Jah'kaya Lowery
Atlanta,GA
Summary
Experienced relationship banker with a strong track record in the banking industry. Committed to delivering exceptional client satisfaction and cultivating lasting relationships. Consistently surpassing company expectations, driven to provide personalized financial solutions that meet the unique needs of each client. With 5 years of experience, dedicated to delivering top-notch service and fostering trust and loyalty with every interaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker II
Regions
12.2024 - Current
- Deliver exceptional customer service and consistently meet sales and referral targets
- Assist with dual control vault duties and support audit controls
- Interact with customers in the lobby, offering guidance on conducting transactions through self-service technologies
- Identified sales opportunities and referred clients to appropriate banking services, contributing to branch sales goals
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally.
Universal Banker II
Truist
04.2024 - 10.2024
- Assisted clients with opening new accounts, managing existing accounts, and executing transactions efficiently
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
Personal Banker
Wells Fargo
11.2022 - 12.2023
- Developed and maintained strong relationships with clients to understand their financial needs and provide tailored solutions
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Member Service Representative II
Navy Federal Credit Union
01.2022 - 11.2022
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
Education
Master of Science - CYBERSECURITY
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Manchester, NH10-2025
Bachelor of Science - ACCOUNTING & FINANCE
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Manchester, NH08-2024
HIGH SCHOOL DIPLOMA -
MOUNT ZION HIGH SCHOOL
Jonesboro, GA01.2020
Skills
- Banking and Finance
- Regulatory Compliance
- Critical Thinking Skills
- Proficient in Computer Applications
- Risk Assessment
- Effective Communication
- Cash handling
- Customer Service-oriented
Accomplishments
- GA Notary Public
- Wire Transfer Training
- Operations Champion
- Vault Custodian
- CompTIA Network+
Certification
- GA Notary Public
- CompTIA Network+
- Excel Accounting
Timeline
Relationship Banker II
Regions
12.2024 - Current
Universal Banker II
Truist
04.2024 - 10.2024
Personal Banker
Wells Fargo
11.2022 - 12.2023
Member Service Representative II
Navy Federal Credit Union
01.2022 - 11.2022
Master of Science - CYBERSECURITY
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Bachelor of Science - ACCOUNTING & FINANCE
SOUTHERN NEW HAMPSHIRE UNIVERSITY
HIGH SCHOOL DIPLOMA -
MOUNT ZION HIGH SCHOOL
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