JESSICA RANGEL
ID
Summary
Dynamic professional with a proven track record at Washington Trust Bank, excelling in management and customer service. Skilled in process improvement and team collaboration, I successfully optimized loan application procedures, enhancing approval rates and client satisfaction. Passionate about driving sales growth and fostering employee development to achieve strategic business goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Assistant Manager
Washington Trust Bank
11.2024 - Current
- Assisted in developing operational strategies to enhance team performance.
- Coordinated schedules and resources for effective project management.
- Supported recruitment efforts by screening candidates and conducting interviews.
- Maintained up-to-date knowledge of company products and services.
- Monitored employee attendance records, timekeeping, and payroll information.
- Collaborated with management on developing strategic plans for achieving business goals.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Delegated work to staff, setting priorities and goals.
- Recruited and trained new employees to meet job requirements.
- Created and managed budgets for travel, training, and team-building activities.
- Implemented quality control measures to uphold company standards.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Produced thorough, accurate and timely reports of project activities.
- Interviewed prospective employees and provided input to HR on hiring decisions.
Financial Concierge IV
Washington Trust Bank
11.2020 - 11.2024
- Provide detailed knowledge of WTB's products and services to clients.
- Build and support relationships with diverse internal and external clients.
- Utilize business software for word processing, spreadsheets, presentations, and databases.
- Streamline account opening process, ensuring regulatory compliance while enhancing customer satisfaction and reducing processing time.
- Optimize loan application procedures, leveraging data-driven insights to improve approval rates and minimize risk exposure.
- Actively contribute to Leadership Chambers, fostering cross-functional collaboration and driving strategic initiatives for bank-wide improvements.
- Implement creative networking strategies to expand client base, resulting in substantial growth in new account acquisitions and deposits.
- Maintain meticulous customer account records, ensuring data accuracy and compliance while enhancing overall service quality and client trust.
- Balanced daily cash deposits and vault inventory with zero error rate, ensuring financial accuracy.
- Established new customer accounts, including checking, savings, lines of credit, CDs, and loans.
- Provided exceptional customer service, operated money counters, balanced and replenished ATMs.
- Cross-trained employees for lead teller duties, enhancing team versatility and operational efficiency.
- Performed operations audits and cash balancing, contributing to streamlined banking processes.
- Optimized cash management processes, achieving zero error rate in daily deposits and vault inventory, enhancing financial accuracy and operational efficiency.
- Facilitated cross-training initiatives for lead teller duties, boosting team versatility and streamlining banking operations across multiple functions.
- Implemented new customer account setup strategies, expanding product offerings and improving client onboarding for various financial services.
- Conducted meticulous operations audits and cash balancing procedures, contributing to refined banking processes and enhanced financial oversight.
- Delivered exceptional customer service while managing diverse financial transactions, fostering client satisfaction and loyalty in a fast-paced environment.
Lead Teller
Clarity credit union
09.2018 - 11.2020
- Open new accounts, ensuring compliance with banking regulations.
- Process loan applications and manage bookings, improving approval rates.
- Participate in Leadership Chambers to enhance strategic decision-making.
- Network with potential clients, expanding customer base.
- Maintain and update customer accounts, ensuring data accuracy.
- Handle teller transactions efficiently, reducing wait times.
Sales Rep
Central link
03.2018 - 09.2018
- Cross-sold internet services and additional products, boosting customer engagement and sales.
- Achieved significant increase in sales revenue by effectively promoting complementary products.
- Utilized strong communication skills to identify customer needs and recommend suitable services.
- Addressed customer inquiries and resolved issues, enhancing overall customer satisfaction.
- Contributed to team targets by consistently meeting and exceeding individual sales goals.
- Drove cross-sales of internet services and additional products, consistently exceeding targets and contributing to revenue growth.
- Implemented strategic upselling techniques, resulting in a substantial increase in customer lifetime value and company profitability.
- Developed creative sales approaches to promote internet services, leading to improved customer engagement and higher conversion rates.
- Worked closely with team members to share best practices, enhancing overall sales performance and fostering a supportive work environment.
- Maintained accurate customer records and sales data, enabling data-driven decision-making and personalized service recommendations.
Supervisor
Pawn 1
06.2015 - 02.2018
- Set loan and collateral terms, including rates and fees, to maximize profitability.
- Researched market values of electronics and items, enhancing pricing accuracy.
- Recorded transaction details, improving data accuracy and customer tracking.
- Led team training initiatives, enhancing store procedures and cash handling efficiency.
- Established loan terms and expertly evaluated collateral market value.
- Conducted thorough market research on electronics, ensuring accurate pricing.
- Implemented detailed transaction recording system for improved data management.
- Provided ongoing coaching to staff, fostering skill development in task prioritization and customer service.
- Mentored new hires on store protocols.
- Optimized loan processing by refining collateral evaluation techniques.
- Streamlined pricing strategies, leading to increased sales of pawned items.
- Developed new approach to online market value research, improving accuracy of item appraisals.
- Introduced efficient system for tracking customer information.
- Spearheaded team training initiatives, enhancing store procedures and cash handling efficiency.
- Refined collateral evaluation techniques, boosting loan processing speed.
Education
HIGH SCHOOL DIPLOMA -
Vallivue High School
05.2012
Skills
- Management
- Sales
- Communication
- Leadership
- Team Collaboration
- Process Improvement
- Risk Management
- Operational strategy
- Recruitment support
- Budget management
- Payroll administration
- Employee training
- Team building
- Problem solving
- Time management
- Sales growth
- Employee scheduling
- Workplace safety compliance
- Sales strategies
- Team leadership
- Operations management
- Goal setting
- Recruitment and hiring
- Sales reporting
- Decision-making
- Strategic thinking
- Task delegation
- Financial management
- Customer service and satisfaction
- Marketing
- Money handling
- Product and service sales
Certification
- NMLS, 2148559, Idaho
- Notary, Idaho
References
- Priscilla Martinez, 208-318-0411
- Ash Bosworth, 208-800-4857
- Olga Menchaca, 208-989-3004
Languages
English
Professional
Spanish
Professional
Timeline
Assistant Manager
Washington Trust Bank
11.2024 - Current
Financial Concierge IV
Washington Trust Bank
11.2020 - 11.2024
Lead Teller
Clarity credit union
09.2018 - 11.2020
Sales Rep
Central link
03.2018 - 09.2018
Supervisor
Pawn 1
06.2015 - 02.2018
HIGH SCHOOL DIPLOMA -
Vallivue High School
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