Summary
Overview
Work History
Education
Skills
Timeline
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Joel Jimenez

Client Services - Transaction Banking Analyst
West New York,NJ

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

I also a detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.

Overview

12
12
years of professional experience
9
9
years of post-secondary education

Work History

Cash Management Implementations Manager

IDB Bank of New York
7 2021 - 4 2024
  • Developed and implemented new client profiles across multiple systems, enhancing operational efficiency
  • Established client billing profiles and managed account modifications to meet client needs
  • Processed Salesforce cases and responded promptly to client inquiries, ensuring high levels of customer satisfaction
  • Conducted training sessions for clients on system management, increasing user proficiency
  • Collaborated with clients and relationship managers for effective account management
  • Reviewed client web applications and monitored daily remote deposits, generating detailed statistical reports
  • Investigated and resolved daily check payment discrepancies.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.

Member Relationship Representative

Proponent Federal Credit Union
09.2019 - 05.2020
  • Executed opening and closing procedures for member accounts, ensuring compliance with protocols
  • Processed residential and personal loan applications, contributing to the Credit Union's loan portfolio
  • Analyzed member needs and cross-sold financial products tailored to individual requirements
  • Conducted wire transfers and handled inbound customer inquiries with professionalism
  • Managed cash distribution and maintained accurate financial records.

Senior Customer Service Representative

TD Bank
10.2008 - 01.2019
  • Managed the opening and closing of customer accounts while processing mortgage and loan applications
  • Facilitated cash management by counting and distributing cash to tellers and handling customer transactions
  • Provided detailed information on banking products, effectively cross-selling to meet customer needs
  • Assisted customers with inquiries, fostering a welcoming and informative environment
  • Oversaw supply orders and executed additional duties as assigned.

Education

Bachelor's Degree in Business Administration -

Berkeley College
Woodland Park, NJ
05.2001 - 05.2010

Associate's Degree in Business Administration - Marketing -

Berkeley College
Woodland Park, NJ

Skills

MS Office Suite (Excel, PowerPoint, Word, Outlook)

Reliability

Time Management

Computer Skills

Marketing

Business Administration

Customer Relationship Management (CRM)

Verbal and written communication

Cross-Functional Teamwork

Salesforce Management

Problem-Solving

Timeline

Member Relationship Representative

Proponent Federal Credit Union
09.2019 - 05.2020

Senior Customer Service Representative

TD Bank
10.2008 - 01.2019

Bachelor's Degree in Business Administration -

Berkeley College
05.2001 - 05.2010

Cash Management Implementations Manager

IDB Bank of New York
7 2021 - 4 2024

Associate's Degree in Business Administration - Marketing -

Berkeley College

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Joel JimenezClient Services - Transaction Banking Analyst