Summary
Overview
Work History
Education
Skills
Awards
Timeline
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Jenna Merschman

Tampa,FL

Summary

Professional Implementation Analyst skilled in working within customer-focused work environments. Offering strong knowledge of banking products and services. Consistently recognized for helping cliental with a smiling face.

Overview

4
4
years of professional experience

Work History

Treasury Management Sales Analyst

The Bank of Tampa
02.2024 - 09.2024
  • Provided support to the Treasury Sales team by creating proposals and implementing services onto accounts for the commercial clients.
  • Lead the team with a problem solving perspective for both internal and external interactions within the banking community.
  • Onboarded current and prospect clients with new or elaborating Treasury Services as requested in a timely manner while identifying and fixing any complications.
  • Maintained a strong client-oriented focus by communicating via phone calls, emails, demo videos, in-person meetings, Microsoft Teams meetings, and in-person trainings
  • Consistently provided outstanding service to all clients with willingness to help and friendly attitude
  • Served as the point of contact for commercial Treasury Service requests and pricing inquiries

Teller Banking Representative

The Bank Of Tampa
03.2023 - 01.2024
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, and services charges.
  • Processed clients transactions promptly, minimizing wait times.
  • Assisted with training of new tellers on policies and procedures.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Maintained knowledge of bank products and services to to clients.

Marketing Intern

Big Top Manufacturing Inc.
09.2022 - 02.2023
  • Assisted with development of event strategies and tactical plans to promote accomplishment of marketing goals.
  • Helped with planning and hosting of marketing events.
  • Traveled to trade shows to assist the marketing and sales team with booth set up and breakdown, sharing knowledge of the company, and talking with potential clients as well as current clients.

Creative Department Intern

Bud-K
05.2020 - 07.2020
  • Planned and prepared for on-location and studio shoots.
  • Selected and set up appropriate props, backdrops and lighting.
  • Performed advanced computer processing of images for assignments.
  • Shot photographs in controlled lab, field and remote environments.
  • Completed complex photo shoots at indoor and outdoor venues.
  • Digitally edited photos to enhance appearance.

Education

Bachelor of Arts - Advertising

The University of Alabama
Tuscaloosa, AL
05.2022

Skills

  • Adobe Systems Software - Photoshop, Indesign, and Illustrator
  • Idea Brainstorming
  • Entertainment Content
  • Work Planning and Prioritizing
  • Google Drive - Docs, Slides, and Sheets
  • Team Meetings - Microsoft Teams & Webex

Awards

The Outstanding Client Service Award 2024


Timeline

Treasury Management Sales Analyst

The Bank of Tampa
02.2024 - 09.2024

Teller Banking Representative

The Bank Of Tampa
03.2023 - 01.2024

Marketing Intern

Big Top Manufacturing Inc.
09.2022 - 02.2023

Creative Department Intern

Bud-K
05.2020 - 07.2020

Bachelor of Arts - Advertising

The University of Alabama
Jenna Merschman