Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jacqueline Simmons

Atlanta,CA

Summary

Trustworthy Teller skilled in working in customer-focused work environments. Offering strong knowledge of banking products and services. Dependable and punctual with outstanding mathematical aptitude. Motivated banking professional committed to quality customer service and possessing superb communication skills. Builds customer loyalty by resolving problems and quickly processing transactions. Over 6 years of progressive experience in retail banking.

Overview

4
4
years of professional experience

Work History

Video Banker Teller

Regions Bank
Hoover, AL
07.2020 - 10.2021
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Received loan and utility payments, sending funds to correct destinations.
  • Calculated fees due, interest and change for customer transactions.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Personal Phone Banker

Regions Bank
Birmingham, AL
12.2018 - 07.2019
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
  • Handled over 50 to 100incoming telephone calls, emails and chat requests.
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
  • Stayed current on changing products, services and policies to offer exceptional service to customers.
  • Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
  • Evaluated viability of funding sources and destinations to proactively detect fraud.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.
  • Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.

Administrative Assistant

173rd Airborne Brigade
Vizenia , Italy
06.2014 - 10.2016
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Organized weekly staff meetings and logged minutes for corporate records.
  • Maintained staff directory and company policy handbook for human resources department.
  • Coordinated travel arrangements by booking airfare, hotel and ground transportation.
  • Coordinated bookkeeping activities in QuickBooks and Lawson.
  • Created PowerPoint presentations for business development purposes.
  • Offered office-wide software support and training, troubleshooting issues and optimizing usage.

Education

Bachelor of Science - Accounting

Troy University
Troy, AL
03.2024

High School Diploma -

Penn Foster Career School
Scranton, PA
05.2013

Skills

  • Actuarial Science
  • Resource Estimation
  • Information Processing
  • Process Monitoring
  • Customer Service
  • Financial Markets
  • Transaction Error Identification
  • Check Cashing
  • Balance Verification and Reconciliation
  • Cash Drawer Reconciliation
  • Bill Payment Receipt
  • Delinquency Notifications
  • Cash Dispenser Operation
  • Phone Inquiries
  • MS Office Proficiency
  • Calculator Usage
  • Exceptional Customer Service
  • Reading Comprehension
  • Active Listening
  • Excellent Communication Skills
  • Rapid 10-Key Data Entry
  • Financial Statements
  • Risk Management Evaluations
  • Fraud Detection
  • Critical Thinking
  • Management of Financial Resources
  • Setting Up Referrals
  • Microsoft Windows
  • Deposit Processing
  • Operation Monitoring

Accomplishments

  • Promoted to trainer teller based on superior performance.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 10 staff members.

Timeline

Video Banker Teller

Regions Bank
07.2020 - 10.2021

Personal Phone Banker

Regions Bank
12.2018 - 07.2019

Administrative Assistant

173rd Airborne Brigade
06.2014 - 10.2016

Bachelor of Science - Accounting

Troy University

High School Diploma -

Penn Foster Career School

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Jacqueline Simmons