Jamie Ravagni
Springfield,OR
Summary
Relationship Manager with extensive expertise spanning over two decades in the financial sector, adept at streamlining financial processes and enhancing customer satisfaction. Proficient in electronic filing, case management, and legal compliance, ensuring accuracy and efficiency in banking administration. Known for fostering teamwork and mentoring peers, driving continuous improvement and operational excellence.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
First Tech Federal Credit Union
03.2018 - Current
- Provided top-notch clerical support, enhancing case processing efficiency
- Successfully resolved customer issues, fostering trust and retention
- Ensured seamless handling of complex transactions, improving accuracy standards
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
- Meticulously managed complex financial transactions, ensuring compliance with regulations and minimizing errors in account management
- Managed filing system, entered data and completed other clerical tasks.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Senior Personal Banker
Bank of America
01.2000 - 02.2018
- Led team strategies, improving service efficiency and quality with measurable results
- Guided clients on banking products, boosting engagement and satisfaction significantly
- Assessed client financial profiles, recommending tailored solutions for portfolio growth
- Mentored junior bankers, fostering a culture of continuous learning and elevating team performance metrics
- Ensured meticulous compliance with banking regulations, maintaining impeccable audit records and minimizing operational risks
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Education
Business -
Western Oregon University
Monmouth, ORHigh School Diploma -
Toledo High School
Toledo, OR06.1995
Skills
- Data Entry
- Document Scanning
- Records Management
- Case Management
- Customer Service
- Legal Compliance
- Electronic Filing
- Problem Solving
- Time Management
- Team leadership
- Regulatory compliance
- Excellent communication
- Attention to detail
- Cash handling
Certification
Oregon Notary Public
Timeline
Senior Relationship Banker
First Tech Federal Credit Union
03.2018 - Current
Senior Personal Banker
Bank of America
01.2000 - 02.2018
Oregon Notary Public
Business -
Western Oregon University
High School Diploma -
Toledo High School
Similar Profiles
Suerina PieriniSuerina Pierini
Manager Contact Experience Center sales & service at First Tech Federal Credit UnionManager Contact Experience Center sales & service at First Tech Federal Credit Union
Nicole McFarlaneNicole McFarlane
Financial Solutions Representative at First Tech Federal Credit UnionFinancial Solutions Representative at First Tech Federal Credit Union
Fawn LavalleeFawn Lavallee
Assistant Manager at First Tech Federal Credit UnionAssistant Manager at First Tech Federal Credit Union