Jacqueline Chevrette
Rockland,MA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Commended for going above and beyond to exceed corporate goals demonstrated over 30 years of financial industry expertise.
Overview
35
35
years of professional experience
Work History
Relationship Banker
Harbor One Bank
07.2022 - 10.2023
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Maintained records of all customer interactions in a secure database system.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Advised customers on bank products, services and financial planning options.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Addressed inquiries from clients and department team members.
Assistant Branch Manager
Envision Bank
09.1999 - 04.2021
- Provided training to new employees on company policies and procedures.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Ensured compliance with internal policies and procedures as well as external regulations.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Recruited new staff members through job postings and conducting interviews.
- Managed daily cash flow activities including counting cash drawers at opening and closing times.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised branch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
- Supervised ranch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
- Provided bank leadership in absence of branch manager.7
- Supervised 7 branch team members and provided management with suggestions regarding performance assessments.
- Maximized sales potential by training new members in improved sales strategies.
- Planned work schedules to maintain adequate staffing levels.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Disciplined employees to encourage compliance with company policies and procedures.
Assistant Call Center Supervisor
USTrust
06.1993 - 09.1999
- Monitored calls and provided guidance to ensure customer satisfaction.
- Resolved escalated customer inquiries in an efficient manner.
- Analyzed call volume data and trends to develop strategies for improving service levels.
- Maintained records of staff performance, productivity, and attendance.
- Ensured compliance with company policies and industry regulations.
- Evaluated incoming calls from customers to identify areas of opportunity or improvement.
- Coached employees on effective communication techniques when speaking with customers.
- Provided support during peak periods by taking customer calls as needed.
- Managed team schedules to ensure adequate coverage at all times.
- Investigated complex customer issues and communicated resolutions effectively.
- Collaborated with other departments to resolve cross-functional issues quickly.
- Facilitated the resolution of conflicts between staff members or customers.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
- Updated customer accounts, addresses and contact information within call management databases.
- Maintained strong call control and quickly worked through scripts to address problems.
- Managed customer expectations by clarifying needs, identifying options and recommending products and services.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Trained and supervised new employees to promote overall team productivity and consistent service.
- Delegated work to staff, setting priorities and goals.
- Resolved customer complaints or answered customers' questions.
- Guided employees in handling difficult or complex problems.
- Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
- Issued work schedules, duty assignments and deadlines for office or administrative staff.
- Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.
- Reviewed employees' work to check adherence to quality standards and proper procedures.
- Recommended solutions related to staffing issues and proposed procedural changes to managers.
Data Entry Specialist
Travelers Insurance Company
06.1991 - 06.1993
- Inputted data into computer system to ensure accuracy and completeness of records.
- Validated customer information, such as addresses and contact numbers.
- Performed data entry tasks including keying in numerical or alphanumerical information from source documents into databases.
- Executed daily back-up procedures for all entered data.
- Maintained client confidence by keeping information confidential.
- Identified errors in the data entry process and corrected them promptly.
- Organized files, updated customer information, and generated reports as requested.
- Reviewed completed work for accuracy before submitting it to supervisor for review.
- Entered large volumes of data quickly with a high degree of accuracy.
- Verified entries made in the database against original paper documents to ensure accuracy.
- Resolved problems related to incorrect or incomplete data entries.
- Identified, corrected and reported data entry errors.
- Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
- Adhered to strict data confidentiality policies to prevent information leakage.
- Reviewed source documents to locate required data for entry.
- Transferred completed work to Customer Service Manager for review and approval.
Administrative Secretary
Rockland Trust Company
06.1988 - 06.1993
- Organized and maintained confidential files and records.
- Answered phones, responded to inquiries, and directed calls appropriately.
- Managed office supplies inventory and placed orders when necessary.
- Greeted visitors in a professional manner and provided assistance as needed.
- Provided administrative support to the executive team including filing, faxing, photocopying, scanning documents.
- Handled mail distribution duties such as sorting out incoming mail or packages for delivery or pickup.
- Wrote email messages, memos and business letters for management and proofread documentation to provide error-free correspondence.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Monitored incoming emails and responded accordingly.
- Maintained database of customer information such as contact details and purchase history.
- Filed and updated employee, customer and external partner contact information into company database.
Education
High School Diploma -
Rockland High School
06.1988
Skills
- Recordkeeping Requirements
- Relationship Building and Management
- Creative Thinking
- Teller Support
- Resourcefulness
- Customer Service-Oriented
- Financial Services
- Money Handling
- Teller Background
- Banking
- Cash Handling
- Community Relations
- Account Closings
- Account Audits
- Financial Advising
Timeline
Relationship Banker
Harbor One Bank
07.2022 - 10.2023
Assistant Branch Manager
Envision Bank
09.1999 - 04.2021
Assistant Call Center Supervisor
USTrust
06.1993 - 09.1999
Data Entry Specialist
Travelers Insurance Company
06.1991 - 06.1993
Administrative Secretary
Rockland Trust Company
06.1988 - 06.1993
High School Diploma -
Rockland High School
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