Greg Jones

Work History

First Carolina Bank

10.2021 - 10.2023

Wire Processing
ACH, Check, and Debit Card Fraud specialist
Provided exceptional customer service during sensitive situations involving identity theft or account compromise while preserving customer trust in company''s security measures.
Played key role in development and implementation of new fraud prevention initiatives, resulting in significant reduction in overall fraud losses.
GL and Recon Balancing
Document and Report Processing
Providing Excellent customer service
Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
Collaborated with human resources department on staff training and development programs, fostering continuous improvement within operations team.
Led efforts in maintaining compliance with federal regulations and internal policies through regular reviews and updates.
Improved risk management with diligent monitoring of financial transactions for potential fraud or suspicious activity.
Conducted in-depth analysis of transaction data to identify trends, patterns, and anomalies indicative of fraudulent activity.

First Citizens Bank

06.2019 - 10.2021

Responsible for handling customer transactions for customers, including taking deposits, disbursing cash, opening accounts, and investigating fees
Effectively meeting daily, weekly and quarterly sales and service goals
Extensive background in all Microsoft word, and Microsoft excel
Streamlined sales process for increased efficiency, ensuring accurate record-keeping, timely follow-ups, and successful deal closures.
Delivered product demonstrations tailored to clients'' specific requirements, showcasing features that would benefit their businesses directly.
Conducted regular assessments of client satisfaction levels through customer surveys and feedback mechanisms to continuously improve service quality.
Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
Accomplished multiple tasks within established timeframes.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Cross-trained existing employees to maximize team agility and performance.

SECU

10.2016 - 06.2019

Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
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.

Wells Fargo

04.2014 - 10.2016

Ability to establish new relationships and increase existing customer account relationships through sales and referrals of retail, commercial, mortgage, investments, and other line of business products and services
Effectively meeting daily, weekly and quarterly sales and service goals
Rover banker, and assisting other branches in time of need
Processing loans, credit apps and other lending products
Partnering with other departments as well as processing referrals
Effectively managing existing customers and book of business to support retention and growth of profitable customer relationships
Cross sales, promoting products and services, outbound and inbound calls
As well as having experience supervising tellers
Cash Drawer, Vault, Safe deposit box and dual control procedures
Providing excellent customer service
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at end of each shift, minimizing discrepancies in financial records.
Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Established trust with clients by maintaining confidentiality and protecting sensitive financial information.