Detail-oriented banking professional with over 14 years of experience in customer service and compliance. Skilled in account management and digital banking education, delivering high-quality service to foster customer loyalty and satisfaction.
Overview
20
20
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Madison, OH
08.2011 - Current
Assisted clients with account inquiries and banking services.
Processed transactions efficiently while maintaining compliance with regulations.
Supported branch operations through accurate data entry and record management.
Assisted customers with account opening and maintenance.
Established strong relationships with customers to increase customer loyalty.
Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
Assisted in training new employees as needed.
Educated clients on digital banking tools and services available to them.
Collaborated with team members to enhance customer service experiences.
Participated in team meetings to discuss strategies for improving service delivery.
Resolved client issues promptly, ensuring satisfaction and loyalty.
Ensured compliance with banking regulations and procedures in daily operations.
Educated customers about the features and benefits of different types of banking products offered by the bank.
Helped customers understand and use mobile applications and online banking.
Completed daily cash balancing and operated ATMs.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Assisted customers by answering banking questions and recommending solutions.
Maintained optimal financial controls by securing funds and making accurate transactions.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Trained new employees on banking products, services, and compliance standards, fostering a knowledgeable workforce.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Prepared official checks for customer and internal bank needs.
Manager
Perry Family Restaurant
Perry, Ohio
03.2006 - 02.2015
Managed daily restaurant operations and staff scheduling effectively.
Trained new employees on customer service and food safety practices.
Monitored staff performance and addressed issues.
Enforced customer service standards and resolved customer problems to uphold quality service.
Developed staff schedules to meet peak service demands efficiently.
Oversaw inventory management and ensured proper stock levels.