Jill Harris
Richmond, VA,VA
Summary
Proficient Financial Services Representative and proven leader at Henrico Federal Credit Union to build vibrant businesses by developing new prospects and accounts and managing members relationships to achieve sales goals. Dedicated to generating members goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of member contacts to increase understanding of members.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Henrico Federal Credit Union
Henrico, VA
04.2022 - Current
- Greet customers and provide excellent customer services. Process deposit, withdrawals and other transactions.
- Balance cash drawer and reconcile discrepancies.
- Managed and maintained currency vault of $100K.
- Ability to navigate in multiple computer programs simultaneously.
- Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and NMLS compliance guidelines.
- Maintained a high customer satisfaction rate with thorough communication and timely updates throughout the loan application process.
- Retained customers by effectively resolving complaints and providing appropriate solutions during online interactions.
- Identified opportunities for upselling or cross-selling during customer interactions, promoting additional product offerings when appropriate based on client needs.
- Educate borrowers on available options for debt consolidation, home equity loans, and refinancing to better manage finances and save money over time.
- Provided excellent customer service both during and after the loan process, resulting in a high percentage of repeat business and referrals from satisfied clients.
Universal Banker
Truist Bank
Richmond,VA
07.2016 - 03.2022
- Greet customers and provide excellent customer services. Process deposit,withdrawals and other transactions.
- Balance cash drawer and reconcile discrepancies.
- Process shipping and receiving currency, manage and maintain vault currency of 150K.
- Ability to navigate in multiple computer programs.
- Processed and maintenance Teller cash dispensers Vault and ATM with a zero error rate.
- Ensured compliance with all internal controls and federal regulations by implementing BOCA methods.
- Continued education on current banking products and services through Mentoring program.
- Processed exchange and foreign currency
- Audited fellow teller currency to contribute to dual-control procedures.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Education
Associate Of Applied Science - Social Sciences
J Sargeant Reynolds Community College
Richmond, VA01.2023
Skills
- Financial Services
- Customer Relationship Management
- Cash Management
- Cash Handling
- Regulatory Compliance
- Sales Goals
- Loan Applications
- Certificates of deposit
- Teller transactions
- MS Office
- Payments Processing
- Strong Work Ethic
- Analytical Thinking
- Punctual and Dependable
Affiliations
National Notary Association
Certification
Notary 2020
Loan Signing Agent 2020
Permit Runner 2021
General Studies 2022
Timeline
Financial Services Representative
Henrico Federal Credit Union
04.2022 - Current
Universal Banker
Truist Bank
07.2016 - 03.2022
Associate Of Applied Science - Social Sciences
J Sargeant Reynolds Community College