Jill Harris
Henrico,VA
Summary
Dynamic banking professional with extensive experience providing exceptional customer service and managing banking transactions. Adept at conducting financial assessments to tailor product recommendations, resulting in increased client satisfaction and retention. Proficient in CRM software and banking systems, enhancing efficiency and sales opportunities. Committed to compliance and operational excellence, consistently contributing to branch sales targets and customer loyalty.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Universal Banker II
Truist Bank
Henrico, VA
09.2025 - Current
- Provided exceptional customer service by addressing inquiries and resolving issues to enhance client satisfaction.
- Assisted customers with banking transactions, including deposits, withdrawals, and account maintenance, while ensuring compliance with regulations.
- Conducted financial assessments to identify customer needs and recommend appropriate banking products and services.
- Utilized CRM software to track customer interactions and follow up on leads, contributing to increased sales opportunities.
- Collaborated with team members to achieve branch sales targets and improve overall performance metrics.
- Trained on using various banking software systems to improve efficiency in processing transactions.
Contact Center Financial Services Representative I
Henrico Federal Credit Union
Henrico, VA
12.2024 - 09.2025
- Adhered to strict confidentiality guidelines when handling sensitive customer information. Developed positive relationships with customers by providing friendly and courteous service at all times.
- Provided excellent customer service to customers over the phone and through email communication, while demonstrating effective problem-solving skills.
- Efficiently navigated multiple computer programs simultaneously to access client information quickly. Effectively handled incoming calls from customers in a timely manner, while maintaining a high level of professionalism.
- Demonstrated strong organizational skills by accurately recording customer information for future reference and follow up. Interviewed members to determine financial needs and aid in selecting appropriate products and services. Collaborated with internal departments to develop innovative solutions for client needs.
- Stayed current with market trends and new financial products to offer comprehensive solutions. Educated clients on financial literacy topics to empower informed decisions.
- Observed customer transactions to identify account take over, friendly fraud and theft.
Financial Services Representative I
Henrico Federal Credit Union
Henrico, VA
04.2022 - 12.2024
- 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 a 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.
Universal Banker I
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, VA12.2021
Skills
Technology Proficiency
Time Management
CRM Software
Financial Assessments
Banking Transactions
Customer Relationship Management
Cash Management
Regulatory Compliance
Sales Goals
Loan Applications
Certificates of deposit
MS Office
Payments Processing
Strong Work Ethic
Analytical Thinking
Punctual and Dependable
Certification
- Notary, 2020
- Loan Signing Agent, 2020
- Permit Runner, 2021
- General Studies, 2022
- Ministerial leadership, 2006
- Ordain Minister, 2010
- NMLS 2022
Timeline
Universal Banker II
Truist Bank
09.2025 - Current
Contact Center Financial Services Representative I
Henrico Federal Credit Union
12.2024 - 09.2025
Financial Services Representative I
Henrico Federal Credit Union
04.2022 - 12.2024
Universal Banker I
Truist Bank
07.2016 - 03.2022
Associate of Applied Science - Social Sciences
J Sargeant Reynolds Community College