Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Oliver

Oakdale,CT

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

6
6
years of professional experience

Work History

Deposit Operations Representative I

Essex Savings Bank
04.2022 - Current
  • Reviewed new accounts for accuracy
  • Reconciled monthly general ledgers
  • Assisted customers with account questions
  • Processed incoming and outgoing wires
  • Scanned daily work
  • Reviewed daily reports for accuracy and errors

Customer Service Specialist

Jewett City Savings Bank
11.2021 - 04.2022
  • Opened, closed and updated accounts for customers.
  • Provided advice on different bank products and financial options.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Represented bank at community events to establish strong ties and promote business.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.

Head Teller

Scient Federal Credit Union
03.2021 - 10.2021
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
  • Performed vault, alarm and door duties to facilitate opening and closing of operations.
  • Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
  • Supported, trained and encouraged 3 employees to actively cross-sell financial institution service and product offerings.
  • Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.

Member Service Representative Supervisor

Westerly Community Credit Union
07.2020 - 03.2021
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
  • Performed vault, alarm and door duties to facilitate opening and closing of operations.
  • Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
  • Supported, trained and encouraged 3 employees to actively cross-sell financial institution service and product offerings.
  • Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.

Member Service Representative

Charter Oak Federal Credit Union
12.2018 - 07.2020
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Achieved consistent recognition as top sales performer.
  • Executed wire transfers, stop payments and account transfers.

Flex Banker

Washington Trust Company
02.2024 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.

Education

Bachelor of Arts - History

Rhode Island College
Providence RI
05.2018

Skills

  • Verbal and Written Communication
  • Building Customer Trust and Loyalty
  • Efficient and Detail-Oriented
  • Upselling Products and Services

Timeline

Flex Banker

Washington Trust Company
02.2024 - Current

Deposit Operations Representative I

Essex Savings Bank
04.2022 - Current

Customer Service Specialist

Jewett City Savings Bank
11.2021 - 04.2022

Head Teller

Scient Federal Credit Union
03.2021 - 10.2021

Member Service Representative Supervisor

Westerly Community Credit Union
07.2020 - 03.2021

Member Service Representative

Charter Oak Federal Credit Union
12.2018 - 07.2020

Bachelor of Arts - History

Rhode Island College
Jessica Oliver