JILLIAN BARNETTE
Alexandria,VA
Summary
Diligent financial professional offering 6 years of superior performance in the financial industry. Proven success in exceeding sales goals, utilizing creative sales strategies and financial product expertise.
Overview
9
9
years of professional experience
Work History
Assistant Branch Manager
MainStreet Bank
10.2023 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
MEMBER SERVICE REP
BANK-FUND STAFF FEDERAL CREDIT UNION
10.2022 - 10.2023
- Responding to member inquiries and concerns to create positive solutions
- Develop and maintain relationships with members to increase cross-selling opportunities and achieve sales goals
- Deepening member experience by providing quality service in a timely manner.
FINANCIAL SERVICES REP. II
FIRST INTERSTATE BANK
08.2019 - 08.2022
- Providing and maintaining a personal touch with clients to establish long lasting relationships
- Working closely with business and consumer clients in a variety of situations to achieve a full connection and provide outstanding service
SENIOR TELLER
VANTAGE WEST CREDIT UNION
08.2018 - 08.2019
- Highly motivated senior teller with the ability to coach and train others to help meet monthly/quarterly sales goals
- Employee advocate who sat on an action committee board to promote and be a voice for branch employees
- Ability to stay on task and complete operations and platform goals with minimal direction.
CUSTOMER ACCOUNT REP. II
GM FINANCIAL
12.2015 - 03.2018
- Manage assigned portfolio for delinquent accounts while successfully exceeding monthly quotas
- Work with customers directly to assess financial status and ability to pay
- Efforts directed at asking questions and helping clients bring accounts current and stay current by setting up payment plans, and options based upon ability to pay.
Skills
- Banking
- Operations Management
- Business Development
- Team Development
- Cash Handling
- Customer Retention
- Branch Operations Management
- Relationship Building
- Customer Relationships
Timeline
Assistant Branch Manager
MainStreet Bank
10.2023 - Current
MEMBER SERVICE REP
BANK-FUND STAFF FEDERAL CREDIT UNION
10.2022 - 10.2023
FINANCIAL SERVICES REP. II
FIRST INTERSTATE BANK
08.2019 - 08.2022
SENIOR TELLER
VANTAGE WEST CREDIT UNION
08.2018 - 08.2019
CUSTOMER ACCOUNT REP. II
GM FINANCIAL
12.2015 - 03.2018