Joella Guisbert
Ronks,PA
Summary
Dedicated banking professional well-versed in developing long-lasting and productive relationships with clients and team. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
Overview
24
24
years of professional experience
Work History
Relationship Banker
Truist Bank
05.2022 - Current
- Provide industry-leading client service experience through development and expansion of new and existing client relationships.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Provided financial advice to clients based on their needs and goals.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Communicated effectively with internal staff, customers and third parties throughout the entire underwriting process.
- Reviewed post-closing documents for accuracy and compliance with federal regulations.
- Assisted customers with completing loan applications accurately and efficiently.
- Reviewed due diligence items such as flood certifications, hazard insurance policies and lien releases prior to funding of loans.
Front of the House Manager
Hershey Farm Restaurant
03.2015 - 12.2021
- Managed staff payrolls, benefits, and other administrative duties related to personnel needs.
- Developed systems for efficient management of daily operations.
- Assessed daily workloads, scheduled, and planned daily assignments and oversaw numerous projects.
- Recruited and hired workers, in addition to supervising and monitoring daily performance.
- Resolved customer complaints in a timely manner to maintain good relationships with guests.
- Led weekly team meetings to review performance metrics, identify areas for improvement and celebrate successes.
Front of the House Manager
Lost Cajun Restaurant
, CO
02.2013 - 01.2015
- Managed the full cycle of recruitment process including sourcing, interviewing, screening and selection of candidates.
- Organized training sessions on proper scheduling techniques for new hires.
- Performed opening/closing duties such as counting cash drawers, verifying register tapes against cash count sheets and stocking shelves with supplies.
- Delivered food orders promptly to customers according to restaurant standards.
- Resolved customer complaints promptly and efficiently.
Unit Clerk on 4East
Lancaster General Hospital
Lancaster , PA
05.2008 - 01.2012
- Answering phones, Entering doctor orders, Faxing medicine to the pharmacy, Creating new patient charts, Calling and scheduling appointments for patients, Calling the phlebotomist for stat blood work, Assisting charge nurse with assignments, Calling codes, Assisting nurses, Filing, Organizing the day's schedule
- Assisted in the preparation of patient charts and medical records.
- Answered inquiries regarding policies, procedures, and services offered by the hospital.
- Compiled daily reports from various departments within the hospital.
- Reconciled clinical notes, patient forms and health information for compliance with HIPAA rules.
Loan Officer
Soverign Bank
Lancaster , PA
01.2001 - 01.2007
- Opening and closing accounts, Handling customer complaints, Weekend supervisor, Back up vault custodian, Teller drawer duties, Assisting customers in personal or home equity loans, Balancing clients accounts, Referring clients to investments
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Provided customer service support throughout the entire process from application through closing.
- Verified accuracy of loan documents prior to approval.
- Participated in regular meetings to discuss referral strategies, network expansion, and program performance metrics.
- Maintaining up-to-date knowledge of banking products and services offered by the bank.
- Managing workflow within the branch team to optimize productivity levels.
- Maintained accurate records of transactions processed by each teller throughout the day.
Education
High School Diploma -
Lampeter Strasburg High School
01.2001
Skills
- Financial Advising
- Relationship building and management
- Business Development
- Excellent Communication
- Multitasking
- Client Focused
- Team player with positive attitude
- Cross-Selling and Partner Referrals
References
- Kerry Petery, 717-917-0649
- Nicky Baker, 484-942-6570
- Lisette Sandoval, 717-437-4206
Timeline
Relationship Banker
Truist Bank
05.2022 - Current
Front of the House Manager
Hershey Farm Restaurant
03.2015 - 12.2021
Front of the House Manager
Lost Cajun Restaurant
02.2013 - 01.2015
Unit Clerk on 4East
Lancaster General Hospital
05.2008 - 01.2012
Loan Officer
Soverign Bank
01.2001 - 01.2007
High School Diploma -
Lampeter Strasburg High School