and challenging environment that provides the best opportunities to grow and utilize my potential. SKILLS & QUALIFICATIONS - Dependable professional experience in management of daily operations in customer oriented setting. - Able to multitask and work in fast-paced environments with high degree of confidentiality while complying with banking policy/procedures. - Exceptional organizational and problem solving skills. - Excellent interpersonal and organizational skills with strong work ethics. - All applications of Microsoft Office & Microsoft Outlook EMPLOYMENT HISTORY JP Morgan Chase Bank 2006 — 2014 Lead Teller - Managing the daily activities of 8 employees ensuring they are in compliance with policy and regulations. - Assist in mentoring and coaching, review, monitor, and coordinate scheduling and workflow of employees at banking center. - Conduct and complete required monthly/quarterly audits of all tellers and vaults and other reports as required by compliance. - Schedule, complete, and deliver monthly meeting agenda pertaining to sales, policy, and compliance. - Resolve and complete complex customer service issues. - Assist Branch Manager in the efficient daily operations of the banking center. - Build customer relationships and assist customers with current financial needs and discovery of additional needs. - Update and input maintenance information for current customer profiles as well as new customer profiles. - Perform supervisor overrides and assist in coaching tellers on cross sells/ referrals. - Partnered with bank partners and management to increase productivity through outside calls. - Met and exceeded sales goals monthly. - Provided full service banking by processing all financial transactions accurately and in a timely manner within the established authorized limits. - Maintained confidentiality of bank records and client information.
  • 2.
    - Expanded customerbase by referring bank products and services to meet goals set by management. - Encouraged tellers to participate in bank promotional contests to ensure branch and teller goals were met. - Effective team player but able to work independently with little or no supervision. - Own responsibility of teller line workflow, cash management, and controls and assist other Tellers with accuracy in cash handling and balancing. - Ensures that there is an appropriate cash supply, orders currency shipments as needed, and verifies money shipped to banking center. Compass Bank 2003 — 2005 Senior Teller - Provided full service banking by processing all financial transactions accurately and in a timely manner within the established authorized limits. - Maintained confidentiality of bank records and client information. - Expanded customer base by referring bank products and services to meet goals set by management. - Encouraged tellers to participate in bank promotional contests to ensure branch and teller goals were met. - Effective team player but able to work independently with little or no supervision. - Own responsibility of teller line workflow, cash management, and controls and assist other Tellers with accuracy in cash handling and balancing. - Ensures that there is an appropriate cash supply, orders currency shipments as needed, and verifies money shipped to banking center. - Build customer relationships and assist customers with current financial needs and discovery of additional needs. - Update and input maintenance information for current customer profiles as well as new customer profiles. - Perform supervisor overrides and assist in coaching tellers on cross sells/ referrals. - Partnered with bank partners and management to increase productivity through outside calls. - Met and exceeded sales goals quarterly. EDUCATION Humble High School High School Diploma REFERENCES Available upon request