Jacqueline Wilkins
Fort Lee,NJ
Summary
Driven relationship banker with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities. Experienced in engaging with clients through lobby leadership, and client meetings by establishing and maintaining relationships by listening, providing information, and demonstrating digital capabilities that provide recommendations or solutions that can enhance their financial situations. I'm a driven team player with expertise in team overrides, buy and sells, vaults and shipment orders, document evaluation for account titling and ownership, and team overrides. I also serve as a floater to help branches that require support.
Overview
16
16
years of professional experience
Work History
Relationship Banker
BANK OF AMERICA
01.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Identify opportunities through conversations with small business clients and recommend merchant or bank products through partner referrals.
- Recommend and fulfill banking products: checking & savings account, credit card, CDs, and loan application submission, check orders, debit cards, cashier checks, statements, update signature cards, add/remove account titling.
- Utilize multiple technology systems to assist customers and referral partners
- Quotes rates, terms and programs for banking solutions.
- Managing approximately 30 inbound and make outbound calls to new and existing clients with guidance and advice uncovering needs and best solutions.
Bank Teller
WELLS FARGO
12.2019 - 03.2021
- Managed over 100 transactions daily while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Verify all transactions, balance cash drawer, process night deposit bags, assist customers with ATM-related issues, vault shipment, and safe deposit access
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Customer Service Agent
WILLIAMS SONOMA INC.
10.2018 - 02.2019
- Efficiently addressed issues with customer accounts to ensure quick resolution
- Updated database with customer and sales information
- Cross-sold additional products and services to purchasing customers
- Effectively managed escalations from dissatisfied customers, working closely with management to ensure timely resolutions that maintained brand reputation.
- Handled over 100 inbound sales and services calls each day using software, promotions and negotiations, with over 50% customer retention
- Built trust and rapport with clients through open, transparent communication and exceptional follow-through on promises made during sales calls.
- Implemented various up selling tactics to retain customers while also increasing their spending levels within company''s offerings.
Select Server
RESTAURANT RESOLUTION
02.2016 - 06.2018
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
- Delivered products to customers in timely manner, updated database with customer and sales information
- Managed high-volume call center, maintaining exceptional service standards for all customers.
- Cross-sold item, booked banquet and catering orders, with over 50% event referrals.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Sales Representative/Administrative Assistant
COMCAST
08.2008 - 01.2016
- Served as executive assistant to the management team, handled a busy phone system, functioned as primary liaison to customers and ensured a consistently positive customer experience
- Developed highly empathetic client relationships and earned reputation for exceeding sales goals
- Answered over 100 incoming calls, answered questions and addressed problems and complaints in person and via phone
- Quickly became a trusted assistant to the company president, executive staff and office manager and earned a reputation for maintaining a positive attitude and producing high sales and quality work.
Education
Associate of Arts - Counseling Psychology
Gwinnett Technical College
Lawrenceville, GA09.2026
Certificate - Legal Investigation
New Jersey City University
Jersey City08.2022
High School Diploma -
Adlai E. Stevenson High School
The Bronx, NY06.1997
Skills
- Relationship Building
- Portfolio Management
- Money Handling
- Financial Advising
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking
- Excellent Communication
- Critical Thinking
- Microsoft Office
- Risk Assessment
- Product and Service Sales
Timeline
Relationship Banker
BANK OF AMERICA
01.2022 - Current
Bank Teller
WELLS FARGO
12.2019 - 03.2021
Customer Service Agent
WILLIAMS SONOMA INC.
10.2018 - 02.2019
Select Server
RESTAURANT RESOLUTION
02.2016 - 06.2018
Sales Representative/Administrative Assistant
COMCAST
08.2008 - 01.2016
Associate of Arts - Counseling Psychology
Gwinnett Technical College
Certificate - Legal Investigation
New Jersey City University
High School Diploma -
Adlai E. Stevenson High School