Jaelyn McAdam
Westfield
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Head Bank Teller
Westfield Bank
11.2023 - Current
- Managed high-volume cash drawer, maintaining accountability and minimizing discrepancies.
- Assisted branch management in implementing new policies and procedures, ensuring smooth transitions for both staff and clients.
- Handled escalated customer service issues, resolving conflicts professionally while maintaining client satisfaction.
- Streamlined teller operations for improved productivity and increased accuracy in transactions.
- Mentored junior bank tellers, fostering a positive work environment and encouraging professional growth.
- Identified potential fraud cases through careful observation and adherence to security protocols, protecting both the bank and its customers from financial loss.
- Conducted regular audits of cash drawers, ensuring compliance with internal controls and regulatory requirements.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
Better Banking Specialist
Westfield Bank
12.2022 - 11.2023
- Opened new accounts and made changes to existing accounts.
- Investigated and resolved account issues by offering applicable options to customers.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Helped customers prepare documents required to complete transactions and process requests.
- Identified customer desires and goals through needs-based sales tactics.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Senior Teller
Westfield Bank
08.2021 - 12.2022
- Performed general teller duties for drive-thru line.
- Coached and trained 3 of new bank tellers.
- Maintained, organized and stocked teller window areas.
- Identified fraudulent activities through diligent observation and adherence to established policies, safeguarding both clients'' assets and the bank''s reputation.
- Received car loan, home loan, and other payments and posted to accounts.
- Replenished ATM funds in empty canisters prior to validation process.
Education
General Studies
Springfield Technical Community College
Springfield, MASkills
- Customer Relationship Management
- Product Presentation
- Cash Handling and Management
- Account Monitoring
- Banking Document Preparation
- Account Updates
- Banking Product Sales
- Loan Origination
- Teller Support
- Quality Control
- Cash Drawer Reconciliation
Certification
NMLS
Notary public
Timeline
Head Bank Teller
Westfield Bank
11.2023 - Current
Better Banking Specialist
Westfield Bank
12.2022 - 11.2023
Senior Teller
Westfield Bank
08.2021 - 12.2022
General Studies
Springfield Technical Community College
NMLS
Notary public
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