Jessica Lockhart-Cordule
Huntsville,AL
Summary
Motivated financial advisor of 5+ years that thrives in fast-paced environments. Works independently, with minimal supervision and willingness to cross-train to take on more tasks. Demonstrates consistently strong work ethic and adherence to company policy and procedures. Driven and self-motivated individual that learns and retains new information quickly and receptive of constructive criticism.
Overview
11
11
years of professional experience
1
1
year of post-secondary education
Work History
Member Service Representative
Redstone Federal Credit Union
12.2019 - Current
- Capable of adapting to an ever-changing, fast-paced environment while still exhibiting a calm and professional demeanor at all times and consistently demonstrating Credit Union RISE Values and adhering to the code of ethics
- Accurately and efficiently assess member needs and concerns to provide a full range of services in order to ensure superb member satisfaction
- Provide detailed information and promote products and services to meet member needs and build relationships
- Document and process products and services such as new accounts, deposits, loans, credit cards, insurance, etc
- Utilize Credit Union resources to provide solutions to member concerns and follow through to ensure member satisfaction
- Make every effort to exhaust all resources before forwarding member concerns to other departments
- Successfully navigates multiple systems necessary to perform job duties, such as STAR, OnBase, MeridianLink and CORE
- Adhere to all security procedures and maintains strict confidentiality of all member information
- Comply with all applicable regulatory requirements and Credit Union policies and procedures
- Complete self-training to maintain required knowledge of Credit Union products, services and procedures
Teller
Redstone Federal Credit Union
09.2017 - 12.2019
- Exhibited the Credit Union’s Core Values and Cultural Beliefs to better serve our members and surrounding community in effort to reach our desired results
- Perform routine branch duties such as opening and closing procedures and maintaining necessary supplies
- Provided a tailored experience for each member to assess their needs and concerns and took the initiative to develop solutions to ensure member satisfaction
- Accurately and efficiently documented and processed member transactions, such as deposits, withdrawals, payments, etc
- In a fast-paced, high volume branch with no reportable outages and no unresolvable misapplied transactions
- Provided information and promoted appropriate products and services to match member needs and served as a trusted advisor to help members reach their financial goals
- Utilized all available resources to provide the best solution to ultimately enrich the member experience
- Served as the branch Security Ambassador to ensure that all employees possessed an appropriate level of security awareness to protect the Credit Union and our members
Assistant Manager
Sprint by United Cellular
09.2015 - 09.2017
- Performed cellular activations/deactivations, addressed customer account concerns, offered solutions, such as account credits when applicable, to maintain customer loyalty and satisfaction
- Executed marketing strategies around the surrounding communities to increase store traffic and boost sales which resulted in my ability to maintain the top salesperson status for the entire duration of my employment with Sprint
- Performed weekly callbacks to customers to verify customer satisfaction and areas of improvement
- Tracked weekly inventory of accessories and devices, checked in weekly warehouse shipments and distributed received products throughout the store to their designated areas
- Managed supplies and inventory orders for two of our local locations
- Delivered bank deposits for both stores daily and kept track of receipts and cash-outs
- Led monthly store meetings to keep the sales team abreast of company changes, upcoming promotions and available incentives
- Took advantage of coaching opportunities to encourage continuous learning of products and solutions available to our customers
- Led and inspired sales team to provide an exceptional customer service experience which resulted in loyal customers and successful business results for Sprint
- Welcomed the challenge of analyzing individual and team performance against business goals and implementing improvements to meet the overall objectives
Cashier
Kroger Co
05.2012 - 02.2015
- Provided excellent customer service by assisting customers with finding items and ensuring they had a positive experience at the store
- Collected cash, checks and credit card payments and checked out customers in efficient and expeditious manner
- Maintained cash control over register drawer and confirmed that all transactions were accurate
- Promoted new products introduced to the store according to customer demographics, needs and interests
- Demonstrated adaptability in a fast-paced environment while always putting customer needs first
- Received Employee of the Month for June 2012 and February 2013
- Received acclamations from customers for quality services
Student Administrative Assistant
Transylvania University
Lexington, KY
08.2013 - 05.2014
- Exhibited a high level of competency while effectively communicating with faculty, staff, and other students in a professional setting
- Possessed and demonstrated excellent organizational skills
- Collaborated with others on group projects, such as campus and community events, in a respectful and cooperative manner
- Provided administrative support such as reception services, answering and sending email correspondence, filing and preparing and proofreading correspondence, documents and reports
- Confirmed meetings and appointments and rearranged schedules accordingly
- Kept track of important information by maintaining a data log and managed calendars for upcoming events
- Sorted and distributed mail to respective departments, maintained office supplies and distributed supplies throughout the facility
Education
Bachelor of Arts - English and Psychology
Transylvania University, Newspaper Correspondent
08.2013 - 05.2014
Advanced Diploma, International Baccalaureate Certificate - undefined
Columbia High School
Skills
Microsoft Office: Word, Excel, Access, and PowerPointPartners in Leadership (PIL) CertifiedBank Secrecy ActAnti-Money Laundering ActUSA Patriot ActSecurity Ambassador
Account management
Service recommendations
Recordkeeping strengths
Order fulfillment
Service standard compliance
Money handling abilities
Complaint resolution
Professional telephone demeanor
Staff education and training
Timeline
Member Service Representative
Redstone Federal Credit Union
12.2019 - Current
Teller
Redstone Federal Credit Union
09.2017 - 12.2019
Assistant Manager
Sprint by United Cellular
09.2015 - 09.2017
Student Administrative Assistant
Transylvania University
08.2013 - 05.2014
Bachelor of Arts - English and Psychology
Transylvania University, Newspaper Correspondent
08.2013 - 05.2014
Cashier
Kroger Co
05.2012 - 02.2015
Advanced Diploma, International Baccalaureate Certificate - undefined
Columbia High School