Jillian Jordan
Salisbury,NC
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands on customer service abilities. Has a passion for customer service with a professional and friendly demeanor.
Overview
18
18
years of professional experience
Work History
Relationship Banker
Truist Bank
Salisbury, NC
01.2021 - Current
- Understand client needs through building rapport and direct them towards the appropriate professionals through referrals
- Built long-term relationships with customers by providing personalized service and support.
- Maintained and built strong client relationships through quality, personalized interactions.
- Maintains knowledge of policies, procedures, products, and services.
- Help clients optimize and manage their personal and business accounts.
- Offer advice on everything from personal to business accounts
Universal Banker
Truist Bank
Salisbury, NC
09.2016 - 01.2021
- Complete routine teller transactions and tasks with high accuracy; including transfers, deposits, withdrawals, and bill payments
- Maintain cash drawer by following exact procedures for transactions and strong security protocols
- Meet or exceed sales goals by promoting bank products and services through every interaction
- Set up new accounts and services for clients and explain important restrictions, benefits and requirements of each
- Aid clients in set up and use of technical tools such as online banking and mobile applications
- Conduct outbound calls to follow up on leads generated from marketing campaigns.
Front End Office Assistant
Food Lion
China Grove, NC
06.2006 - 09.2016
- Assisted customer service manager in achieving sales and profitability results through standard practice
- Making store deposits, managing store cash flow, performing loans and pick ups from cash drawers
- Managing the vault, ordering cash for the store
- Effectively managing front end staff
- Reconciling store reports
Education
High School Diploma -
Jesse C Carson High School
China Grove, NC05-2008
Skills
- Account Closings and Openings
- Cross Selling
- Relationship Building and Management
- Cash Flow Management
- Banking
- Teller Background
- Money Handling
- Employee Motivation
- Customer Service-Oriented
Timeline
Relationship Banker
Truist Bank
01.2021 - Current
Universal Banker
Truist Bank
09.2016 - 01.2021
Front End Office Assistant
Food Lion
06.2006 - 09.2016
High School Diploma -
Jesse C Carson High School