Jennifer Harris
Humble,TX
Summary
Dedicated professional with over 10 years of experience in the Financial Services industry, providing excellent customer service, sales support and high-quality financial offerings to consumers and business clients. Seeking a dynamic setting where I can best utilize my experience and continue my career growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Personal Banker
Wells Fargo
01.2024 - Current
- Enhanced customer satisfaction by delivering personalized banking solutions and resolving inquiries.
- Facilitated new account openings and processed transactions to enhance client experience.
- Fostered client relationships by identifying financial goals and proposing tailored solutions.
- Recommended relevant bank products through comprehensive knowledge of services offered.
- Promoted digital banking, connecting clients with specialized bankers to boost engagement.
- Ensured compliance with regulatory standards, including SAFE Mortgage Licensing Act of 2008.
- Executed cash handling tasks accurately, maintaining financial integrity and security.
- Led outreach initiatives, engaging customers through targeted phone and email communication.
Universal Banker
Stellar Bank
11.2022 - 01.2024
- Cultivated strong relationships with retail and business clients for growth.
- Communicated effectively with clients and colleagues, enhancing team collaboration.
- Managed teller and banker roles, balancing workload efficiently for optimal service.
- Maintained compliance with banking regulations and policies through continued education.
- Reviewed legal documents, ensuring accuracy for Trusts, Estates, and Guardianships.
- Utilized various software tools, including Word and Excel, for streamlined operations.
Universal Banker
State Bank of Texas
11.2020 - 11.2022
- Cultivated strong retail and business client relationships for enhanced loyalty.
- Demonstrated excellent communication and problem-solving skills with clients and colleagues.
- Streamlined workload effectively between teller and banker responsibilities.
- Updated knowledge of bank policies and regulations for compliance and security.
- Reviewed legal documents including Trusts, Estates, and Powers of Attorney proficiently.
- Utilized Word, Excel, Navigator, and Fiserv for efficient operational tasks.
Assistant Branch Manager
Woodforest National Bank
07.2013 - 11.2020
- Achieved branch sales goals through effective team coaching and support.
- Facilitated teller onboarding by educating on bank policies and procedures.
- Ensured branch compliance with regulations and internal policies consistently.
- Resolved client complaints effectively, enhancing customer satisfaction and loyalty.
- Managed employee schedules to optimize branch operations and workflow.
- Audited and balanced all cash drawers and financial instruments accurately.
Education
Associate of Science -
Brown Mackie College
Indianapolis, IN11.2012
Skills
- Salesforce
- Goal-Setting
- Marketing
- Task Delegation
- Financial management
- DocuSign
- Clerical experience
- Sales
- Supervising experience
- Typing
- Strong Communication
- Leadership
- Banking
- Financial services
- Customer service
- Customer financing
- Data Entry
- Cash handling
- Relationship building
- Branch operations
- Customer satisfaction
- Client relationship management
- Positive attitude
- Fraud prevention
- Attention to detail
- Relationship building and management
- Banking policies and procedures
- Financial advising
- Account maintenance
- Regulatory compliance
- Loans
- Account management
- Relationship management
- Loan processing
- Cross-selling products
- Transaction processing
- Teller support
- Branch management
Certification
- NMLS ID: 2572153
- Notary Public
Timeline
Associate Personal Banker
Wells Fargo
01.2024 - Current
Universal Banker
Stellar Bank
11.2022 - 01.2024
Universal Banker
State Bank of Texas
11.2020 - 11.2022
Assistant Branch Manager
Woodforest National Bank
07.2013 - 11.2020
Associate of Science -
Brown Mackie College