JAKLEEN HALEM
Fontana,CA
Summary
Dynamic and attentive Personal banker specializes in retail banking, customer service, and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support the company and customers.
Overview
7
7
years of professional experience
Work History
Documentation Specialist
Signature Bank
03.2023 - 04.2023
- Provide operational support and assistance to PCG's regarding new account opening
- Conduct quality control of client new account documentation ensure client accounts conform to the bank's Anti-Money Laundering, Know your client policies, regulatory requirements
- Active monitoring of owned pending accounts in queue ensuring PCG's clear missing documents and or information in a timely matter.
Personal Banker II
Comerica Bank
12.2021 - 03.2023
- Provide customer service and assisting with new accounts, loans, bonds, and securities
- Telemarketing and customer care calls
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Work effectively as a team member
Universal Banker, US Bank
12.2019 - 02.2021
- Provide customer service and assisting with new accounts, loans, bonds, and securities
- Engaging with customers; can begin a conversation, build rapport, and handle objections
- Able to identify customer financial needs, goals and objectives; comfortable asking customers about their personal and business finances
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Telemarketing and customer care calls
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Entrusted with running my own branch with new staffing
- Earned a top performer award for 2019 and 2020
Relationship Banker
Bank of America
08.2016 - 12.2019
- Experience in financial services, retail sales goal-oriented environment
- Cross-selling, up-selling and referring products
- Engaging with customers; can begin a conversation, build rapport, and handle objections
- Able to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Sell customers on meeting with a sales associate to learn about products/services
- Respond and assist customers with inquiries and/or problem resolution
- Open accounts
- Work effectively as a team member
Education
Bachelor of Science -
California Baptist University
Riverside, CASkills
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Certifications and Licenses
- California Notary Public
Languages
Arabic
Native or Bilingual
Timeline
Documentation Specialist
Signature Bank
03.2023 - 04.2023
Personal Banker II
Comerica Bank
12.2021 - 03.2023
Universal Banker, US Bank
12.2019 - 02.2021
Relationship Banker
Bank of America
08.2016 - 12.2019
Bachelor of Science -
California Baptist University
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