Jill Morgan
Sherrills Ford,NC
Summary
Results-driven contributor with extensive experience in office support and professional relationship management. Known for exercising the highest level of confidentiality and tact while handling sensitive information and communications.
Proficient in business software applications, including word processing, spreadsheets and presentation tools to produce polished correspondence, reports, agendas and meeting materials. Adept at screening calls, emails and visitors while maintaining organized files, calendars and records.
Thrives in structured environments, following established procedures with minimal supervision while consistently meeting deadlines and supporting operational flow. Recognized for strong organizational and communication skills, attention to detail and the ability to coordinate logistics ensuring seamless execution from planning through completion.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Sales and Service Representative
First Citizens Bank
Huntersville, North Carolina
06.2025 - 01.2026
- Assisted customers with account inquiries, deposits, withdrawals, transfers, and loan applications.
- Monitored sales goals set by branch manager and executed strategies to achieve targets.
- Completed documentation for new accounts in alignment with bank policies and procedures.
- Recognized cross-selling opportunities to align with customer needs and referred products to enhance sales volume.
- Provided customer service and support to retail banking customers in person, over the phone, and via email.
- Evaluated customer applications for credit cards, loans, and other banking services; ensured accuracy of submitted documents.
Sales and Service Representative
First Citizens Bank
Huntersville, North Carolina
01.2024 - 05.2025
- Processed customer transactions accurately and efficiently.
- Maintained cash drawer integrity through daily reconciliations.
- Handled large sums of money accurately while ensuring security protocols were followed.
- Served numerous customers during high-volume shifts, maintaining composure and professionalism under pressure.
- Executed cash supply orders to ensure sufficient funds for daily operations.
Skin Boss Licensed Esthetician
Clean Your Dirty Face
Charlotte, North Carolina
03.2023 - 06.2024
- Cultivated strong client relationships, enhancing client satisfaction and guiding them through personalized treatment plans.
- Conducted consultations with clients to determine their skin care needs and recommend appropriate treatments and products for maximum results.
- Provided customized skin care treatments including chemical peels and professional treatments with a variety of modalities to clients based on their individual skin type and needs.
- Instructed clients on effective skincare techniques, promoting long-term skin health and product usage.
- Assisted in inventory management, ensuring adequate stock of products and supplies.
- Followed protocols for infection control practices such as sanitation and disinfection procedures.
- Promoted salon-exclusive skincare products and facilitated service upgrades, contributing to increased sales and client loyalty.
Personal Banker I
Peoples Bank
Denver, North Carolina
01.2022 - 01.2023
- Facilitated account openings and banking services to meet client needs.
- Provided guidance on financial products and services to enhance customer understanding.
- Conducted customer outreach to promote new banking initiatives and services.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cross-sold banking products including credit cards, loans, and investments to optimize client portfolios.
Teller Supervisor
Peoples Bank
Denver, NC
01.2020 - 12.2021
- Supervised daily teller operations and ensured compliance with banking policies.
- Trained and mentored new tellers on customer service best practices.
- Resolved customer inquiries and issues efficiently and professionally.
- Managed cash flow and balanced teller drawers at shift end.
- Coordinated scheduling to ensure adequate staffing during peak hours, enhancing customer service.
- Implemented process improvements that streamlined transaction workflows.
- Established goals and objectives for the branch; monitored progress against those goals regularly.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Teller Supervisor
Peoples Bank
Denver, NC
08.2015 - 09.2017
- Supervised daily teller operations and ensured compliance with banking policies.
- Trained and mentored new tellers on customer service best practices.
- Resolved customer inquiries and issues efficiently and professionally.
- Managed cash flow and balanced teller drawers at shift end.
- Coordinated scheduling to ensure adequate staffing during peak hours, enhancing customer service.
- Implemented process improvements that streamlined transaction workflows.
- Established goals and objectives for the branch; monitored progress against those goals regularly.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Education
High School Diploma -
Bandys High School
Catawba, NC01-2005
Skills
- Project planning
- Report generation
- Schedule management
- Strong problem solver
- Software proficiency
- Inventory management
- Attention to detail
- Time management
- Communication skills
- Videoconference preparation
- Phone etiquette
- Presentation development
- Email management
- Data archiving and filing
- Document handling
Certification
- Notary Public - State of North Carolina, 2024
Timeline
Senior Sales and Service Representative
First Citizens Bank
06.2025 - 01.2026
Sales and Service Representative
First Citizens Bank
01.2024 - 05.2025
Skin Boss Licensed Esthetician
Clean Your Dirty Face
03.2023 - 06.2024
Personal Banker I
Peoples Bank
01.2022 - 01.2023
Teller Supervisor
Peoples Bank
01.2020 - 12.2021
Teller Supervisor
Peoples Bank
08.2015 - 09.2017
High School Diploma -
Bandys High School