Jaden Chaplin
Melbourne,IA
Summary
Dynamic Universal Banker with proven expertise at MidWestOne Bank in enhancing customer satisfaction through personalized banking solutions. Skilled in transaction processing and cash handling, I excel in assessing customer needs and providing effective financial advice. Recognized for mentoring team members and maintaining compliance with regulations while driving branch operations success.
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Overview
7
7
years of professional experience
Work History
Universal Banker
MidWestOne Bank
05.2021 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Teller
Legacy Bank (NKA Vision Bank)
01.2020 - 05.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Head Cashier
Tommy Hilfiger Outlet
09.2019 - 03.2021
- Maintained a clean and organized work area, contributing to a pleasant shopping environment for customers.
- Mentored new cashiers, providing comprehensive training that resulted in increased productivity.
- Helped customers complete purchases, locate items, and join reward programs.
- Handled escalated customer concerns with professionalism and empathy, working diligently toward satisfactory resolutions.
- Educated employees on register use, merchandising, and customer service.
- Assisted customers by answering questions and fulfilling requests.
Team Member
Target
08.2018 - 09.2019
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Contributed to team success by completing jobs quickly and accurately.
- Maintained productive, efficient approach to all tasks.
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
Education
Completion Certification - Business, Accounting, Customer Service, Sales
Udemy
OnlineHigh School Diploma -
West Marshall High School
State Center, IA05-2019
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Financial advising
- Transaction processing
- Deposit processing
- Banking software navigation
- Risk management
- Financial product sales
- Customer service
- Teller experience
Affiliations
- Melbourne Public Library
Languages
English
Native or Bilingual
Timeline
Universal Banker
MidWestOne Bank
05.2021 - Current
Teller
Legacy Bank (NKA Vision Bank)
01.2020 - 05.2021
Head Cashier
Tommy Hilfiger Outlet
09.2019 - 03.2021
Team Member
Target
08.2018 - 09.2019
Completion Certification - Business, Accounting, Customer Service, Sales
Udemy
High School Diploma -
West Marshall High School
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