Jessica Rohlfing
Rosedale ,MD
Summary
Hi, I have been in banking for seven years, starting at M&T Bank as a teller then eventually moved my way to Bank of America as a Relationship Banker. I am currently employed at CFG Bank. I started as an Asset Manager in the Asset Management Department, then transferred over to the Online Banking Department as an Online Banking Specialist. I am a skilled team player, with a strong background in financial services. I work well independently to handle different assignments and always ready to go above and beyond to accomplish different tasks. I am proficient in Microsoft Office Suites, with the ability to multitask efficiently, and lastly but not least, a quick learner. Sell Banking Products Problem Solving Motivated Multitasking Product Knowledge Cash Handling Customer Service
Overview
7
7
years of professional experience
Work History
Online Banking Specialist
CFG Bank
03.2023 - Current
- Reduced fraud-related losses by proactively identifying suspicious activities in clients'' accounts and taking appropriate action.
- Streamlined the account opening process for online clients, resulting in faster onboarding of new customers.
- Contributed to cross-functional teams by providing input on product enhancements and improvements to maximize customer value.
- Enhanced user experience by troubleshooting and resolving online banking issues promptly.
- Delivered training sessions to colleagues on best practices in handling common customer concerns related to online banking services.
- Increased customer satisfaction by delivering timely and accurate assistance in online banking inquiries.
- Assisted clients in navigating the various features of their accounts, promoting a more efficient use of online services.
- Opened new accounts and made changes to existing accounts.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Directed customers to appropriate banking departments for specialized services.
- Trained new hires on customer service policies and procedures.
Asset Manager
CFG Bank
03.2022 - 03.2023
- Servicing a portion of a 450+ loan portfolio
- Daily monitoring of escrow accounts (taxes, insurance, replacement reserves, and repairs)
- Vouchering, posting and distributing Replacement Reserve and Repair money to clients
- Assisting clients with any issues that may arise during the life of their loan; building rapport with clients
- Generating, printing and distributing monthly mortgage invoices
- Procuring State Health Surveys and completing data entry in the Access database. Review any "Red Flags" with the Senior Risk Mitigation Analyst.
- Performing clerical work such as creating loan files and filing any necessary correspondence, loan statements and payment back-up
- Managed risk by conducting thorough due diligence and regular portfolio reviews.
- Established a proactive maintenance program, extending the useful life of assets while minimizing unplanned repair costs.
Relationship Banker
Bank Of America
01.2021 - 03.2022
- Investigated and resolved customer's account errors, correcting bank records and eliminating discrepancies
- Accurately opened new accounts by correctly compiling the customer's information and filing related forms
- Managed the safety deposit system at the bank, including issuing keys and admitting customers to the vault
- Helped customers understand available services and select best bank product, such as deposit account or investment strategy
- Collected deposit payments and their fees to complete the setup of new accounts
- Supported the teller team by helping with advanced customers and stepping in during busy periods to manage the customer flow
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Handled diverse customer needs related to financial products, lines of credit, and account features
- Used expert sales and service abilities to consistently achieve sales and referral goals.
Teller
M&T Bank
06.2018 - 09.2020
- Excellent money handling abilities to operate and balance cash drawer daily
- Participated in promotional programs to generate new customers and expand relationships with existing customers
- Followed company and regulatory policies to protect customer and bank assets
- Ordered an appropriate supply of cash each day to meet expected demands.
- Educated customers on use of banking website and mobile apps.
- Handled various accounting transactions.
Education
Dundalk High School
Baltimore, MD06.2014
Skills
- Selling Banking Products
- Problem Solving
- Motivated
- Multitasking
- Product Knowledge
- Cash Handling
- Customer Service
Timeline
Online Banking Specialist
CFG Bank
03.2023 - Current
Asset Manager
CFG Bank
03.2022 - 03.2023
Relationship Banker
Bank Of America
01.2021 - 03.2022
Teller
M&T Bank
06.2018 - 09.2020
Dundalk High School
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