Summary
Overview
Work History
Education
Skills
Achievements
Timeline
AccountManager
Jennifer Williams

Jennifer Williams

Palm Beach Gardens

Summary

Self-motivated and detail-oriented top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Recognized for professionalism, accuracy, commitment and ability to multitask.

Overview

21
21
years of professional experience

Work History

Retail Personal Banker II

Comerica Bank
02.2021 - Current
  • Use consultative sales process to identify current and future potential financial needs, with focus on cross-selling various product offerings resulting in 50% increase in sales and referrals.
  • Established Universal Banker with assigned cash drawer, and tasked with vault, Teller Currency Recycler "TCR", and ATM, duties on daily basis with zero discrepancies.
  • Community Volunteer Officer for Florida, increasing volunteerism by 20%.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Branch Sales & Service Associate II

PNC Bank
10.2018 - 02.2021
  • Coordinated calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists.
  • Universal Banker with focus on delivering exceptional service with every client, every interaction.
  • Resolved customer complaints to maintain high level of satisfaction resulting in 98% Client Satisfaction Score.
  • Built and used effective working relationships across department, functional and geographic reporting lines to share knowledge and achieve common goals

Branch Banker

BB&T Bank
02.2015 - 10.2018
  • Worked closely with bank clients and BB&T Business partners; Wealth & Private Advisors, Mortgage Loan officers, to meet clients' needs and increase branch sales by 45%.
  • Supported Banking Center Manager with oversight and adherence to regulatory, security and audit requirements for "Passing" Audits.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Presented products and services to customers using in-depth knowledge to answer questions.

Teller Supervisor

BB&T Bank
03.2010 - 02.2015
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements, which included bank operations, security and compliance for "Perfect" Teller and Branch audits.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Promoted bank's products and services by consistently cross-selling to customers.

Relationship Banker

BB&T Bank
04.2008 - 03.2010
  • Responsible for business development, client sales & Servicing increasing clients base by 25%.
  • Exceeded expectations on goals with Investment & Wealth referrals.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.

Banking Center Manager

Bank of America
01.2003 - 04.2008
  • Performed banking, business administration and financial tasks to guarantee Five-Star service for clients.
  • Managed and coached banking center staff around sales and referrals increasing branch sales by 15%.
  • Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Education

Associate in Arts Degree -

Eastern Florida State College
Cocoa, FL
06.2013

Skills

  • Business Development & Small Business Relations
  • Critical Thinking
  • Partnering and Relationships
  • Client Needs Assessment
  • Branch Operations
  • Customer Satisfaction

Achievements

Voice of the Customer Champion - Client Satisfaction at Comerica Bank.

Branch CXI Champion - Client Satisfaction at PNC Bank.

Olympian Award Winner for Superior Client Service, Three Time President's Club Award Winner for Investment & Wealth Referrals at BB&T BANK.

Award of Excellence Spirit Celebration for Excellent Client Service at Bank of America.

Timeline

Retail Personal Banker II

Comerica Bank
02.2021 - Current

Branch Sales & Service Associate II

PNC Bank
10.2018 - 02.2021

Branch Banker

BB&T Bank
02.2015 - 10.2018

Teller Supervisor

BB&T Bank
03.2010 - 02.2015

Relationship Banker

BB&T Bank
04.2008 - 03.2010

Banking Center Manager

Bank of America
01.2003 - 04.2008

Associate in Arts Degree -

Eastern Florida State College

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