Years Retail Banking Relationship Manager
Jodi Edwards
Tigard,OR
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
6
6
4
4
Years Risk Management
4
4
Years Call Center Customer Service
2
2
Years Retail Banking Operations
Work History
Senior Relationship Banker, Officer
Bank Of The West
11.2021 - 04.2023
- Cultivated strong customer relationships by providing tailored advice and services.
- Adapted products and services to suit customers' changing financial circumstances.
- Cross-sold credit cards, loans and other bank products.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Executed wire transfers, stop payments and account transfers.
Assistant Branch Manager, Officer
Bank Of The West
12.2019 - 11.2021
- Oversaw branch operations and workflow for consistency.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Complied with established internal controls and policies.
- Conducted cash and key audits for controls and compliance.
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
- Performed vault, alarm and door duties to facilitate opening and closing of operations.
- Reconciled branch reports and general ledger accounts to identify unusual transactions, fraud and accounting errors.
- Counted, verified and handled bank deposits and armored car transactions.
- Monitored and verified suspicious activity on customer accounts.
Relationship Banker
Keybank
11.2016 - 12.2019
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Made introductions to partners to help meet customer's broader financial needs.
- Explained and demonstrated self-service mobile options to customers.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Grew book of business through proactive outreach.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Education
Bachelor of Science - Human Services
Kaplan University
Davenport, IAHigh School Diploma -
Roseburg High School
Roseburg, ORSkills
- Compliance Assessment
- Quality Assurance
- Asset Control
- Loan Processing
- Relationship Building and Management
- Business Development
- Know Your Customer
- Risk Assessment and Classification
- Attention to Detail
- Client Relationship Management
- Fraud Prevention
- Staff Training
- Risk Analysis
- Risk Management
Certification
- NMLS #1568118
- Notary Public-Oregon Commission No. 1008342 Exp January 27, 2025
Timeline
Senior Relationship Banker, Officer
Bank Of The West
11.2021 - 04.2023
Assistant Branch Manager, Officer
Bank Of The West
12.2019 - 11.2021
Relationship Banker
Keybank
11.2016 - 12.2019
Bachelor of Science - Human Services
Kaplan University
High School Diploma -
Roseburg High School
Affiliations
- Raleigh Hills Business Association
- Beaverton Chamber of Commerse
Accomplishments
Maintained operational excellence while also being named to the Circle of Excellence in 2021-an award granted to the top 8% of bankers in the company.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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