Jennifer Pich
Bandera
Summary
Results-driven relationship banker specializing in customer relationship management and cross-selling strategies. Expertise in financial products enhances client loyalty and drives revenue growth. Strong focus on compliance and risk assessment to support banking operations effectively.
Overview
14
14
years of professional experience
Work History
Relationship Banker III
Jefferson Bank
Boerne
05.2016 - Current
- Developed strong client relationships through personalized financial guidance.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Supported customers with banking services, including wire transfers and direct deposits.
- Conducted regular follow-ups to maintain customer satisfaction and loyalty.
- Collaborated with team members to identify cross-selling opportunities for clients.
- Trained new staff on customer service protocols and banking procedures.
- Prepared loan documents for review and approval by bank management.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Teller
Jefferson Bank
San Antonio
12.2012 - 05.2016
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Assisted customers with account inquiries and provided product information.
- Handled customer complaints professionally, ensuring satisfaction and resolution.
- Delivered exceptional service to customers in person or over telephone.
- Maintained accurate records of all transactions and customer interactions.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Trained new tellers on operational procedures and customer interaction techniques.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Education
Some College (No Degree) - Business Administration
Lindsey Wilson College
ScottsvilleSkills
- Customer relationship management
- Cross-selling strategies
- Financial product expertise
- Banking regulations compliance
- Loan documentation
- Customer service
- Risk assessment
- Portfolio management
- Recordkeeping requirements
- Workplace training
- Microsoft office
Timeline
Relationship Banker III
Jefferson Bank
05.2016 - Current
Teller
Jefferson Bank
12.2012 - 05.2016
Some College (No Degree) - Business Administration
Lindsey Wilson College