ALISHA SHAFFER
Yorktown
Overview
8
8
years of professional experience
Work History
Market Banker
Primis Bank
Hampton
01.2026 - Current
- Delivered exceptional customer service by addressing inquiries, resolving issues, and building lasting relationships to foster trust and satisfaction.
- Effectively promoted and sold credit card products, highlighting benefits and features that met customer needs. Conducted thorough credit checks to ensure accurate approvals, and responsible lending practices.
- Identified opportunities to refer customers to business lines such as investments, loans, and insurance products.
- Opened and maintained customer accounts, ensuring compliance and accuracy in documentation.
- Managed cash handling with high accuracy, including counting, making change, and balancing drawers while ensuring compliance with bank policies and minimizing risk.
Universal Banker
First Mid Bank & Trust
Carmi
01.2022 - 01.2026
- Successfully opened and maintained customer accounts, ensuring 100% accurate and timely completion of documentation and compliance requirements. Ensured accurate and up-to-date account information, adjusting as necessary to maintain customer satisfaction.
- Delivered exceptional customer service by addressing inquiries, resolving issues, and building lasting relationships to foster trust and satisfaction.
- Managed cash handling responsibilities with high accuracy, including counting, making change, and balancing cash drawers. Maintained a thorough understanding of bank policies and procedures related to cash handling, ensuring compliance, and minimizing risk.
- Promoted and sold credit card products by highlighting benefits aligned with customer needs, conducting credit checks for accurate approvals, and upholding responsible lending practices.
- Served as a designated E3 Committee member at the branch, actively participating in team initiatives to enhance operational efficiency, compliance, and customer experience.
- Actively identified opportunities to refer customers to other business lines, such as investments, loans, or insurance products.
- Prepared and submitted reports on invalid addresses to ensure customer data accuracy and compliance with banking regulations.
- Oversaw safety deposit box program, tracking month-to-year usage and ensuring proper recordkeeping, while compiling and analyzing daily Currency Transaction Reports (CTR) for timely regulatory submissions.
Tech Advisor
Verizon
Carmi
08.2018 - 01.2022
- Successfully assisted customers in selecting optimal mobile devices and plans, increasing sales revenue by consistently exceeding monthly targets.
- Built strong customer relationships through personalized consultations, resulting in a 25% increase in repeat business.
- Maintained up-to-date knowledge of current promotions, device releases, and industry trends to provide accurate information and upsell opportunities.
- Collaborated with team members to achieve store sales goals and improve overall customer service standards.
- Conducted product demonstrations and explained technical features to customers, enhancing their understanding and satisfaction.
- Ensured compliance with store policies and procedures, including data security and confidentiality protocols.
- Conducted product demonstrations and explained technical features to customers, enhancing their understanding and satisfaction.
Education
High School Diploma -
Carmi White County High School
Carmi, IL01-2013
Skills
- Banking Product Knowledge
- Financial Transactions and Cash Handling
- Account Opening and Maintenance
- Customer Service
- Customer Relationship Management
- Financial Literacy and Budgeting Skills
- Adaptability to Changing Banking Regulations and Policies
- Technology Proficiency
- Banking Software Familiarity
- Time Management and Organizational Skills
- Team Collaboration and Leadership
- Investment Product Knowledge
- Effective Communication and Interpersonal Skills
Timeline
Market Banker
Primis Bank
01.2026 - Current
Universal Banker
First Mid Bank & Trust
01.2022 - 01.2026
Tech Advisor
Verizon
08.2018 - 01.2022
High School Diploma -
Carmi White County High School