Jenni Lansford
San Antonio,TX
Summary
Accomplished banking professional with extensive experience at Citi Group, specializing in banking regulations and transaction monitoring. Recognized as Employee of the Year three times for spearheading teams that enhanced customer care and improved client retention. Expertise in financial management, budgeting, risk assessment, and strategic planning drives operational efficiency while fostering team collaboration. Proven ability to build strong client relationships and achieve company objectives, ensuring exceptional service delivery and loyalty.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior MLO Branch Banker
PNC Bank
03.2019 - Current
- Explain/Define Banking Products
- Open and Close accounts
- Process Banking Documents
- Customer Service
- Computer Skills
- Attention to detail as well as due diligence when reviewing/processing documents
- Client resolution/Client retention, resolve client issues in a timely matter while expressing empathy of client impact
- Process banking Transactions
- Build Relationship with Clients and Partners
- Processed teller transactions in previous role prior to promotion
Branch Manager
South State Bank
Venice, Florida
06.2021 - 06.2022
- Promote our client’s life or business needs
- Develop staff by fostering company standards and taking a personal investment in the team
- Maintain monthly and quarterly audits to ensure federal and business standards
- Implemented and adhered sales goals for the financial institution
- Open and close personal and business banking products
- Provide clients with product knowledge and show the value of our brand and our level of commitment to the client’s experience
- Process banking transactions
- Build relationships by participating in community events
- Make personal visits in the community to businesses that were potential clients
- Processed front to back mortgages to include land
- Loan processer
Vice-President
Citi Group
08.2004 - 04.2014
- Company Overview: North America
- Vice-President, High Net Worth Customer Care: managed and developed team members to provide superior customer care regarding client banking needs
- Ensuring all federal regulations are adhered to by staff when handling client sensitive information
- Providing clients with solutions to maximize their banking experience and fortify their financial future
- Managed a team of 20-28 associates
- Monitored call flow – up to 3,000 calls per day
- Managed “cross-site” teams on weekends and holidays – up to 500 associates including international sites overseas
- Managed call trends to engage associates in solutions/problem solving
- Responsible for resolution of client issues (calls escalated to upper management) to improve client retention
- Assisted with Business/Cross Business Analytics to develop new product lines and implement new processes/procedures to remain competitive within the market
- Organized and led conference calls providing all materials necessary to gain efficiency between all internal affected departments/lines of business and external vendors
- Led weekly meetings with cross teams as well as one-on-one meetings with my direct reports
- Employee of the Year in 2009, 2011 and 2012
- Employee of the Month on several occasions
- Community fund raising initiatives for multiple organizations such as American Heart Association, Rainbow Coalition, Habitat for Humanity and March of Dimes
- Partnered in Big Brothers, Big Sisters starting in 2007 and remained an active “Big Sister” until 2014 to present
Education
High School Diploma - General Education, emphasis in business
Kansas State
Iola, Kansas12.1991
Some College (No Degree) - Nursing
Neosho County Community College
Iola, KSSkills
- Communication Skills
- Organized and led conference calls, providing all materials necessary to gain efficiency between all internal affected departments, lines of business, and external vendors
- Led weekly meetings with cross-functional teams, as well as one-on-one meetings with my direct reports
- Leadership
- Anti-money laundering
- Banking regulations
- Cash balancing
- Loan administration
- Banking product sales
- Bank services
- Transactions
- Transaction monitoring
Community Service
- Community fund raising initiatives for multiple organizations such as American Heart Association, Rainbow Coalition, Habitat for Humanity and March of Dimes.
- Partnered in Big Brothers, Big Sisters starting in 2007 and remained an active 'Big Sister' until 2014.
Awards
- Employee of the Year
- 2009
- 2011
- 2012
- Employee of the Month, on several occasions
Accomplishments
- Received "CITIStar" award which highlights the exceptional client & peer focus, meeting all required metrix as well collaboration with vendors while developing new banking products.
- Regional top sales and service leader.
- Regional & district top banker for sales & service
- Community outreach leader
Certification
- MLO ( Mortgage Lending officer)
- Nursing (LVN) certification
Affiliations
- Big Brother Big Sister's program
- Fundraising leader & participant
- Habitat for Humanity
References
References available upon request.
Timeline
Branch Manager
South State Bank
06.2021 - 06.2022
Senior MLO Branch Banker
PNC Bank
03.2019 - Current
Vice-President
Citi Group
08.2004 - 04.2014
High School Diploma - General Education, emphasis in business
Kansas State
Some College (No Degree) - Nursing
Neosho County Community College
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