Jill Parchman
Fowlerville,MI
Summary
Dynamic professional with a proven track record at Bank of America, excelling in client relationship management and financial advising. Expert in regulatory compliance and account management, I've significantly enhanced customer satisfaction and financial literacy. Skilled in both team leadership and sales strategy development, my approach has consistently driven performance improvement and operational efficiency.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
Lansing, MI
08.2022 - Current
- Developed promotional strategies to attract new customers to the bank's products and services.
- Prepared bank deposits, general ledger postings and statements.
- Executed wire transfers of funds in compliance with banking best practices.
- Maintained and built strong client relationships through quality, personalized interactions.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Maintained records of all customer interactions in a secure database system.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
Assistant Manager
Ansara Restaurant Group
Lansing, MI
04.2018 - 08.2022
- Assisted with scheduling and sales planning.
- Created and managed budgets for travel, training, and team-building activities.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Traveled to other Red Robin locations to train and run the new to-go program/system.
- Coordinated with other departments to ensure smooth flow of operations.
- Resolved conflicts between team members in an effective manner.
Education
High School Diploma -
Dearborn High School
Dearborn, MISkills
- Client relationship management
- Financial advising
- Regulatory compliance
- Account management
- Sales strategies
- Customer service
- Working multiple positions/areas of the bank
Timeline
Relationship Banker
Bank of America
08.2022 - Current
Assistant Manager
Ansara Restaurant Group
04.2018 - 08.2022
High School Diploma -
Dearborn High School