Jacqueline Wilkins
Ridgefield,NJ
Summary
A highly motivated Relationship Banker with 10 years experience in customer service and financial services. Experienced at developing and maintaining relationships with clients through sharing information, listening, and demonstrating digital capabilities that offer solutions or suggestions that help improve their financial lives.
I am confident in my planning abilities, multitasking and banking operations. My proudest achievements include consistently receiving excellent survey feedback from customers, achieving high performance reviews, and making a positive impact in the community through volunteer work. I also serve as a floater to help branches that require support.
Experienced with regional team management and operational oversight. Utilizes strategic planning to enhance efficiency and drive productivity. Knowledge of effective leadership and problem-solving techniques in dynamic settings.
Overview
11
11
years of professional experience
Work History
Regional Supervisor Banker
Valley Bank
Ridgefield, NJ
03.2025 - Current
- Supervised daily operations across multiple branches to ensure compliance with banking regulations.
- Seamless Service Routing: Utilize Terafina, Salesforce, and digital banking platforms to capture applications and route requests directly to ADP, Mortgage, Fraud, Commercial, and Private Banking departments.
- Implemented streamlined processes for loan approvals, reducing turnaround time significantly.
- Maintain rigorous adherence to compliance, security, and audit standards to safeguard bank and customer assets.
- Drive Deposit & Revenue Growth: Onboard personal, business, and savings accounts while strategically cross-selling complementary products to maximize client wallet share and balance growth.
Relationship Banker
BANK OF AMERICA
Paterson, NJ
01.2022 - 02.2025
- 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
- Deliver Complete Disclosures: Communicate all transaction rules, regulatory requirements, and FDIC protections to clients during new account onboarding.
- Processed daily cash transactions with zero errors, ensuring accurate account balances for customers.
Bank Teller
WELLS FARGO
Bogota, NJ
03.2019 - 08.2021
- 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
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
Customer Service Agent
WILLIAMS SONOMA INC.
Atlanta Georgia
10.2018 - 02.2019
- Efficiently addressed issues with customer accounts to ensure quick resolution
- 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
- Implemented various up selling tactics to retain customers while also increasing their spending levels within company''s offerings.
Select Server
RESTAURANT RESOLUTION
Atlanta Georgia
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.
Education
Associate of Arts - Counseling Psychology
Gwinnett Technical College
Lawrenceville, GA09-2020
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
- Time Management
- Multitasking
- Excellent Communication
- Critical Thinking
- Microsoft Office
- Risk Assessment
- Product and Service Sales
- Compliance adherence
- Records Management
- Overcoming objections
- Gaining agreement
- Transitioning client conversations
- Workload prioritization
- Employee motivation
- Task delegation
Education
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Timeline
Regional Supervisor Banker
Valley Bank
03.2025 - Current
Relationship Banker
BANK OF AMERICA
01.2022 - 02.2025
Bank Teller
WELLS FARGO
03.2019 - 08.2021
Customer Service Agent
WILLIAMS SONOMA INC.
10.2018 - 02.2019
Select Server
RESTAURANT RESOLUTION
02.2016 - 06.2018
High School Diploma -
Adlai E. Stevenson High School
Certificate - Legal Investigation
New Jersey City University
Associate of Arts - Counseling Psychology
Gwinnett Technical College