Heiley Jongeward

In this position, I balance working as a teller and a personal banker;

As a personal banker,

• I focus on growing my customer portfolio
• I connect with clientele through outbound phone calls, video calls, or in person
• I manage booking appointments, pre-planning said appointments, and planning follow ups after the appointment
• During those appointments I do an overall financial review, ensuring that the client is getting their needs met
• Identifying a product and/or service that best fits the client, offering product and/or service, and processing that either with referral or account maintenance
• I book loans and credit cards with efficiency in response to the customer's need

As a teller,

• I run cash and check transactions while multitasking various other needs of coworkers, clients, and customers
• Print checks, statements, and other various documentation needed or requested by customers
• I complete a personal cash drawer balance daily and recover any discrepancy
• I balance coin machines, branch cash vaults, and deposit bags
• I process night and/or drop off deposits from various businesses
• I keep inventory for cash and supplies, and process branch orders for both
• I process closed accounts reports, respond to high importance emails, and network within the company
• I work through customer resolutions to continue a long lasting customer relationship
• I answer phone calls and help direct any issues that I am unable to help resolve, transferred over to the correct department
• I offer mobile and online service support- making sure to be familiar with any app or site updates/changes
• Offering banking from home options by screen sharing with customers/clients over the phone

• Oversaw complex problem-solving for upper management to ensure project completion on time and on budget
• Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments
• Eliminated financial discrepancies by expertly documenting expenses, monitoring register activity, handling bank deposits, and managing statements
• Updated financial records in ledgers and journals and reported financial data
• Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis
• Am in charge of incoming and outgoing mail involving checks and other payments
• Double-checked and submitted timekeeping data to ensure accuracy
• Used various types of software to track costs and meticulously reconciling accounts to ensure high accuracy
• Identified accounting errors and fixed any errors that could be.

• Was in charge of a fast-paced register operation and asked for more help to ensure no waiting for guests
• Am able to receive phone call, answer questions, and give out appropriate information
• Maintained a clean working environment and reduced any unsafe accidents from occurring
• Ensured transaction security by comparing payment cards to identification
• Greeted guests upon their arrival, offered assistance, and answered questions
• Was able to make an environment where guests felt more than happy to return to
• Lifted various products and stocked them in the appropriate places
• Sorted out truck loads and put products in their specific places to be stocked
• Checked for expired product and disposed of waste properly
• Was able to balance numerous customers needs and stay high energized
• Helped sort out any issues and was able to compensate for anything that was left unresolved
• Used a headset to stay in constant communication with other coworkers.

• Created artistic menu boards that used eye-catching decorative techniques to highlight current specials and promotions
• Informed servers of newly seated parties for quick service
• Checked the seating area and the restrooms to make sure they were clean every half hour
• Organized menus, spaces, and special requests for 20+ guest parties and executed them
• Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries
• Oversaw the dining area with natural leadership abilities and organizational strategies focused on balancing guest and business needs
• Took phone and walk-in reservations, keeping scheduling demands and kitchen output on schedule to avoid overbooking
• Gathered information about the size of the guests' party, led them to their seats, offered menus, and fulfilled any other requests
• Conducted 15 minute dining room and server checks to determine whether the dining room and servers were ready for expected customer traffic
• Made sure every customer had a clean, set table to sit at
• Pre-bussed for the servers when needed and brought dirty dishes to the kitchen to be cleaned
• Washed dirty glasses and restocked afterwards to ensure the bar was always ready for service.