Jessmik Wright
Personal Banker
Allentown,PA
Summary
Experienced personal banker from the Lehigh Valley bringing extensive financial and customer service skills set to fast-paced bank. Offers professional attitude and skills in customer service and organization. Known for having "customer first" mentality.
Overview
1
1
Language
3
3
Certificates
4
4
years of post-secondary education
7
7
years of professional experience
Work History
Personal Banker
First Commonwealth Federal Credit Union
Bethlehem , PA
01.2018 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Processed 50+ customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
Office Administrator
MJ And Associates
Allentown, PA
01.2014 - 12.2017
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Trained new employees on administrative procedures, company policies and performance standards.
- Supported CEO's and Vice Presidents with effective correspondence management, document coordination and customer relations.
- Verified 10+ salaried and hourly employee time cards to prepare accurate weekly payroll
Education
Associate of Arts - Business
Lehigh Carbon Community College
Schnecksville, PA 08.2020 - Current
High School Diploma -
Lincoln Leadership Academy Charter School
Allentown, PA 09.2009 - 06.2013
Skills
Social Skills
Strong Multi-Tasking
Loans
Financial Product Knowledge
Banking
Financial Advisement
Certification
NMLS Certified
Timeline
Associate of Arts - Business
Lehigh Carbon Community College
08.2020 - Current
Personal Banker
First Commonwealth Federal Credit Union
01.2018 - Current
Office Administrator
MJ And Associates
01.2014 - 12.2017
High School Diploma -
Lincoln Leadership Academy Charter School
09.2009 - 06.2013