Johnna Lankford
Madisonville,TN
Summary
Dynamic Relationship Banker I at Simmons Bank with a proven track record in customer satisfaction and relationship management. Expert in cash handling and needs-based conversations, I consistently aimed at reaching branch sales targets while providing tailored banking solutions. Committed to compliance and accuracy, I enhance client experiences through exceptional service and critical thinking. I possess expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication. Adept in fraud fighting abilities.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker I
Simmons Bank
01.2025 - Current
- Achieve excellent customer satisfaction ratings by executing transactions in a fast and efficient manner.
- Strengthen client relationships by providing personalized banking solutions and excellent customer service.
- Maintain up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assist customers in achieving financial goals by recommending suitable products and services based on their needs.
- Perform vault duties, as well as buying and selling with Loomis.
- Balance and fill ATM on a weekly basis.
- Complete opening and closing procedures daily.
- Refer clients to the appropriate business partner to better serve their needs.
- Operate the drive-thru in a productive manner.
- Ensure no confidential client information is left out at the day's end.
- Verify all teller transactions and files are sent daily.
- Aid customers with online banking inquiries, the creation of teller checks, and printing debit cards.
- Comply with AML and BSA policies, laws, and regulations.
- Call to check-in with clients and recommend beneficial products.
- Collaborate with branch team members to improve overall performance and achieve sales targets consistently.
Tax Professional
Jackson Hewitt
10.2024 - 01.2025
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Provided exellent customer service.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Cellular Sales Consultant
Cricket Wireless
11.2020 - 06.2022
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Aided clients in obtaining ACP.
- Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
Office Secretary
Lankford Salvage
02.2012 - 04.2020
- Provided excellent customer service through prompt response to inquiries, resolving issues quickly and professionally.
- Received and logged payments from clients.
- Responded to inquiries from callers seeking information.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Performed bank drops and pick up.
- Dispensed cash to those who sold product.
- Executed cash-handling in excessive amounts.
- Served as the primary point of contact for incoming visitors and phone calls, directing them efficiently to appropriate parties.
- Received incoming mail and evaluated and distributed correspondence requiring priority attention.
Education
Bachelor of Science - Business-Accounting
Capella University
Minneapolis, MN08-2024
Skills
- account research
- accuracy ensurance
- ATM filling/balancing
- Banno
- cash handling (20 years)
- critical thinking
- Currency Transaction Reporting
- customer service
- data entry
- drawer balancing
- fraud fighting
- Jack Henry
- Loomis buying/selling
- Microsoft Excel, Outlook, PowerPoint, Teams & Word
- needs based conversation
- Office of Foreign Asset Control
- problem resolution
- product selling/cross-selling
- relationship building/maintaining
- risk management
- sales expertise
- SilverLake
- Suspicious Activity Reporting
Skills
- Suspicious Incident Reporting
- Synapsys
- teller support
- teller transactions
- time management
- Xperience
- accountable
- adaptable
- dedicated
- dependable
- detail-oriented
- eager to learn
- efficient
- ethical
- motivated
- organized
- positive
- proactive
- productive
- punctual
- supportive
- team player
Attributes
Accomplishments
Completed 275 courses pertaining to the banking industry on Simmons University, also accomplishing all ten career paths provided through the establishment.
Only branch teammember to successfully garner new clientele in obtaining promotional product.
Successfully thwarted a fraudster from obtaining $4,000, who attempted to impersonate a client of another branch. Through knowledge obtained pertaining to false indentication and client questioning, I had the ability to ensure the fraudster was apprehended by authorities, ensuring he would not be able to impersonate others. He had been successful in obtaining large quantities of cash earlier that day at another institution. He also divulged to the authorities concerning the whereabouts of others participating in his fake check-cashing ring.
Certification
QuickBooks Certification
Fraud fighter nomination
The Market Retail Manager of the East Tennessee Simmons Bank Market nominated me to receive the Fraud Fighter Award pertaining to my role in the arrest of an impersonator trying to obtain a large sum of money. The award hasn't been distributed yet, so I am unsure at this time if I will be the recepient.
Timeline
Relationship Banker I
Simmons Bank
01.2025 - Current
Tax Professional
Jackson Hewitt
10.2024 - 01.2025
Cellular Sales Consultant
Cricket Wireless
11.2020 - 06.2022
Office Secretary
Lankford Salvage
02.2012 - 04.2020
Bachelor of Science - Business-Accounting
Capella University
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