Jazminn Williams
Newark,DE
Summary
Committed job seeker with over 20 years of customer service experience. Over 17+ years of banking and finance experience. Over 10 years of managerial experience. Experience includes Account handling, Cash handling, Audits, Operations and Risk management. Knowledgeable of KYC, OFAC, ChexSystems, Ctr's, and SAR's. Engage in campaigns, cold calling, and visited local businesses to ensure a growth in deposits. Knowledgeable in excel, PowerPoint, word, and outlook. I am hardworking and dedicated.
Overview
17
17
years of professional experience
Work History
Relationship Banker
TRUIST
West Chester, PA
08.2023 - Current
- Conducted monthly reviews of clients' portfolios to identify opportunities for additional products or services
- Performed risk analysis on prospective loans prior to underwriting process
- Completed monthly audits with management team
- Open accounts for new clients and obtain required information to complete the process accurately
- Resolved discrepancies concerning customers' accounts
- Manage cash and platform responsibilities accurately
- Adhered to banking rules and regulations to ensure clients information is confidential
- Meet daily deadlines accurately
Branch Operations Coordinator
New York Community Bank
Staten Island, NY
07.2012 - 08.2023
- Assigned duties to employees and review work for accuracy
- Collected and interpreted data to validate operational processes
- Educated clients on how to conduct banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Balanced the branch opening and closing records daily
- Managed daily huddles to ensure a plan was in place for the success of the bank
- Coach employees on work performance to ensure excellent customer service was being provided to clients
- Manage Book of Business account to ensure business clients documents were up to date yearly
- Complied with company policies, banking and BSA regulations to protect the company and clients from fines, lawsuits, and fraud
- Managed financial center traffic, appointments, and outbound calls effectively
- Increased efficiency and drove branch revenue by optimizing daily operations
- Completed daily overdraft reports and new accounts reports
- Completed monthly audit for the whole branch successfully
- Successful in identifying solutions for new and existing clients based on their needs
Financial Service Associate
New York Community Bank
Staten Island, NY
07.2007 - 07.2012
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Met or exceeded sales goals by promoting bank products and services in customer interactions
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees
- Builds network by developing relationships with customers and teammates
- Assist clients with retirement products and set up appointment with financial representative
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries, and emails
- Educated clients on various products to ensure clients needs were being meet
Education
Associate of Applied Business - Business Administration
Kingsborough Community College of The City University of New York
Brooklyn, NY06.2006
Skills
- Leadership skills
- Analytical skills
- Multitasking
- Oral Communication
- Critical Thinking
- Strong Communication skills
- Data Analytics
- Customer Service skills
- Adaptability
- Attention to detail
Timeline
Relationship Banker
TRUIST
08.2023 - Current
Branch Operations Coordinator
New York Community Bank
07.2012 - 08.2023
Financial Service Associate
New York Community Bank
07.2007 - 07.2012
Associate of Applied Business - Business Administration
Kingsborough Community College of The City University of New York