Jennifer Martin
Virginia Beach,VA
Summary
Accomplished Senior Branch Banker with six years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Branch Banker
PNC Bank
01.2023 - Current
- Refer clients to in-house financial experts, as needed.
- Opened new accounts and made changes to existing accounts.
- Investigated and resolved account issues by offering applicable options to customers.
- Identified customer desires and goals through needs-based sales tactics
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships
Universal Banker
PNC Bank
07.2022 - 07.2023
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
Branch Banker
PNC Bank
10.2020 - 07.2022
- Opened new accounts and made changes to existing accounts.
- Identified customer desires and goals through needs-based sales tactics.
- Investigated and resolved account issues by offering applicable options to customers.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Presented products and services to customers using in-depth knowledge to answer questions.
Branch Sales and Service Representative
PNC Bank
08.2019 - 10.2020
- Shared, showed and supported clients on variety of technological digital and online tools and resources to explore solutions to achieve financial goals and financial well-being.
- Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
- Completed special actions like account transfers, stop payments and dispute investigations.
Teller
PNC Bank
07.2017 - 08.2019
- Process a variety of customer interactions such as cashing checks, withdrawals, making payments, cash advances
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Back up teller lead - ensures daily operations and maintenance transactions are completed accurately in a timely manner
- Responsible for training 3-4 employees on the teller line.
Education
High School Diploma -
Landstown High School
Virginia Beach, VA06.2005
Skills
- Office
- Excel
- Staff Training
- Loan Origination
- Data Processing
- Fraud Prevention
- Cash Handling
- Teller Support
- Bank Services
- Sales Tactics
- Cash Handling and Management
- Customer Service
Certification
Notary Public, 11/2020, Present
Awards
2023 Greater Washington Market All Star, 03/2023, The Market All Stars program recognizes employees across the PNC footprint for outstanding performance
Timeline
Senior Branch Banker
PNC Bank
01.2023 - Current
Universal Banker
PNC Bank
07.2022 - 07.2023
Branch Banker
PNC Bank
10.2020 - 07.2022
Branch Sales and Service Representative
PNC Bank
08.2019 - 10.2020
Teller
PNC Bank
07.2017 - 08.2019
High School Diploma -
Landstown High School