Elizabeth Ally
Philadelphia
Summary
Detail-oriented banking professional with experience in customer service, cash handling, and account management. Skilled in assisting customers on both the teller line and digital platforms while providing guidance on banking products, credit cards, and financial solutions. Experienced in processing accurate transactions while following bank policies and procedures. Committed to building strong customer relationships, meeting goals, and delivering reliable, professional service.
Overview
11
11
years of professional experience
Work History
Personal Banking Associate
TD Bank
10.2024 - Current
- Processed customer transactions including deposits, withdrawals, transfers, and check cashing with accuracy.
- Opened, closed, and serviced personal deposit accounts while ensuring proper documentation.
- Sold credit cards and identified opportunities for additional banking products and services.
- Referred customers to wealth management partners based on their financial needs.
- Assisted customers with debit card issues, account servicing, and digital banking tools.
- Maintained and balanced cash drawer while following security and authentication procedures.
- Provided support on the teller line and platform to ensure smooth daily operations.
- Scheduled customer appointments and managed lobby traffic to improve customer service flow.
- Identified customer financial needs and provided guidance on appropriate banking solutions.
- Built and maintained strong customer relationships through professional service and follow-up support.
Customer Service Associate 1
Republic Bank
01.2023 - 06.2024
- Executed opening and closing procedures for bank.
- Counted, verified, and handled bank deposits and armored car transactions.
- Conducted accurate, high-volume money counts both manually and with machines.
- Logged and tracked transactions to maintain accurate records.
- Reconciled cash drawers, balanced vaults, and resolved discrepancies.
- Audited teller transactions to ensure dual-control compliance.
- Monitored account activity to detect and address suspicious transactions and fraud risks.
- Executed wire transfers, stop payments, and account transfers.
- Handled inquiries related to accounts, loans, and credit lines.
- Processed and followed up on customer loan applications.
- Opened, closed, and updated customer accounts, including balancing ATM cash.
- Assisted with compromised debit cards and issued replacements.
- Educated customers on banking products and services.
- Provided guidance on using banking websites and mobile apps.
- Built customer trust and optimized sales opportunities through personalized service.
- Trained staff on banking procedures and company services.
- Managed customer records, account statements, and check copies.
Administrative Assistant
People for People ECDC
04.2021 - 06.2022
- Escorted students to designated classrooms upon arrival.
- Tracked student arrival and dismissal times and preform daily attendance count.
- Create and maintain new student files.
- Performed monthly inventory checks on office and classroom supplies and produce relevant reports.
- Aid with student safety supervision including but not limited to pickup observation.
- Assist in classroom when needed with various tasks.
- Answered incoming calls and directed messages to correct party.
- Performed clerical tasks such as photo copying, typing, printing and organizing documents for support staff.
- Assisted with daily meal distribution.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Administrative Assistant
Ministry of Education of Guyana
10.2016 - 03.2020
- Registered new students.
- Produced transcripts by gathering relevant student information.
- Tracked and monitored calculated examination scores from lecturers.
- Collected and packaged student examination paperwork for regional distribution.
- Maintained and organized student related documents which includes hard and electronic copies for all teacher colleges in Guyana.
- Answered incoming calls and directed messages to correct party.
- Assisted Professors with demonstrations including, preparation, research and presentations.
- Organized computer files and handled sensitive documents.
- Greeted visitors upon arrival and directed guests to appropriate departments.
- Created dynamic spreadsheets using Microsoft Excel for Student Grants.
- Prepared and distributed interoffice and student related memos for schedule changes and/or special events.
Bank Teller/Currency Processor
Republic Bank (Guyana) Limited
09.2015 - 03.2016
- Checked identifying numbers or seals on bags of deposits against receipts and lists to verify accuracy.
- Organized all cash received from deposit bags by denomination and securely transfer to controller and supervising departments.
- Followed company and regulatory policies to protect customer and bank assets.
- Identified and resolved transaction errors and mistakes.
- Employed excellent money handling abilities to operate and balance cash drawer daily.
- Accurately entered account transactions into financial software and reconciled daily data to balance totals.
- Handled confidential and time sensitive documents.
- Monitored cash and checks to detect, address and report signs of fraud.
- Supported daily branch operations by completing opening and closing duties.
- Performed clerical duties such as filing, typing and document sorting.
- Answered questions and referred customers to relevant bank services as necessary.
- Used good cash handling skills and attention to detail to maintain balanced cash box.
Education
High School Diploma - Medical Terminology
Computer World Institute Guyana
GuyanaCaribbean Examination Council (CSEC)
Bladen Hall Multilateral High School
GuyanaHigh School Diploma - undefined
Bladen Hall Multilateral High School
Georgetown, GuyanaSkills
- Critical Thinking
- Dependable and Responsible
- Google Drive
- Multitasking
- Excellent Communication
- Banking products knowledge
- Microsoft Word
- Customer Service
- Computer Skills
- Banking Policies and Procedures
- Compliance, banking laws, and regulations
- Team Management
- Leadership Role
- Social media proficiency
Timeline
Personal Banking Associate
TD Bank
10.2024 - Current
Customer Service Associate 1
Republic Bank
01.2023 - 06.2024
Administrative Assistant
People for People ECDC
04.2021 - 06.2022
Administrative Assistant
Ministry of Education of Guyana
10.2016 - 03.2020
Bank Teller/Currency Processor
Republic Bank (Guyana) Limited
09.2015 - 03.2016
Caribbean Examination Council (CSEC)
Bladen Hall Multilateral High School
High School Diploma - undefined
Bladen Hall Multilateral High School
High School Diploma - Medical Terminology
Computer World Institute Guyana