Jodi Wallum
Wichita Falls,Tx
Summary
As a hardworking, devoted, and dependable individual with strong knowledge and skills in banking and finance policies, I am seeking to obtain a professional position in banking or finance in which to participate in the betterment of the organization and its clients.
20 plus years of experience in banking and finance, treating colleagues and clients with respect, making certain customers/clients don’t feel like just a number but a valued individual. Adapting to ever changing banking regulations and policies while never losing focus on the needs of the company and clients.
Overview
28
28
years of professional experience
Work History
Personal Banker
American National Bank & Trust
04.2019 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Personal Banker/Customer Service
fidelity bank
05.2017 - 03.2019
first bank
10.1996 - 05.2017
- I served as a teller then teller Supervisor for 15 years
- The next 5 years as a financial services representative managing the ATMs and the debit card department as well as in compliance
- I also served as secretary for the audit committee.
Education
MIDWESTERN STATE UNIVERSITY
VERNON COLLEGE
01.1994
BURKBURNETT HIGH SCHOOL
01.1992
Skills
- Team Player
- Flexible
- Superior organization skills
- Excellent work ethic
- Goal-oriented
- Highly dependable
- Proficient in many types of accounting systems and software, Windows, Mac, Excel, Word, Outlook…
- Typing speed 60WPM/10-key
- Complex problem solving
- Self-reliant and Resourceful
- Cheerful/positive demeanor
- People oriented
Timeline
Personal Banker
American National Bank & Trust
04.2019 - Current
Personal Banker/Customer Service
fidelity bank
05.2017 - 03.2019
first bank
10.1996 - 05.2017
MIDWESTERN STATE UNIVERSITY
VERNON COLLEGE
BURKBURNETT HIGH SCHOOL