Summary
Overview
Work History
Education
Skills
PROFESSIONAL LICENSES & ASSOCIATIONS
Timeline
Generic

Jennifer Rich

Tallahassee,FL

Summary

Thirty-seven plus years of banking experience, client oriented work experience, utilizing accounting, personnel, and bookkeeping software. Experience with various banking software systems. Held a variety of increasingly responsible positions from entry level operations to banking Assistant VP and Branch Manager at multiple Tallahassee branches. Held responsibility for HR benefit coordination and payroll processing for an organization of 150 employees. Comfortable in positions requiring leadership, self-motivation, innovation, adherence to industry regulations, initiative, and independent thinking. Depending on the position assigned, able to lead or follow with equal ease. Dedicated and loyal employee with a desire to go above and beyond the expected norm.

Overview

36
36
years of professional experience

Work History

Senior Relationship Banker

TRUIST
TALLAHASSEE, FL
01.2021 - Current
  • Recommend bank products to clients and open appropriate accounts, as well as perform various daily account maintenance assisting clients with various issues and needs
  • Assist clients with all personal lending needs
  • Handled various accounting transactions.
  • Calculated fees due, interest and change for customer transactions.
  • Educated customers on online banking and mobile banking applications.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Maintain energy and enthusiasm in a fast-paced environment
  • Conduct research, gather information and present results

Teller III

SunTrust Bank Now Truist
Tallahassee, FL
12.2019 - Current
  • Processed as many as 450 teller transactions daily accurately and efficiently at busy financial center
  • In Teller Coordinator's absence, balance vault daily with zero error rate, as well as order and process weekly branch cash shipment
  • Cash Dispenser custodian
  • Conduct special service and account transactions for customers,
  • Warmly welcome customers and offer pleasant service during entire transaction, which produces repeated 100% satisfaction ratings
  • Receive cash and checks for deposits, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills
  • Met or exceeded sales goals by promoting bank products and services in every interaction

Floating Teller III

SunTrust Banks Now Truist
Tallahassee, FL
12.2018 - Current
  • Adhered to financial services security and audit procedures.
  • Trained employees on cash drawer operation
  • Traveled between six Tallahassee branches providing versatile Teller assistance at a moments notice covering staffing shortages, vacations and illness
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks

Traveling Teller

BB&T Bank Now Truist
Tallahassee, FL
09.2017 - 12.2018

Responsible for delivery of superior quality customer service while adhering to corporate, regulatory, and audit guidelines. Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Proactively participate in the sales/quality referral process of the branch and engage clients in conversation as directed by management. Perform basic and complex transactions while following operating procedures. Demonstrate ability to make sound decisions while multitasking in fast paced environment. Provide assistance to all branches as needed, often on short notice

  • Adhered to financial services security and audit procedures
  • Processed cash withdrawals
  • Verified amounts and integrity of every check or funds transfer
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills
  • Met or exceeded sales goals by promoting bank products and services in every interaction

Florida Licensed Realtor

Armor Realty of Tallahassee, Inc.
Tallahassee, FL
09.2016 - 09.2017
  • Networked extensively to develop and maintain client relationships
  • Represented buyers and sellers, acting as liaison between parties.
  • Conducted property showings for brokers and potential buyers.

Coordinator Of Human Resources

Florida Housing Finance Corporation
Tallahassee, FL
09.2013 - 05.2016
  • Benefits Administration
  • ADP Payroll Administrator, responsible for a bi-weekly payroll process
  • Screened resumes, making recommendations to corporate hiring managers
  • Maintained human resources information system and kept employee files up to date and accurate.
  • Explained employee compensation, benefits, schedules, working conditions, and promotion opportunities.
  • Supported HR functions with emphasis on record keeping, data entry, and general HR tasks.
  • Conducted new employee onboarding and provided ongoing orientation training.
  • Coordinated technical training and personal development classes for staff members.

Office Manager/Administrative Assistant

Streety's Maintenance and Repair
Tallahassee, Florida
10.2011 - 10.2012
  • Responsible for all office functions, payroll and Human Resources.
  • Utilized QuickBooks as primary office software.
  • Scheduled service work appointments
  • Prepared work orders, invoices, deposits and customer payments.
  • Functioned as company liaison with sub-contractors.
  • Coordinated special projects and managed schedules.

Branch Manager / Assistant Vice President

Florida Bank (formerly Bank of Tallahassee)
Tallahassee, Florida
07.2008 - 01.2011
  • Responsible for brand awareness in community marketing
  • Managed daily branch operations, sales and customer service
  • Supervised subordinates
  • Directed compliance with Federal and State regulations
  • Promoted financial products and opened new accounts
  • Assessed employee performance and developed improvement plans.

Merchant Sales Representative

Prime Meridian Bank
Tallahassee, FL
11.2007 - 07.2008
  • Developed Merchant Services and credit/debit card processing program.
  • Solicited business contracts for merchant processing.
  • Coordinated and conducted Merchant Services sales presentations daily.

Assistant Branch Manager

Regions Bank
Tallahassee, FL
07.2007 - 11.2007
  • Responsible for all aspects of daily branch operations.
  • Supervised, mentored and evaluated performance of all employees
  • Developed sales strategy to meet established sales objectives.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.

Assistant Vice President / Branch Manager 4

SunTrust Bank
Tallahassee, FL
02.1989 - 07.2007
  • 18 years experience in a variety of positions of increasing responsibility, culminating as Asst. VP/Branch Manager 4 at the FSU branch managing 20 employees and 40,000 + student accounts
  • Positions during these 18 years included Deposit Operations Specialist, Personal Banking Representative, Senior Personal Banking Representative, Administrative Assistant to Senior VP of Operations, Assistant Branch Manager, Float Department Manager and Branch Manager 1,2,3,4 and Assistant Vice President
  • Supervised cash vault for all Tallahassee SunTrust branches
  • Developed strategic plans for day-to-day financial operations.
  • Complied with established internal controls and policies.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Supported Senior VP of Operations with special projects, mergers, acquisitions and training
  • Established branch operations and sales goals; developed action plans
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Analyzed and reported on key performance metrics to senior management.

Education

Associate of Arts - Liberal Arts And General Studies

Chipola College
Marianna, FL

Sales Associate Post Licensing - 45 hours - Continuing Education

Tallahassee Board of REALTORS®
Tallahassee, FL
2017

State of Florida Real Estate License -

The Real Estate School, Inc.
Tallahassee, FL
2016

Skills

  • Communications Excellence
  • Reliable
  • Strong Work Ethic
  • Cash Handling
  • Creative Solutions
  • High-Volume Environments
  • Accounts Payable and Accounts Receivable
  • Financial Processes Understanding
  • Solution Planning
  • Banking Operations Knowledge
  • Investigate Discrepancies
  • Lending

PROFESSIONAL LICENSES & ASSOCIATIONS

  • Communities in Schools of Leon County
  • March of Dimes campaign leader
  • United Way campaign leader
  • Truist Volunteer Leon County Food Bank

Timeline

Senior Relationship Banker

TRUIST
01.2021 - Current

Teller III

SunTrust Bank Now Truist
12.2019 - Current

Floating Teller III

SunTrust Banks Now Truist
12.2018 - Current

Traveling Teller

BB&T Bank Now Truist
09.2017 - 12.2018

Florida Licensed Realtor

Armor Realty of Tallahassee, Inc.
09.2016 - 09.2017

Coordinator Of Human Resources

Florida Housing Finance Corporation
09.2013 - 05.2016

Office Manager/Administrative Assistant

Streety's Maintenance and Repair
10.2011 - 10.2012

Branch Manager / Assistant Vice President

Florida Bank (formerly Bank of Tallahassee)
07.2008 - 01.2011

Merchant Sales Representative

Prime Meridian Bank
11.2007 - 07.2008

Assistant Branch Manager

Regions Bank
07.2007 - 11.2007

Assistant Vice President / Branch Manager 4

SunTrust Bank
02.1989 - 07.2007

Associate of Arts - Liberal Arts And General Studies

Chipola College

Sales Associate Post Licensing - 45 hours - Continuing Education

Tallahassee Board of REALTORS®

State of Florida Real Estate License -

The Real Estate School, Inc.
Jennifer Rich