Jennifer Ballentine
Hermitage,PA
Summary
Energetic Customer Service Professional dedicated to delivering positive, memorable experiences for customers. Exceeded expectations through effective time management, multitasking, and natural sales talents. Leveraged banking experience to establish customer accounts, adhere to security protocols, and support audits while building strong relationships.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Relationship Banker
First Commonwealth Bank
New Castle, Pa
05.2021 - 10.2026
- Consulted with customers to understand their financial needs and prepare individualized proposals.
- Built client base by proactively contacting potential clients and recommending opportunities.
- Cultivated strong relationships with members through effective application of sales processes, enhancing client engagement.
- Delivered comprehensive services, including professional fee-based advice and financial planning, to meet diverse client needs.
- Built customer relationships through personalized banking conversations at First Commonwealth Bank.
- Identified customer needs and recommended deposit and lending solutions.
- Explained account features, fees, and banking policies to customers.
- Resolved account issues and supported daily branch service requests.
- Referred customers to mortgage, investment, and business banking specialists.
- Balanced cash drawer and followed bank security and compliance procedures.
- Assisted customers in opening new checking and savings accounts, and providing services such as wire transfers and direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Advised customers on bank products, services and financial planning options.
- Educated clients about various banking products available at the institution.
- Modified customer accounts based on client needs and bank policies.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Opened and serviced accounts within authorized limits.
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Complied with security procedures and protocols when opening and closing bank vault.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Maintained a portfolio of high-value clients, ensuring high client satisfaction and retention through tailored service.
- Built positive and productive customer connections to drive consistent sales.
Direct Support Professional
Verland
Hermitage, PA
08.2020 - 02.2021
- Delivered personal care and support aligned with individual support plans.
- Provided care that promoted patient health, safety, dignity, and contentment.
- Monitored and assisted with daily living activities, including bathing, grooming, and room care.
- Assisted with bathing, dressing, grooming, and meals.
- Administered medications and set up reminders for clients in alignment with medication administration record.
- Prepared nutritious meals according to dietary guidelines. based on nutritional requirements and special diets.
- Coordinated with nurses, supervisors, and families on care needs.
- Applied and upheld standard precautions and procedures used for infection control.
- Ensured resident safety during daily routines, transitions, and community outings.
- Collaborated with nurses, supervisors, and families to address and fulfill care needs.
- Monitored individuals' behaviors, documented observations, reported any changes or concerns to supervisor.
Customer Service
Lowe's Home Improvement
Warren, OH
01.2020 - 08.2020
- Communicated with customers via phone, email, and chat and helped customers to navigate the company's website to place orders online.
- Quoted prices for items desired, explained credit terms and collected credit information to qualify customers.
- Greeted customers, accurately repeated orders, provided samples, and completed transactions to ensure satisfaction.
- Communicated with customers via phone, email, and chat, guiding them to navigate the company's website for seamless online ordering.
- Resolved product returns, responded to shipping inquiries, and answered order status questions to enhance customer experience.
- Processed orders and coordinated delivery schedules to meet customer needs.
- Processed product orders, including entering customer orders and completing stock replenishment orders.
- Investigated [Product or Service] concerns, communicating between departments such as sales and production to understand issues.
- Interacted with customers to identify and address their needs. to understand and resolve issues and answer product questions.
- Consulted with customers to understand their desires and suggest the best products to meet their needs.
Sales Lead
Motherhood Maternity Outlet
Grove City, PA
10.2019 - 01.2020
- Planned and executed successful sales promotions to drive revenue growth.
- Consulted with customers to understand their desires and suggest the best products to meet their needs.
- Monitored sales staff activities and performance to resolve issues promptly and enhance revenue generation.
- Resolved escalated customer issues to restore loyalty and secure continued sales.
- Reviewed the incoming orders and assigned work to the [Job title]s to maintain a demanding schedule.
- Consulted with customers to identify needs and recommend optimal product solutions.
Food processor
Dean Dairy Products Co
Sharpsville, PA
07.2006 - 06.2019
- Weighed and measured ingredients to match the recipe's formula and achieve the desired consistency.
- Reviewed the incoming orders and prepared for the day's orders.
- Weighed and measured ingredients to ensure recipe accuracy and achieve desired consistency.
- Ensured compliance with state regulations for processing milk and by-products. for processing milk and bi-products.
- Washed and sanitized tanks, lines, and equipment to maintain compliance and ensure product safety.
- Moved heavy boxes, containers and pallets with the use of hand trucks and pallet jacks.
General Manager
LA Weightloss
Hermitage, PA
05.2004 - 07.2006
- Ensured associates met operational guidelines, brand standards, customer service expectations, and company policies.
- Conducted analysis to guide strategic decisions and presented actionable recommendations to senior leadership.
- Managed inventory, scheduling, and daily operations of the store.
- Trained team members on effective customer service techniques to enhance team performance.
- Train and motivate team members.
- Facilitated back office procedures, including hiring and employment processes.
- Responsible for inventory, scheduling and maintaining daily operations of the store.
- Oversaw team member performance, conducted performance appraisals, and facilitated promotion recommendations.
- Recognized for maintaining above 100% of my sales goal for a year.
Education
High School Diploma - Academic
Farrell High School
Farrell, PASkills
- Customer needs assessment
- Financial proposals
- Investment strategies
- Loan documentation
- Transaction processing
- Bank compliance
- Branch operations
- Prospect leads
- Relationship management
- Customer service excellence
- Client relations
- Record organization
- Trained in Salesforce
Certification
- Licensed Notary
- NMLS license
Timeline
Relationship Banker
First Commonwealth Bank
05.2021 - 10.2026
Direct Support Professional
Verland
08.2020 - 02.2021
Customer Service
Lowe's Home Improvement
01.2020 - 08.2020
Sales Lead
Motherhood Maternity Outlet
10.2019 - 01.2020
Food processor
Dean Dairy Products Co
07.2006 - 06.2019
General Manager
LA Weightloss
05.2004 - 07.2006
High School Diploma - Academic
Farrell High School