Summary
Overview
Work History
Education
Skills
Timeline
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Jenna Beard

Tulsa

Summary

Dynamic Relationship Banker with a proven track record at Arvest, excelling in customer satisfaction and financial advising. Skilled in relationship building and cash handling, I consistently achieved sales targets while providing tailored banking solutions. My critical thinking and organizational skills fostered strong client connections, driving business development and enhancing overall branch performance. I have worked on receiving a degree in Business Administration and Fiance and am continuing that journy,

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

5
5
years of professional experience

Work History

Relationship Banker

Arvest
08.2023 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.

Teller

Arvest
08.2023 - Current
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.

Assistant Store Manager

Dollar Tree
06.2021 - 08.2023
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Rotated merchandise and displays to feature new products and promotions.
  • Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Streamlined inventory management with regular audits, accurate ordering, and efficient stock organization.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Increased employee retention, training staff in effective customer service techniques and product knowledge.

Cashier

Dollar Tree
06.2020 - 06.2023
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Assisted customers with returns, refunds and resolving transaction issues.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Contributed to store success by maintaining high standards of cleanliness throughout the facility.
  • Mentored new employees on cashier duties and best practices, improving overall staff performance.
  • Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
  • Streamlined checkout process for increased efficiency and reduced waiting times.

Education

High School Diploma -

Alma High School
Alma, AR
06-2020

Business Administration And Finance

University of Fort Smith
Fort Smith, AR
06-2020

Skills

  • Relationship building and management
  • Sales expertise
  • Cash handling
  • Financial planning
  • Creative thinking
  • Financial advising
  • Banking
  • Business development
  • Policy development and implementation
  • Employee motivation
  • Organizational skills
  • Critical thinking

Timeline

Relationship Banker

Arvest
08.2023 - Current

Teller

Arvest
08.2023 - Current

Assistant Store Manager

Dollar Tree
06.2021 - 08.2023

Cashier

Dollar Tree
06.2020 - 06.2023

High School Diploma -

Alma High School

Business Administration And Finance

University of Fort Smith

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