JASMINE PRICE
Laurel,MD
Summary
Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals.
Overview
9
9
years of professional experience
Work History
Senior Universal Banker
Sandy Spring Bank
01.2024 - Current
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Selling and issuing cashier's checks and money orders.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Recommending and explaining banking services and products to clients based on their financial needs and goals.
- Opening and closing accounts
- Meeting sales needs for deposit accounts and loans.
- Utilizing client call list to follow up on client needs.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Assisted customers with banking needs and inquiries.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Universal Banker
Truist Bank
08.2022 - 01.2023
- Conduct sales for personal banking and retail banking products
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced teller drawers and ATM cash.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Personal Banker
Forbright Bank
07.2019 - 04.2021
- Deposit checks for new CD accounts, IRA accounts, personal and commercial accounts.
- Monitor bank vaults to ensure balances are correct.
- Use excel as a record keeper for settlement sheets, check cashing and cashier's check logs.
- Upload documents for new accounts in the FDM system.
- Training new hires
- Mentoring new employees to improve efficiency of onboarding process.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Verified customer identity and reviewed documentation for accuracy.
- Tracked and processed customer account requests and applications.
Head Teller
M&T Bank
06.2017 - 07.2019
- Single custodian of currency and coin vault.
- Single custodian of branch ATM.
- Cash checks after verifying signatures are correct, that the written and numerical amounts agree, and that accounts have sufficient funds.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using resources.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Order a supply of cash to meet daily needs.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Prepare and verify cashier's checks.
- Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Count, verify, and post armored car deposits.
- Monitor bank vaults to ensure cash balances are correct.
- Mentoring new employees to improve efficiency of onboarding process.
- Open and close the branch while following the correct bank procedures.
- Replenished ATM funds in empty canisters prior to validation process.
- Mentored newly hired team members on appropriate responses to patron questions.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Trained new hires on customer service policies and procedures.
Customer Service Representative
Whole Foods Market
09.2015 - 05.2018
- Responded to customer requests for products, services, and company information.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Met customer call guidelines for service levels, handle time and productivity.
- Maintained up-to-date knowledge of product and service changes.
- Increased efficiency and team productivity by promoting operational best practices.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Trained new personnel regarding company operations, policies and services.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Used POS system to enter orders, process payments and issue receipts.
- Operated cash register to record transactions accurately and efficiently.
- Performed cash, card and check transactions to complete customer purchases.
Education
High School Diploma -
Gaithersburg High School
Gaithersburg, MD06.2014
Associates of Applied Science -
Montgomery College
Rockville, MDAssociate of Applied Science -
Howard Community College
Columbia, MDSkills
- Operations
- Cash balancing and management
- Etiquette telephone customer service
- Record keeping and documentation
- Problem solving
- Clerical/Administrative experience
- Detail-oriented
- Organization and time management
- Customer confidentiality
- Data entry
- Account maintenance
- Interpersonal communication
- Mentoring
- Financial software
- Document Control
- Clerical Support
- Scheduling
- Staff Supervision
Activities
English, Native language: Burmese, able to understand and read some Spanish., 90+ clock hour certificate for early childhood development, SGA officer, cheer-leading, track and field
References
- Bobbie Hall, Former manager, (240)-750-7427, Bobbieghall@gmail.com
- Erica Harris, Former Supervisor, (301)-433-3336, E.harris@truist.com
- Jennifer Vargas, Former co-worker, (240)-855-4664, Jkvargas721@hotmail.com
Timeline
Senior Universal Banker
Sandy Spring Bank
01.2024 - Current
Universal Banker
Truist Bank
08.2022 - 01.2023
Personal Banker
Forbright Bank
07.2019 - 04.2021
Head Teller
M&T Bank
06.2017 - 07.2019
Customer Service Representative
Whole Foods Market
09.2015 - 05.2018
High School Diploma -
Gaithersburg High School
Associates of Applied Science -
Montgomery College
Associate of Applied Science -
Howard Community College
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