To obtain a position within your company that will enable me to utilize my exceptional customer service skills along with my educational background and vast work experience in the finance and banking industries.
Overview
21
21
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
Rock Hill, South Carolina
02.2020 - Current
Manage daily office operations and administrative tasks for financial advisors.
Coordinate client meetings and maintain schedules for financial advisor
Provide customer service support by responding to inquiries in a timely manner
Resolve customer complaints promptly and professionally
Track expenses associated with the branch office's budget; provided regular updates.
Develop and implemented administrative processes designed to improve efficiency.
Monitor inventory levels of office supplies; placed orders when necessary.
Branch Office Administrator
Edward Jones
Rock Hill, SC
02.2016 - 02.2020
Oversaw daily office operations, ensuring seamless workflow for financial advisors.
Organized office documentation while maintaining accurate client account records.
Implemented effective policies to enhance operational efficiency.
Managed inventory by tracking and reordering supplies as needed.
Guided visitors and addressed customer inquiries, connecting them with relevant staff members.
Relationship Banker
Park Sterling Bank (formerly Provident Community)
Rock Hill, South Carolina
05.2014 - 02.2016
Established long-term relationships by delivering personalized service and support.
Educated clients on banking products and services, aligning solutions with their needs.
Assisted customers with account inquiries and transaction processing to streamline services.
Resolved customer complaints promptly to improve satisfaction and strengthen loyalty.
Facilitated new checking and savings account openings, ensuring smooth processing of wire transfers and direct deposits.
Maintained cash drawer accuracy, supporting efficient operations on teller line.
Financial Sales Specialist
Park Sterling Bank (formerly Provident Community)
Rock Hill, SC
03.2012 - 05.2014
Opened new accounts for current and prospective customers, contributing to client base expansion.
Cross-sold products and services to meet diverse banking needs of customers.
Provided exceptional customer service through in-person and phone interactions, enhancing customer satisfaction.
Assisted customers with inquiries regarding account management and transactions.
Supported teller line operations during peak periods to enhance efficiency.
Client Services Specialist I (Head Teller)
Provident Community Bank
Rock Hill, SC
07.2008 - 03.2012
Managed teller line operations, including scheduling, coaching, discipline, and task assignment
Oversaw vault cash management and ensured daily balance accuracy
Maintained monthly and quarterly reports as required
Responsible for balancing cash drawer daily
Executed daily banking transactions for customers, including deposits, withdrawals, transfers, and official checks
Assisted tellers under my supervision with questions and concerns regarding particular banking transactions
Opened new accounts when primary person was unavailable
Consumer Administrative Specialist
Provident Community Bank
Rock Hill, SC
04.2007 - 07.2008
Processed loan applications, facilitating achievement of banking center sales manager objectives.
Scheduled loan closings for clients, ensuring timely and efficient transactions.
Maintained organized loan files and secured documentation to ensure compliance and streamlined operations.
Acted as primary backup for financial sales specialist, ensuring continuity of service during absences.
Provided assistance on teller line to enhance customer service.
Client Services Specialist II (Full Time Teller)
Provident Community Bank
Rock Hill, SC
09.2006 - 04.2007
Balanced cash drawer daily to ensure accurate financial reporting.
Processed deposits, withdrawals, transfers, and transactions for customers efficiently.
Assisted clients with account inquiries to enhance service quality.
Cross-sold products and services to maximize customer satisfaction and revenue.
Handled phone inquiries and directed calls to appropriate personnel or departments.
Assistant Registrar
Clover High School
Clover, SC
08.2005 - 05.2006
Served as primary receptionist to the guidance department and back up receptionist for the front office
Scheduled appointments for the guidance department
Prepared transcripts for college applications
Registered new students for classes when Registrar was unavailable
Preformed administrative and clerical duties as needed
Education
Bachelors of Science - Business Administration with emphasis in Accounting
Erskine College
Due West, SC
05-2005
Skills
Customer Service
Client management
Cash handling
Document Management
MS Office expertise
Attention to detail
Time management
Problem solving
Communication skills
Professional Accomplishments
SC Notary Public Expiration 3/2/2032
Timeline
Senior Branch Office Administrator
Edward Jones
02.2020 - Current
Branch Office Administrator
Edward Jones
02.2016 - 02.2020
Relationship Banker
Park Sterling Bank (formerly Provident Community)
05.2014 - 02.2016
Financial Sales Specialist
Park Sterling Bank (formerly Provident Community)
03.2012 - 05.2014
Client Services Specialist I (Head Teller)
Provident Community Bank
07.2008 - 03.2012
Consumer Administrative Specialist
Provident Community Bank
04.2007 - 07.2008
Client Services Specialist II (Full Time Teller)
Provident Community Bank
09.2006 - 04.2007
Assistant Registrar
Clover High School
08.2005 - 05.2006
Bachelors of Science - Business Administration with emphasis in Accounting