Jammi Glenn
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
Work History
Relationship Banker
Arvest
06.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Responded to customer inquiries regarding new accounts and account services.
- Maintained customer records and updated account information.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Verified customer identity and reviewed documentation for accuracy.
Substitute Teacher/Special Education Paraprofessional
Fordland School
10.2020 - 05.2022
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Assisted in creating a safe and nurturing classroom environment that promoted emotional well-being and academic growth for all students.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Supervised lunchroom and recess activities.
- Supported students in developing social skills through structured activities and positive reinforcement techniques.
- Provided one-on-one support for students with learning disabilities, enabling them to excel in their coursework.
- Provided support to special education students in inclusive classrooms, developing accommodations and modifications to meet their unique needs.
Tax Preparer and Accountant
ATMS LLC
02.2019 - 04.2021
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Researched complex tax issues utilizing online resources and professional tax software.
- Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Mentored junior colleagues in tax preparation methods, contributing to a more knowledgeable and capable team.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
Office Manager
H&R Block
01.2016 - 07.2018
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Created, maintained and updated filing systems for paper and electronic documents.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Reported to senior management on organizational performance and progress toward goals.
Office Assistant
DitchBiz Mapping And Locating
10.2010 - 04.2012
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Maintained and updated office records, both digital and physical.
- Contributed to a positive work environment by fostering open communication among colleagues.
Office Clerk
Oxford Healthcare And Hospice
04.2009 - 05.2011
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Interacted with customers by phone, email, or in-person to provide information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Maintained organized files and stocked supplies to support team needs and maximize performance.
- Managed incoming calls and correspondence professionally, ensuring timely responses to clients and colleagues alike.
- Upheld strict confidentiality standards when handling sensitive client or company information in both digital formats or hard-copy documents.
Office Assistant
Summer Fresh Supermarket
10.2006 - 09.2008
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Maintained and updated office records, both digital and physical.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Increased customer satisfaction by providing professional and courteous front desk support.
- Collaborated with various departments to complete assigned tasks.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
Office Assistant
Mac Excavating
01.2000 - 05.2001
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
Education
GED -
Seymour High School
Seymour, MO07.2001
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Financial Services
- Money Handling
- Teller Support
- Banking
- Loans
- Financial Advising
- Cross-Selling Products
- Financial Planning
- Creative Thinking
- Community Relations
- Recordkeeping requirements
- Cash Flow Management
- Loan Origination
- Policy development and implementation
- Employee Motivation
- Loss Prevention
- File Maintenance
- Banking operations knowledge
- Documentation
- Account updating
- Records Maintenance
Timeline
Relationship Banker
Arvest
06.2022 - Current
Substitute Teacher/Special Education Paraprofessional
Fordland School
10.2020 - 05.2022
Tax Preparer and Accountant
ATMS LLC
02.2019 - 04.2021
Office Manager
H&R Block
01.2016 - 07.2018
Office Assistant
DitchBiz Mapping And Locating
10.2010 - 04.2012
Office Clerk
Oxford Healthcare And Hospice
04.2009 - 05.2011
Office Assistant
Summer Fresh Supermarket
10.2006 - 09.2008
Office Assistant
Mac Excavating
01.2000 - 05.2001
GED -
Seymour High School