Jennifer Warden
Anderson,SC
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust while mitigating any loss. Adept at understanding customer needs to recommend appropriate banking products, and financial services. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
Work History
Personal Banker
Wells Fargo
Anderson, SC
03.2013 - Current
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed deposits, withdrawals and ACH transfers accurately.
- Expanded client base by promoting new financial products.
- Followed up with customers to gather feedback and provide additional assistance.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Tracked and processed customer account requests and applications.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Explained account terms and conditions to customers.
- Presented new and additional products and services to existing customers.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Census Field Supervisor
United States Government
Clemson, SC
03.2012 - 10.2013
- Improved office operations by automating client correspondence, record tracking and data communications.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Key Professional
J PETERS GRILL
ANDERSON, SC
02.2010 - 02.2013
- Disbursed petty cash by recording entries and verifying documentation.
- Used data entry skills to accurately document and input statements.
- Responded to customer concerns and questions on daily basis.
Education
Associate Of Applied Science - Respiratory Therapy
Tri County Technical College
Pendleton, SC02-2010
Skills
- P>Teller auditing
- P>Loans
- P>Banking
- P>Financial product knowledge
- P>Sales expertise
- P>Client relationship management
- P>Revenue Generation
- P>Relationship building and management
- P>Cash Handling
- P>Financial services
- P>Loan application expertise
- P>Financial Advising
- P>Banking operations knowledge
- P>Sales and marketing
- P>File Maintenance
- Loan Application Advisement
- Revenue Generation
- Client Relationship Management
- Loss Mitigation
- Business Development
- Financial Optimization
- Sales Expertise
- Branch Operations
- Customer Satisfaction
- Financial Advisement
- Deposit Verification
- Credit Card Applications
- Financial Strategy Management
- Referral Generation
- Financial Services
- Coaching Clients
- Retirement Needs
- Branch Management
- Financial Product Expertise
- Partnership Management
- Retail Mortgages
- Partnering and Relationships
- Growth Portfolios
- Verbal and Written Communication
- Detailed Analysis
- Interpersonal Skills
- Financial Profiling
- Motivational Techniques
- Account Management
- Finance and Accounting
- Client Interactions
- Phone Inquiries
- Personal Advising
- Program Requirements
- Account Type Familiarity
- Banking Operations Knowledge
- Credit and Debt Card Processing
- Experiment Management
- Risk Mitigation Strategies
- Serve Customer Needs
- Process Applications
- Account Verification and Reconciliation
- Commercial Real Estate
- Client Development and Retention
- Sell Services
- Professional Industry Communication
- Operational Efficiency
- Small Business Relations
- Team Interaction
- Credit Bureau Information
- Creative Solutions
- High Net Worth Individual Expertise
- Banking
- Loans
Timeline
Personal Banker
Wells Fargo
03.2013 - Current
Census Field Supervisor
United States Government
03.2012 - 10.2013
Key Professional
J PETERS GRILL
02.2010 - 02.2013
Associate Of Applied Science - Respiratory Therapy
Tri County Technical College
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