Jonathan Clark
Atlanta,GA
Summary
Ambitious, detail-oriented banking professional with 10 years' track record of success in the capacity of a Bank Teller, Personal Banker and Café Ambassador. I possess deep expertise in processing financial transactions, handling customers and foreign currency amounts management.
Knowledgeable, with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
12
12
years of professional experience
Work History
Personal Banker
Wells Fargo
07.2024 - 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.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
Café Ambassador
Capital One Financial Corporation
03.2020 - 07.2024
- Provides account services to customers by assisting them with technological challenges they may have with our online banking App
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
- Performs lobby engagement activities to connect with customers and position Capitol One products to meet their needs
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources
- Applies product and procedural knowledge to solve customer's problems
- Adheres to all policies and procedures, demonstrating sound judgment within established limits
- Work with local businesses, nonprofits, and charities to plan events both in and outside of the Café
Bank Teller
PNC Financial Services Group
06.2017 - 03.2020
- Provides account services to customers by receiving deposits; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and answering questions in person or on telephone; referring to other bank services
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs
- Educates customers on options for managing financial transactions by leveraging technology, tools, and resources
- Applies product and procedural knowledge to solve customer's problems
- Adheres to all policies and procedures, demonstrating sound judgment within established limits
- Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner
CSSR
Wells Fargo
11.2016 - 03.2017
- Greeted clients and assisted them in financial transactions
- Maintained and balance cash drawers on daily basis
- Established, managed, and maintained customer satisfaction
- Identified referral opportunities and cross sold additional banking services effectively
CSSR
Wells Fargo
10.2015 - 11.2016
- Greeted clients and assisted them in financial transactions
- Maintained and balance cash drawers on daily basis
- Established, managed, and maintained customer satisfaction
- Identified referral opportunities and cross sold additional banking services effectively
Bank Teller
Wells Fargo
03.2013 - 10.2015
- Processed customer transactions and helped to manage their financial finances
- Transferred funds and accept loan and credit card payments
- Provided superb customer service
- Examine checks for endorsements
- Recorded amounts received and prepared reports of transactions
Education
Business -
Georgia State University
Atlanta, Georgia12.2016
Skills
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- Banking Systems
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
Timeline
Personal Banker
Wells Fargo
07.2024 - Current
Café Ambassador
Capital One Financial Corporation
03.2020 - 07.2024
Bank Teller
PNC Financial Services Group
06.2017 - 03.2020
CSSR
Wells Fargo
11.2016 - 03.2017
CSSR
Wells Fargo
10.2015 - 11.2016
Bank Teller
Wells Fargo
03.2013 - 10.2015
Business -
Georgia State University