Audrey Jackson
Arlington,TX
Summary
Proven track record in enhancing customer satisfaction and streamlining branch operations, notably at Prince Georges Community Federal Credit Union. Expert in financial product knowledge and adept at financial planning, achieving significant client satisfaction levels. Demonstrates exceptional cash handling proficiency and a commitment to addressing customer needs, fostering long-term relationships. Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
17
17
years of professional experience
Work History
Universal Banker
Prince Georges Community Federal Credit Union
01.2024 - 07.2024
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Financial Services Representative
Andrews Federal Credit Union
06.2022 - 01.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Account Specialist
Terminix International
04.2020 - 06.2022
- Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
- Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
- Completed routine and complex account updates to resolve problems.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
Lead Customer Service Representative
Fifth Third Bank
04.2015 - 04.2020
- Managed a team of customer service representatives, consistently achieving performance targets and goals.
- Enhanced customer satisfaction by efficiently resolving complex issues and providing timely solutions.
- Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
- Engaged clients in person and over phone to answer questions and address complaints.
- Actively participated in interdepartmental projects aimed at improving overall organizational effectiveness.
- Boosted team spirit and performance by communicating clear service expectations and quality goals to each team member.
Commercial Loan Researcher
Huntington National Bank
03.2007 - 05.2015
- Developed data collection strategies and monitored data quality for optimal research results.
- Analyzed and interpreted patterns and trends.
- Utilized statistical packages to analyze data and create visualizations.
- Processed payments and made corrections to loans as needed.
- Collaborated with leadership team to identify relevant questions and determine best methods of collection.
- Adjusted and corrected interest rates as needed.
Education
High School Diploma -
Buchtel High School
Akron, OH06.1986
Skills
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Financial product knowledge
- Wire Transfers
- Financial Advising
- Loan Origination
- Financial Planning
Timeline
Universal Banker
Prince Georges Community Federal Credit Union
01.2024 - 07.2024
Financial Services Representative
Andrews Federal Credit Union
06.2022 - 01.2024
Account Specialist
Terminix International
04.2020 - 06.2022
Lead Customer Service Representative
Fifth Third Bank
04.2015 - 04.2020
Commercial Loan Researcher
Huntington National Bank
03.2007 - 05.2015
High School Diploma -
Buchtel High School
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