Jacqueline dean
Stockton,MD
Summary
Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
30
30
years of professional experience
Work History
CO-OWNER/Operations Manager
RLDBACKHOE SERVICES
LAUREL, MD
05.1996 - 01.2024
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Calculated and prepared checks for utilities, taxes and other payments.
- Monitored balance sheets and income statements to evaluate financial performance.
- Reviewed financial information detailing assets, liabilities and capital and prepared balance sheets and profit and loss statements.
FINANCIAL RELATIONSHIP SPECIALIST II
MID-ATLANTIC FEDERAL CREDIT UNION
SILVER SPRING, MD
02.2017 - 04.2023
- Received telephone calls from customers regarding their accounts or services provided by the bank.
- Attracted potential customers by answering product and service questions and suggesting information about other offerings.
- Balanced currency, coin, and checks in cash drawers at end of shifts.
- Calculated daily transactions with adding machines and calculators.
- Prevented key account losses by researching discrepancies and correcting problems.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Processed loan applications and verified documentation for accuracy.
- Conducted research into customer questions or problems using available resources.
- Informed customers about new products or services available through the bank.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Supported sales team members to drive growth and development.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
- Cross-sold bank products such as credit cards, loans, and insurance policies.
- Created friendly connections and developed rapport with customers by providing outstanding, personalized service.
- Checked customers' identification when necessary in compliance with anti-money laundering regulations.
- Assisted members in managing online services and achieving daily banking needs.
- Handled cash deposits and withdrawals accurately according to established procedures.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Provided account information and answered customer inquiries in a timely manner.
- Used credit reports to determine credit worthiness of potential applicants.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Collected deposits or payments and arranged for billing.
- Cashed checks and paid out money after verifying correct signatures.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Issued and redeemed money orders, cashier checks and traveler's checks.
SENIOR MEMBER SERVICE REPRESENTATIVE /Sales Team Leader
APL FEDERAL CREDIT UNION
Laurel, MD
08.1993 - 09.2016
- Participated in community outreach events to promote the credit union's services.
- Resolved complex member inquiries and escalated issues as appropriate.
- Provided guidance on the use of ATMs for cash withdrawals and deposits.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted members with account opening and maintenance activities.
- Advised members on the best banking options available to meet their individual needs.
- Processed loan applications and verified documentation for accuracy.
- Informed customers about new products or services available through the bank.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Supported sales team members to drive growth and development.
- Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
- Cross-sold bank products such as credit cards, loans, and insurance policies.
Education
HISTORY OF BANKING AND FINANCE
AMERICAN INSTITUTE OF BANKING
TOWSON MD05-1992
LIBERAL ARTS
Howard Community College
Columbia, MD06-1989
Skills
- Recruiting and Training
- Business Growth
- Customer Retention
Affiliations
- HIKING AND SWIMMING
- TAKING CARE OF OUR 10 ACRE FARM
Timeline
FINANCIAL RELATIONSHIP SPECIALIST II
MID-ATLANTIC FEDERAL CREDIT UNION
02.2017 - 04.2023
CO-OWNER/Operations Manager
RLDBACKHOE SERVICES
05.1996 - 01.2024
SENIOR MEMBER SERVICE REPRESENTATIVE /Sales Team Leader
APL FEDERAL CREDIT UNION
08.1993 - 09.2016
HISTORY OF BANKING AND FINANCE
AMERICAN INSTITUTE OF BANKING
LIBERAL ARTS
Howard Community College