Summary
Overview
Work History
Education
Skills
Languages
Certification
Work Availability
Timeline
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Jazmin M Jimenez

Deland,FL

Summary

High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Banking Customer Service Representative

Scotiabank _Bank del Progreso
09.2007 - 09.2020
  • Processed various transactions with accuracy and according to bank standards and legal requirements.
  • Contacted potential clients to pursue sales and services.
  • Addressed customer inquiries, requests and complaints with courtesy and professionalism.
  • Complied with established internal controls and policies.
  • Upheld stringent bank standards for loans, money handling, and legal considerations.
  • Educated customers about available services, products and bank resources.
  • Exceeded revenue objectives of per quarter.
  • Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
  • Created, updated and followed up contact and sales records.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Worked well in a team setting, providing support and guidance.

Bank Officer

Popular Bank
03.2004 - 11.2006
  • Conducted cash and key audits for controls and compliance.
  • Assisted with daily cash and ATM balancing.
  • Managed and opened checking, saving and line of credit accounts.
  • Gathered due diligence information for loan document preparation, ordered title work appraisals and secured collateral data from lender.
  • Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.
  • Educated customers on online banking and mobile banking applications.
  • Contacted potential clients to pursue sales and gather funds.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Processed applications for new accounts.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Bank Teller

Popular Bank
03.2003 - 03.2004
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided customer records, account statements and copies of checks.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Sold and cross-sold bank products to new and existing customers.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Assisted with training of new tellers on policies and procedures.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

Education

Bachelor in Marketing -

Dominican University O&M
Dominican Republic

English Course

Liberty Language Academy
Orlando, FL

Skills

  • Attention to detail
  • Credit Solutions Guidance
  • Multitasking
  • Transaction processing
  • Customer service orientation
  • Problem-solving abilities
  • Cash handling
  • Banking software familiarity
  • Effective Customer Communication
  • Customer Experience

Languages

Spanish
English

Certification

Center for Monetary and Banking Studies (CEMYB)

  • Statement of cash flows
  • Credit Analysis and Evaluation
  • Analysis and interpretation of financial statements


Progress Bank

  • Money laundering prevention
  • Customer Services representative
  • Leading personal Effectiveness



Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Banking Customer Service Representative

Scotiabank _Bank del Progreso
09.2007 - 09.2020

Bank Officer

Popular Bank
03.2004 - 11.2006

Bank Teller

Popular Bank
03.2003 - 03.2004

Bachelor in Marketing -

Dominican University O&M

English Course

Liberty Language Academy

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Jazmin M Jimenez