Jason Hernandez
Hempstead,NY
Summary
Highly skilled and detail-oriented professional with extensive experience in cash handling and a proven track record of success in different banking roles. Seeking a challenging position that will utilize my exceptional organizational skills, strong leadership abilities, and comprehensive knowledge of financial transactions to contribute to the efficiency and profitability of a dynamic organization.
Overview
9
9
years of professional experience
Work History
CustomerLine Representative
Apple Bank
02.2024 - Current
- Communicate and log complaints in an effective and timely manner while adhering to complaint management policy.
- Identify and escalate calls related to areas of concern, or those of a suspicious nature.
- Provide excellent customer service to external and internal customers to meet their financial needs.
- Educate customers on Apple Bank's products and services.
- Comply with department call classification wrap-up codes, sales management call logging, and Calabrio metadata logging with each customer interaction.
- Make recommendations to resolve customer issues to ensure first-call resolution by communicating with managers and/or partners.
TUTOR
GRADE POTENTIAL TUTORING
06.2022 - Current
- Planning, preparing, and delivering lessons
- Helping pupils improve their listening, speaking, reading, and writing skills in individual sessions
- Assessing students' work, and providing feedback
- Support students with helpful study habits and exam strategies
- Collaborate with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Worked closely with students on specific class struggles, closely reviewing materials and assignments to offer targeted help.
Branch Ambassador
Capital One
02.2018 - Current
- Assist customers on the teller and platform side to create a smooth customer experience, i.e deposits, withdrawals, bank checks,
- Established rapport with new clients to increase satisfaction and loyalty.
- Available to travel within market when needed supporting a diverse customer base
- Mentor to ambassadors helping grow their skills through continued coaching and recognition
- Initiate wires, open small business accounts, trust accounts, and estate accounts
- Responsible for ensuring the branch is operationally sound
- The branch has successfully passed five audits under my direct support
- The lane leader must help keep associates motivated to perform daily tasks in an efficient manner
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Evaluated client financial positions and identified most appropriate banking products.
- Responsible for maintaining cash for the branch at appropriate levels and ordering as needed
- Detected and deterred fraud in excess of $70,000 (obtained Eagle Eye Award)
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Ensure all audit and security policies and procedures are followed in accordance with bank policy and federal regulation
Showcase how to easily navigate our mobile and online experience, using the branch iPad. - Take an active role in educating customers on other bank channels as well as products and services
- Help customers determine both personal and business financial needs.
- Helping minimize financial anxiety by guiding them to their financial destination.
Teller
Capital One Bank, ATM
02.2016 - 01.2018
- Responsible for the handling, processing, and servicing of clients' branch transactions in a prompt, efficient, and accurate manner
- Controlling and monitoring the levels of cash in the teller drawer and following all check cashing and cash handling procedures
- Supervises the ATM making sure it has enough cash and is functioning properly throughout the day
- Obtained district wide recognition for 7 perfect CEMP(customer) surveys in a row.
Education
Bachelor of Arts - Spanish Language and Literature and French Language and Literature
Stony Brook University
Stony Brook, NYSkills
- Excellent Communication
- Proficient in Microsoft Office suite
- Time Management
- Problem Solving
- Risk and Compliance
- Leadership
- Team Collaboration
- Staff Training
Timeline
CustomerLine Representative
Apple Bank
02.2024 - Current
TUTOR
GRADE POTENTIAL TUTORING
06.2022 - Current
Branch Ambassador
Capital One
02.2018 - Current
Teller
Capital One Bank, ATM
02.2016 - 01.2018
Bachelor of Arts - Spanish Language and Literature and French Language and Literature
Stony Brook University