Jennifer Kincaid
Boerne,TX
Summary
- Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences.
- Proven record of achieving operational efficiency and quality standards and demonstrating compliance with Texas regulations.
- Exhibits exceptional analytical skills and to conceptualize financial proposals and provide viable solutions.
Overview
9
9
years of professional experience
1
1
Certification
3
3
Languages
Work History
Senior Bank Relationship Officer I
Broadway National Bank
02.2019 - Current
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Promoted a positive work environment through open communication, fostering collaboration among team members.
Customer Service and Billing Representative
City Of Boerne
11.2014 - 01.2019
- Improved billing accuracy by thoroughly reviewing and verifying invoice data before submission.
- Streamlined billing processes for increased efficiency and timely delivery of invoices to clients.
- Enhanced client satisfaction with prompt resolution of billing inquiries and disputes.
- Ensured accurate recordkeeping by maintaining up-to-date customer account information in the database.
- Developed strong relationships with clients, fostering trust and confidence in the company''s billing procedures.
- Reduced late payments by implementing a proactive follow-up system for overdue accounts receivable balances.
Education
No Degree - B.S Physical Therapy
Southwestern University
Cebu PhilippinesSkills
- Time management
- Organizational skills
- Customer service orientation
- Attention to detail
- Stress management
- Emotional intelligence
- Relationship Building and Management
- Analytical Problem Solving
- Cash Handling
- Customer Relationship Management
- CRM Proficiency
Accomplishments
- Collaboratively oversee and manage a team of five individuals.
- Recipient of the Rock Star Award for outstanding performance in the 1st quarters of both 2022 and 2023.
- Successfully executing quarterly campaigns for victory.
- Established and cultivated a robust client base, expanding both clientele and portfolio.
Certification
NMLS certified
Notary Public Certified
Languages
Filipino
Native or Bilingual
English
Full Professional
Cebuana
Native or Bilingual
Quote
"We are what we repeatedly do. Excellence, then, is not an act, but a habit".
Aristotle
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Interests
Reading
Dancing
Cooking
Gardening
Timeline
Senior Bank Relationship Officer I
Broadway National Bank
02.2019 - Current
Customer Service and Billing Representative
City Of Boerne
11.2014 - 01.2019
No Degree - B.S Physical Therapy
Southwestern University
NMLS certified
Notary Public Certified
Similar Profiles
ADRIANA JAIMEADRIANA JAIME
Relationship Banker III at Broadway National BankRelationship Banker III at Broadway National Bank
Elsa AmparanElsa Amparan
Deposit Operations Specialist at Broadway National BankDeposit Operations Specialist at Broadway National Bank
Norman MarquezNorman Marquez
Consumer Credit Underwriter II at Broadway National BankConsumer Credit Underwriter II at Broadway National Bank