JAYWONI THOMAS
Fort Worth,TX
Summary
Motivated professional, with confirmed success improving productivity, efficiency, and team morale through hands-on experience in operations, administration, and customer service. Outstanding ability to balance multiple priorities, deadlines, and projects in a challenging, time-sensitive environment. Exceptional interpersonal and leadership skills, with the ability to develop professional relationships at all levels of an organization. Unique international experience; work extremely well with individuals from diverse cultural, educational, and economic backgrounds. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
20
20
years of professional experience
Work History
Medical Assistant Externship
JPS STOP SIX CLINIC
Fort Worth , Tx
2005.01
- Prepared patient charts while checking patients in and out of center
- Obtained vital signs including blood pressure, temperature and O2 stats, and prepared lab work with tracking sheets
- When needed assisted with various medical procedures in clinic to accredit hours
- Directed phone calls scheduling appointments including referrals as needed, initialized pre-certifications, and maintained message system for clinic
- Responsible for ensuring pharmaceutical room was kept in good operating order exceeding company standards.
Personal Banker
PNC Bank, NA
Fort Worth , TX
2020.09 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Achieved consistent recognition as top sales performer.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Approached prospective clients through cold calling and emails to meet sales targets.
Personal Banker III
FIRST FINANCIAL BANK
Fort Worth , Texas
2012.04 - 2019.10
- Responsible for building long term relationships with clients in person and by phone
- Assist clients with the opening, management and closing of appropriate retail accounts and IRAs
- Work to understand client’s financial needs and consultatively address by making appropriate product recommendations or referring the client in house to a financial expert as needed
- Deliver superior quality service, such that client needs are met on a consistent, positive basis
- Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact
- Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business,
- Merchant Services)
- Responsible for attending applicable training classes and completing all required trainings
- Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds
- Perform more complex transactions, with assistance as necessary.
Store Manager
CHECK INTO CASH
Fort Worth , Texas
2008.01 - 2012.01
- Create and maintain monthly work schedule for employees
- Serve as point of contact for customers from various areas; answering questions and providing information on loan process and what-to-expect during approved loan period
- Work closely with district management to identify areas of improvement ensuring proper procedures are followed during daily operations and collections
- Ensure policies / procedures disseminated, understood, and enforced equally amongst all personnel within store including employees covering off days; so professional customers relations are upheld
- Collect necessary information to obtain credit standing to process application loans; approve / disapprove loans; accordingly, monitor daily payments dates for all clients; courtesy calls to remind clients of due date
- Using company programs collect and enter client information, documenting all necessary actions, pertinent information from phone conversations, and ensuring confidentiality with all information in each individual client file
- Offer service to receive payment for local bills in the area, western union, money orders and personal check cashing
Sales Associate
JCPENNEY
Fort Worth , Texas
2003.06 - 2008.03
- Accountable for receiving and tagging new merchandise, while gaining information on all pros/cons of the items expected
- To assist customers with location of the product and pricing, utilized database to keep effective inventory tracking
- Operated a resister with credit card system and maintained a balanced cash drawer throughout shift
- Ensured high sales quota by practicing customer interaction guaranteed the best service possible was received.
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
CSR/Cashier
KROGER
Fort Worth , Texas
2001.01 - 2003.01
- Greet all customers entering store
- Responsibilities included operating register efficiently with credit card system and maintaining balanced cash drawer throughout shift while ensuring regular flow of customers through checkout process
- Verify merchandise is priced correctly and accordingly reference daily/ weekly sales; assist customers with questions while visiting our store; organize merchandise on shelves in team effort to maintain well-kept stores for all who visits
- Maintain diverse customer relations to ensure return shoppers.
Education
GENERAL STUDIES
TARRANT COUNTY COLLEGE
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WESTWOOD COLLEGE
2005
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MEDICAL ASSISTANT
Skills
- Loans
- Banking
- Financial advisement
- Financial product knowledge
- Client relationship management
- Cash Handling
- Teller auditing
- Financial services
- Relationship building and management
- Sales and marketing
- File Maintenance
- Banking operations knowledge
- Branch management
Timeline
Personal Banker
PNC Bank, NA
2020.09 - Current
Personal Banker III
FIRST FINANCIAL BANK
2012.04 - 2019.10
Store Manager
CHECK INTO CASH
2008.01 - 2012.01
Medical Assistant Externship
JPS STOP SIX CLINIC
2005.01
Sales Associate
JCPENNEY
2003.06 - 2008.03
CSR/Cashier
KROGER
2001.01 - 2003.01
GENERAL STUDIES
TARRANT COUNTY COLLEGE
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WESTWOOD COLLEGE
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MEDICAL ASSISTANT
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