Jaylen Washington
Lebanon,IN
Summary
With a proven track record at Regions Bank, I excel in building customer relationships and providing tailored financial advice, leveraging skills in financial planning and persuasive communication. My expertise in regulatory compliance and passion for educating clients on banking products have significantly enhanced customer satisfaction and loyalty. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Expert in creating relationships and maintaining them.
Overview
6
6
years of professional experience
Work History
Customer Service Representative
The Farmers Bank
04.2024 - Current
- Responded to customer requests for products, services, and company information.
- Delivered prompt service to prioritize customer needs.
- Promptly responded to inquiries and requests from prospective customers.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Maintained friendly and professional customer interactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Assisted customers with banking needs and inquiries.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Handled various accounting transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Educated customers on online banking and mobile banking applications.
Financial Relationship Banker
Hungtington Bank
04.2023 - 09.2023
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Cultivated strong customer relationships by providing tailored advice and services.
- Adapted products and services to suit customers' changing financial circumstances.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Verified customer identity and reviewed documentation for accuracy.
- Tracked and processed customer account requests and applications.
- Explained account terms and conditions to customers.
- Greeted customers and delivered information about new account processes.
- Activated new accounts and issued customer identification numbers.
- Responded to customer inquiries regarding new accounts and account services.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Collected customer information and completed new account forms.
- Presented new and additional products and services to existing customers.
- Monitored accuracy of customer information in system.
- Provided customers with additional information regarding account services.
- Maintained customer records and updated account information.
Financial Relationship Consultant
Regions Bank
07.2020 - 06.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Educated customers on features and benefits of banking products and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Calculated fees due, interest and change for customer transactions.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Referred customers to other banking departments for specialized services.
- Handled various accounting transactions.
- Generated monthly reports on customer activity and customer feedback.
- Monitored and verified suspicious activity on customer accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Processed applications for new accounts.
- Trained new hires on customer service policies and procedures.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Maintained friendly and professional customer interactions.
Sales Associate AT&T
Prime Communications
05.2018 - 08.2019
- Engaged with customers to build rapport and loyalty.
- Answered customer questions about sizing, accessories, and merchandise care.
- Solved customer challenges by offering relevant products and services.
- Engaged with customers to effectively build rapport and lasting relationships.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Managed returns, exchanges and refunds in accordance with store policy.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Built relationships with customers to encourage repeat business.
Education
High School Diploma -
Lebanon High School
Lebanon, IN08-2018
Skills
- Financial Institution Regulations
- Bank Sales
- Cross-Selling and Partner Referrals
- Product Promotion
- Cash oversight
- New Account Setup
- Customer Service
- Regulatory Compliance
- Loan Closing
- Employee Training Assistance
- Banking relationship management
- Prospect Calling
- Teller Support
- Dual Control Vaults
- Products and Services Knowledge
- Consumer Banking
- Operations Management
- New customer acquisition
- Closing procedures
- Account updating
- Borrower interviewing
- Teller background
- Risk management policies
- Financial advice
- Commercial Banking
- Security knowledge
- Teller experience
- Risk Mitigation
- Consultative Sales
- Educating clients
- Strategic Planning
- Opening accounts
- Account closings
- Money transfers
- Cross-selling expertise
- Persuasive communication style
- Opening and closing procedures
- Community Relations
- Mobile banking support
- Goal Planning
- Building customized solutions
- Cash Handling
- Cash Management
- Financial Planning
- Relationship Management
- Self-motivated nature
- Giving presentations
Timeline
Customer Service Representative
The Farmers Bank
04.2024 - Current
Financial Relationship Banker
Hungtington Bank
04.2023 - 09.2023
Financial Relationship Consultant
Regions Bank
07.2020 - 06.2023
Sales Associate AT&T
Prime Communications
05.2018 - 08.2019
High School Diploma -
Lebanon High School
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