Jennifer Mason
Hickory,NC
Summary
Professional in the banking industry for 10 years with knowledge of policy, procedures and operational standards as a Client Service Specialist and Consumer banking Relationship Specialist. Ready to advance my career to the Banking Center Manager position and use the knowledge I have learned over the years to provide leadership to my peers and continued success to Bank OZK.
Overview
18
18
years of professional experience
Work History
Consumer Banking Relationship Specialist
Bank OZK
Lincolnton, North Carolina
07.2023 - Current
- Utilize the needs assessment tool to uncover financial needs and build client relationships
- Open accounts including consumer, business, savings, IRA, Trusts, Estates, POA and CD's
- Connected clients with appropriate business partners for solutions
- Perform business development outreach calls to increase KPI goals
- Assumed acting manager responsibilities during periods when the Banking Center Manager position was vacant
- Manage surprise cash audits each month
- Assisted tellers by answering questions, processing transactions, and guiding operational procedures.
Client Service Specialist/Teller
Bank OZK
Lincolnton, North Carolina
02.2018 - 07.2023
- Performed transactions on the teller line including deposits, withdrawals, loan payments, check cashing, and cash advances
- Balanced cash drawer daily, contributing to overall financial accuracy and accountability
- Assisted clients with account maintenance and information
- Balance ATM and vault
- Issue debit cards
- Comply with policy and procedures to reduce exceptions and audit findings
Teller
Shuford Credit Union
Hickory, NC
08.2016 - 02.2017
- Performed client transactions
- Maintained a balanced cash drawer
- Assisted clients with account information
- Organized and filed account opening paperwork for easy retrieval.
- Assisted with loan closing signatures
Teller
Park Sterling Bank
Gastonia, North Carolina
04.2012 - 10.2013
- Promptly processed large commercial deposits and change orders
- Maintained a balanced cash drawer and printed daily proof of cash
- Performed teller transactions
- Maintained friendly and professional customer interactions
- Located and provided account information
- Organized, stocked and maintained teller window
- Answered and directed phone calls
Cashier/Retail Sales Associate
Cracker Barrel
Hickory, North Carolina
10.2008 - 05.2012
- Provided customer service
- Assisted guests with locating customer merchandise
- Stocked
- Answered and directed phone calls
- Printed and documented hourly sales reports
- Offered add-on items to guests to increase sales add on items to guests
Education
Fred T. Foard High School
Hickory, NCSkills
- Financial needs assessment
- Policy compliance
- Time management
- Goal-oriented to meet KPI's
- Customer service excellence
- Attention to detail
Timeline
Consumer Banking Relationship Specialist
Bank OZK
07.2023 - Current
Client Service Specialist/Teller
Bank OZK
02.2018 - 07.2023
Teller
Shuford Credit Union
08.2016 - 02.2017
Teller
Park Sterling Bank
04.2012 - 10.2013
Cashier/Retail Sales Associate
Cracker Barrel
10.2008 - 05.2012
Fred T. Foard High School