Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Ashlee Toth

Clarksville

Summary

Experienced banking professional with extensive experience at Truist Bank, excelling in customer service, and regulatory compliance. Proven track record in enhancing sales performance through effective relationship building and financial planning. Skilled in cash handling and team collaboration, consistently achieving goals while fostering a secure and compliant banking environment.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker

Truist Bank
Nashville
07.2017 - 12.2025
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Advised customers on bank products, services and financial planning options.
  • Collaborated with internal teams on projects aimed at improving customer experience.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Adhered to safety protocols for opening, closing, and emergency situations
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
  • Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
  • Maintained up-to-date knowledge of regulations related to banking operations.

Teller Coordinator

Truist Bank
Ocoee
06.2016 - 07.2017
  • Developed strategies to increase branch sales activities by coaching tellers on cross-selling techniques.
  • Reported daily averages and shortages to operations department.
  • Transmitted orders to supply cash to meet daily needs.
  • Supervised and trained teller staff on bank policies, procedures, and customer service standards.
  • Oversaw cash handling activities, including ordering cash from the vault and preparing shipments for the Federal Reserve.
  • Actively involved with helping team members meet monthly goals and improve skills through consistent mentoring and in-depth job training.

Teller

Truist Bank
Heathrow
04.2015 - 06.2016
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Verified amounts and integrity of every check or funds transfer.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Built and maintained client relationships through quality, personalized interactions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Maintained accurate records of all transactions for compliance purposes.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Provided exceptional customer service while accurately processing routine transactions.

Teller

JPMorgan Chase
Las Vegas
05.2010 - 05.2012
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Reported any operational issues or system problems that occurred during shift promptly.
  • Performed daily reconciliation of teller drawer within established limits.
  • Verified amounts and integrity of every check or funds transfer.

Education

Banking and Finance

College of Southern Nevada
Las Vegas, NV

Skills

  • Customer service
  • Regulatory compliance
  • Financial planning
  • Cash handling
  • Performance tracking
  • Problem solving
  • Financial analysis
  • Analytical skills
  • Team cooperation
  • Credit risk assessment
  • Time management
  • Teamwork and collaboration
  • Active listening
  • Problem-solving abilities
  • Relationship building
  • Product promotion
  • Team building

Certification

  • Notary (State of Floida)

References

References available upon request.

Timeline

Senior Relationship Banker

Truist Bank
07.2017 - 12.2025

Teller Coordinator

Truist Bank
06.2016 - 07.2017

Teller

Truist Bank
04.2015 - 06.2016

Teller

JPMorgan Chase
05.2010 - 05.2012

Banking and Finance

College of Southern Nevada

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Ashlee Toth