Jocelyn Jarvis
Ferris
Summary
Versatile Business Professional offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Resourceful leader with 10 years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
20
20
years of professional experience
Work History
Branch Supervisor
LibertyOne Credit Union
Dallas
12.2023 - Current
- Conduct regular staff meetings to discuss member service issues, and set goals.
- Provide excellent service and attention to members when face-to-face, or through phone conversations.
- Provide leadership, insight on member situations, and allow my team to make certain decisions when assisting members.
- Delegate work to the staff.
- Update and maintain debit card and credit card GLs with current information.
- Complete day-to-day duties accurately and efficiently.
- Identify the needs of members promptly and efficiently.
- Monitor cash levels in teller drawers to ensure the accuracy of balances, and conduct monthly audits.
- Recommend solutions related to staffing issues, and monitor employee attendance and performance.
Assistant Branch Manager
Credit Union of Texas
DeSoto
10.2022 - 12.2023
- Provided bank leadership in absence of branch manager.
- Trained and mentored highly effective teams to meet corporate service standards.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Disciplined employees to encourage compliance with company policies and procedures.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
- Planned work schedules to maintain adequate staffing levels.
- Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
Branch Manager
Neighborhood Credit Union
Duncanville
01.2014 - 02.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Responsible for coaching team on a monthly basis and conducting huddles weekly to go over goals, policies and procedures.
- Verified cash by balancing teller cash drawers, cash recyclers and vault.
- Directed team members in authorizing loans and opening checking and savings accounts.
- Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
Customer Service Representative
Wells Fargo
DeSoto
06.2013 - 12.2014
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Responded and assisted customers with account inquiries and updates.
- Opened new checking, savings and lines of credit for customer accounts.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Maintained confidentiality of bank records and client information.
Small Business Specialist
Chase Bank
DeSoto
06.2011 - 05.2013
- Enhanced relationships by providing excellent service to small business customers.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
- Opened new business, savings and lines of credit for customer accounts.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Identified and reported suspicious behavior to security personnel as appropriate.
New Account Specialist
Texas Credit Union
Dallas
10.2004 - 06.2011
- Upheld compliance, quality and service standards.
- Established accounts for new customers and updated existing accounts with current demographic and order information.
- Reviewed financial status and evaluated discrepancies by assessing account information and activities.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Education
BBA - Business
University of Phoenix
Tempe, AZ02.2015
Associate of Applied Science - Accounting And Business Management
University of Phoenix
Tempe, AZ09.2010
Skills
- Account analysis expertise
- Excels in team leadership
- Exceptional customer service
- Excellent communication skills
- Microsoft Access and Dynamics
- Client relationship management
- Federal regulations
- Staff supervision
- Cash management
Education and Training
Attended several leadership classes, and sales training.
Timeline
Branch Supervisor
LibertyOne Credit Union
12.2023 - Current
Assistant Branch Manager
Credit Union of Texas
10.2022 - 12.2023
Branch Manager
Neighborhood Credit Union
01.2014 - 02.2022
Customer Service Representative
Wells Fargo
06.2013 - 12.2014
Small Business Specialist
Chase Bank
06.2011 - 05.2013
New Account Specialist
Texas Credit Union
10.2004 - 06.2011
BBA - Business
University of Phoenix
Associate of Applied Science - Accounting And Business Management
University of Phoenix
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