Jennifer Jordan
Vacaville,CA
Summary
Trustworthy banking professional skilled in working in a customer-focused work environment. Offering strong knowledge of banking products and services. Consistently accurate in counts and balances. Positive, dependable and upbeat with strong communication and problem-solving abilities. Well-versed in customer care and successful in achieving sales goals while maintaining high levels of customer satisfaction. Highly motivated to learn, grow and excel in the financial industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Branch Service and Sales Officer
Union Bank- MUFG
San Rafael, CA
06.2021 - Current
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations at the teller line.
- Uncovered customers financial needs, established trust and optimized sales opportunities resulting in quality personalized service.
- Educated clients on how to navigate bank technology such as kiosks and other digital engagement.
- Worked closely with team to strategize sales techniques to increase branch production.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Recognized needs and referred to appropriate partner or line of business for cross-sell or service opportunities.
- Managed branch vault and cash supply to keep appropriate level of currency on hand.
Teller
Wells Fargo
Mill Valley, CA
04.2019 - 06.2021
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Promoted products or services to each customer to consistently achieve sales targets.
- Observed all procedures regarding risk and compliance to prevent possible loss or exposure to the bank and our customers.
- Executed customer transactions, including deposits, withdrawals, wires, money orders and checks.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained teller drawer to perform bank transactions.
Manager
Taco Bell
Winters, CA
05.2015 - 03.2019
- Onboarded new employees, including training, mentoring and new hire documentation. Cross-trained existing employees to maximize team agility and performance. Evaluated employees' strengths and assigned tasks based upon experience and training.
- Reviewed performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Maintained high standards and expectations around food quality, customer service, food safety, and store cleanliness.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Completed and filed all reports, checklists and invoices. Reviewed timesheets and submitted payroll bi-weekly.
- Kept accurate inventory of all supplies and placed orders when needed.
- Prepared the store and team for audits through risk management.
Education
Associate of Science - Business Management
Penn Foster College
Online - Est. 2022High School Diploma -
Winters High School
Winters, CA2017
Skills
- Customer Service-Oriented
- Product and Service Sales
- Excellent Time Management
- Effective Communication
- Task Prioritization
- Issue and Complaint Resolution
- Regulatory Compliance
- Relationship Building
- Cash Handling Expertise
- Team Leadership
Certification
- NMLS- June 2021 to Present
Timeline
Branch Service and Sales Officer
Union Bank- MUFG
06.2021 - Current
Teller
Wells Fargo
04.2019 - 06.2021
Manager
Taco Bell
05.2015 - 03.2019
Associate of Science - Business Management
Penn Foster College
High School Diploma -
Winters High School