Jennifer Hall
Fort Myers,FL
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to bring 19 years' experience in related roles to a dynamic position at Truist.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Relationship Banker
Truist Bank
Fort Myers, FL
05.2021 - Current
- 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.
- Suggested tactics to improve banking functions and products.
- Identified financial needs of customers and presented appropriate product and service options.
- Opened and serviced accounts within authorized limits.
- Maintained and built strong client relationships through quality, personalized interactions.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
- Executed wire transfers of funds in compliance with banking best practices.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Worked with cross-functional teams to achieve goals.
- Recognized by management for providing exceptional customer service.
Real Estate Broker
Hall Residential
Charlotte, NC
12.2018 - Current
- Completed 301 Broker Responsibilities, 303 NC Law, Rules, & Legal Concepts, Realtors Property Resource Class
- Generated Hall Residential marketing materials including photography and comps for market analysis
- Updated CRM browser & maintained client database
- Maintained Social Media Websites.
Business Development Group
Vanguard
Charlotte, NC
09.2008 - 07.2018
- Duties included: consolidating assets with Vanguard, evaluating clients’ needs, providing guidance on Vanguard’s products and services, assisting with money movement process, and demonstrating knowledge of regulatory and departmental policies and procedures
- Small Business Trained
- Consistently exceed calibrated standards for Business Development Group in sales goals and new asset acquisition
- Member of the United Ways Season of Caring Volunteer Committee and Diversity Committee
- Two Time Recipient: Mojo Award for Excellence
- Promoted from Retail Services 06/2010
- Executed monetary and clerical transactions
- Averaged 98% call quality (exceeded calibrated standards for Retail Services).
Head Teller/ Customer Service Representative
Virginia Commerce Bank
Manassas, VA
12.2007 - 04.2008
- Duties included: Managing teller line, opening/closing branch, creating employee schedule, maintaining and auditing bank vault, conducting monthly audits.
Customer Service Representative
1st Service Bank/ SONA Bank
Reston, VA
12.2005 - 05.2007
Education
B.A. Psychology -
George Mason University
Skills
- Teller Support
- Financial Processes Understanding
- Community Relations
- Banking
- Teller Background
- Financial Services
Certification
- Notary Public
- Held Series 6, 7, and 63 Licenses in NC
Timeline
Relationship Banker
Truist Bank
05.2021 - Current
Real Estate Broker
Hall Residential
12.2018 - Current
Business Development Group
Vanguard
09.2008 - 07.2018
Head Teller/ Customer Service Representative
Virginia Commerce Bank
12.2007 - 04.2008
Customer Service Representative
1st Service Bank/ SONA Bank
12.2005 - 05.2007
B.A. Psychology -
George Mason University