Elizabeth Jordan
Haw River,NC
Summary
Dedicated retail banking professional with proven strengths in customer service, cash handling, and problem-solving. Committed to enhancing customer satisfaction and loyalty through effective communication and relationship building.
Overview
11
11
years of professional experience
Work History
Retail Banker III
Woodforest National Bank
05.2016 - Current
- Assisted customers with account inquiries and financial service options.
- Processed transactions accurately and efficiently, ensuring compliance with banking regulations.
- Educated clients on digital banking tools and services to enhance user experience.
- Collaborated with team members to streamline branch operations and improve customer satisfaction.
- Established rapport with new clients to increase satisfaction and loyalty.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Trained new hires on customer service policies and procedures.
- Monitored and verified suspicious activity on customer accounts.
- Cross-sold credit cards, loans and other bank products.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
- Received loan and utility payments, sending funds to correct destinations.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Processed applications for new accounts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Consistently met or exceeded individual performance goals, contributing significantly to overall branch success.
- Developed strong relationships with clients, creating lasting connections that contributed to business growth.
- Assisted in the implementation of new marketing strategies, leading to increased foot traffic and account openings.
- Improved teller accuracy by conducting regular audits and emphasizing the importance of attention to detail.
- Supported branch operations by performing various administrative tasks such as filing, data entry, and report generation as needed.
- Enhanced overall client experience with prompt issue escalation and follow-up on outstanding concerns.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Streamlined account opening processes for improved efficiency and a better client experience.
- Provided ongoing support for online banking platforms as necessary, guiding customers through setup processes or troubleshooting issues to ensure seamless digital transactions.
- Enhanced customer loyalty through proactive communication and timely resolution of issues.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
- Contributed to a positive work environment by actively participating in team meetings and offering constructive feedback when appropriate.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Managed risk effectively by adhering to bank policies and procedures during transactions.
- Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Resolved customer issues promptly, fostering positive relationships and loyalty.
- Conducted regular audits of cash drawers to maintain accuracy and accountability.
Head Cashier
Home Depot
Hillsborough, NC
11.2015 - 05.2016
- Supervised daily cash handling operations, ensuring accurate transactions and minimizing discrepancies.
- Trained and mentored cashiers on register systems and customer service best practices.
- Implemented new checkout procedures to enhance efficiency and customer satisfaction.
- Resolved customer inquiries and concerns, maintaining a high level of service quality.
Education
Associate of Science - Pre Liberal Arts
Craven Community College
New Bern, NC06-1987
Skills
Branch operations
Cash handling
Cash handling proficiency
Consumer banking
Fraud prevention
Customer education
Vault teller operations
Bank product sales
Positive attitude
Teamwork
Customer service
Problem-solving
Honest and dependable
Time management
Reliable and responsible
Attention to detail
Problem-solving abilities
Multitasking
Reliability
Excellent communication
Customer service excellence
Exceptional customer service
Team cooperation
Organizational skills
Active listening
Effective communication
Adaptability and flexibility
Verbal and written communication
Decision-making
Cash handling and management
Customer Service-oriented
Recordkeeping and documentation
Relationship building
Compliance, banking laws, and regulations
Professional ethics
Pleasant and personable
Data entry
Task prioritization
Self motivation
Product knowledge
Interpersonal skills
Customer relationship management
Conflict resolution
Risk assessment
Professionalism
Sorting and filing
Identity verification
Payment processing
Continuous improvement
Product and service sales
Adaptability
Written communication
Account balancing
Customer retention
Balance verification and reconciliation
Vault monitoring
Account services
Professional demeanor
Problem-solving aptitude
Loans
Cash drawer reconciliation
Balance transfers
Account management
Fraud detection
Transaction processing
Account security
Signature verification
Staff assistance
New account setup
Data verification
Timeline
Retail Banker III
Woodforest National Bank
05.2016 - Current
Head Cashier
Home Depot
11.2015 - 05.2016
Associate of Science - Pre Liberal Arts
Craven Community College