Je’ree Rickards-Pavlik
Chester,,P.A
Summary
Professional banking associate with strong expertise in personal finance, customer service, and relationship management. Skilled in identifying client needs, providing tailored financial solutions, and fostering trust. Known for collaboration, adaptability, and achieving targeted results. Proficient in financial software, risk assessment, and regulatory compliance.
Overview
9
9
years of professional experience
Work History
Personal Banking Associate
Wells Fargo
Wilmington, DE
02.2023 - Current
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
- Initiated proactive outreach efforts targeting potential customers within the local community, resulting in a steady expansion of the bank''s client base.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Teller Manger
TD Bank
Chester, PA
10.2021 - 12.2022
- Maintained confidentiality of bank records and client information.
- Adhered to financial services security and audit procedures.
- Trained employees on cash drawer operation.
- Achieved sales objectives by skillfully promoting bank offerings in customer engagements.
- Handled issuance and redemption of financial products with accuracy.
- Completed operational and transactional duties adhering to established bank protocols.
- Enhanced the overall customer experience with personalized service tailored to individual needs and preferences.
- Increased employee retention by providing ongoing coaching, feedback, and professional development opportunities for teller staff.
Department Management
H&M
Newark, DE
05.2016 - 10.2021
- Created and executed promotional strategies to boost store revenue.
- Boosted productivity by organizing tasks at the start of shifts.
- Conducted regular audits of store operations, significantly decreasing inventory shrinkage.
- Directed full stock management operations, covering incoming goods, shelf replenishment, and shrinkage mitigation.
- Produced staffing schedules and prepared deposits.
- Improved store status by implementing process improvements and identifying performance gaps for corrective action.
- Enhanced operational efficiency by recruiting and mentoring high-performing talent.
Education
High School Diploma -
Chester High School
Chester, PASkills
- Executive team leadership
- Strong verbal communication
- Problem solving
- Time management
- Active listening
- Adaptability
- Team collaboration
- Customer relationship management
Timeline
Personal Banking Associate
Wells Fargo
02.2023 - Current
Teller Manger
TD Bank
10.2021 - 12.2022
Department Management
H&M
05.2016 - 10.2021
High School Diploma -
Chester High School