Overview
Work History
Education
Timeline
Generic

Jocelyn Wheeler

Goodview,VA

Overview

9
9
years of professional experience

Work History

Financial Specialist

Pinnacle Financial Partners
Vinton, Virginia
06.2018 - Current


  • Perform branch audits monthly, quarterly, and semi annually
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
  • utilize a TCR during teller transactions
  • pull reports for branch (overdraft, safe deposit box past dues, deposit exceptions, predormant, and loan exceptions)
  • input loan applications for consumer
  • perform loan closings for consumer applicants
  • input credit card applications and perform maintenance on approved credit cards

Teller

Hometrust Bank
Vinton, Virginia
09.2017 - 05.2018
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Stocked supplies for customers and personal teller station.

Universal Banker

Bank Of North Carolina
Vinton, VA
05.2015 - 10.2016
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Financial Services Representative

SunTrust
Vinton, VA
10.2012 - 05.2015
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Offered competitive commercial banking solutions and retail financing options.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Education

High School Diploma -

Staunton River High School
Moneta, VA
06.2011

Timeline

Financial Specialist

Pinnacle Financial Partners
06.2018 - Current

Teller

Hometrust Bank
09.2017 - 05.2018

Universal Banker

Bank Of North Carolina
05.2015 - 10.2016

Financial Services Representative

SunTrust
10.2012 - 05.2015

High School Diploma -

Staunton River High School

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Jocelyn Wheeler