Jada Johnson
Marshall,Texas
Summary
Established and dependable candidate with substantial experience in banking and finance. Detail-oriented team player with organizational skills and the ability to handle multiple projects with a high degree of accuracy.
Overview
28
28
years of professional experience
Work History
Universal Personal Banker II
Cadence Bank
05.2019 - 05.2024
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Processed deposits, withdrawals and ACH transfers accurately.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Followed up with customers to gather feedback and provide additional assistance.
- Responded to customer inquiries regarding new accounts and account services.
- Responsible for Item Processing and GL Reconciliation (NSF, Chargebacks, and Non-Post)
Retail Banker II
Woodforest National Bank
05.2015 - 01.2019
- Enhanced overall client experience with prompt issue escalation and follow-up on outstanding concerns.
- Assisted in implementation of new marketing strategies, leading to increased foot traffic and account openings.
- Responsible for Item Processing and GL Reconciliation (NSF, Chargebacks, and Non-Post)
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Boosted referral rates by actively promoting bank products during routine interactions with customers.
- Educated customers on online banking and mobile banking applications.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Executed wire transfers, stop payments and account transfers.
- Contributed to positive work environment by actively participating in team meetings and offering constructive feedback when appropriate.
Bank Teller II/Teller Coordinator
East Texas Professional Credit Union
08.1998 - 02.2008
- Counted cash drawers and made bank deposits.
- Processed applications for new accounts.
- Assisted in training new hires, resulting in improved performance and quicker acclimation to workplace.
- Assisted tellers in cashing checks by verifying signatures and amounts.
- Identified potential fraudulent activities, protecting bank's assets through diligent monitoring of transactions.
- Managed branch vault by verifying accuracy of cash transactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed various customer deposits, withdrawals, and money orders.
- Promoted bank's products and services by consistently cross-selling to customers.
- Executed wire transfers, stop payments and account transfers.
- Conducted various branch operations tasks such as balancing and replenishing ATM, TCD and shipment processing.
- Performed teller scheduling to achieve appropriate branch coverage for business needs.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Identified talented potential employees through active recruiting and in-depth interview process.
- Increased accuracy in transaction processing by conducting thorough audits and reconciliations.
- Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Customer Service Representative/Vocational Education Student Work Program (Office Administration Co-op)
First National Bank
07.1996 - 08.1998
- Responsible for interoffice mail pickup and distribution to all departments.
- Encoded bank drafts for Proof Department.
- Prepared statistical reports for customer calls received and submitted information to Bank Manager and President.
- Processed reports for charge-off accounts and sent information to Chex Systems.
- Maintained files for account signature cards (opened and closed accounts)
- Met customer call guidelines for service levels, handle time and productivity.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Education
Nurse Assistant Certificate -
Kilgore College
Longview, TX12.2009
High school diploma (Advanced) -
Marshall High School
Marshall, TX05.1998
Skills
- Cross-Selling
- Banking
- Financial Services
- Customer Service
- Branch Operations
- Relationship Building
- Research
- Data Entry
- Microsoft Word
- Google Drive
- Flexible and Adaptable
Personal Information
Title: Personal Banker
Timeline
Universal Personal Banker II
Cadence Bank
05.2019 - 05.2024
Retail Banker II
Woodforest National Bank
05.2015 - 01.2019
Bank Teller II/Teller Coordinator
East Texas Professional Credit Union
08.1998 - 02.2008
Customer Service Representative/Vocational Education Student Work Program (Office Administration Co-op)
First National Bank
07.1996 - 08.1998
Nurse Assistant Certificate -
Kilgore College
High school diploma (Advanced) -
Marshall High School
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