Joel Archer
New Albany,IN
Summary
Dynamic customer service professional with extensive experience at First Harrison Bank, excelling in financial analysis and regulatory compliance. Proven track record in resolving customer complaints and enhancing team collaboration, while generating insightful reports to drive decision-making. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
3
3
years of professional experience
1
1
Certification
Work History
CSR / Lead Personal Banker
First Harrison Bank
New Albany, IN
06.2023 - Current
- Demonstrated excellent verbal communication skills when interacting with customers.
- Provided customer service support to customers over the phone and by email.
- Ensured compliance with applicable laws and regulations for provision of services.
Lead Personal Banker / Vault Teller
First Harrison Bank
New Albany, IN
10.2022 - 06.2023
- Provided guidance and support to junior bankers on technical matters relating to their job duties.
- Tracked customer complaints and worked with management team to resolve them quickly and efficiently.
- Managed daily operations of the bank's personal banking services department.
Personal Banker
First Harrison Bank
New Albany, IN
08.2022 - 10.2022
- Resolved customer inquiries and issues through effective problem-solving and secure cash handling practices.
- Generated detailed reports and managed time-sensitive tasks to support financial decision-making processes.
- Processed customer transactions efficiently while ensuring accuracy and adherence to financial protocols.
Education
Bachelor of Science - Business Finance
Indiana University, Southeast
New Albany, IN05-2026
High School Diploma -
Floyd Central High School
Floyds Knobs, IN05-2020
Skills
- Customer service
- Financial analysis
- Regulatory compliance
- Customer relationship management
- Problem solving
- Time management
- Team collaboration
- Positive and professional
- Escalation management
- Staff education and training
- Computer proficiency
- Complaint handling
Certification
- Notary Public in and for the State of Indiana
Timeline
CSR / Lead Personal Banker
First Harrison Bank
06.2023 - Current
Lead Personal Banker / Vault Teller
First Harrison Bank
10.2022 - 06.2023
Personal Banker
First Harrison Bank
08.2022 - 10.2022
Bachelor of Science - Business Finance
Indiana University, Southeast
High School Diploma -
Floyd Central High School
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