Summary
Overview
Work History
Education
Skills
Timeline
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Jonathan Stafford

Kiefer

Summary

Dedicated banking professional with a strong background in customer service and team collaboration. Experienced in wire processing and regulatory compliance, consistently ensuring accurate transactions and enhancing client relationships.

Overview

10
10
years of professional experience

Work History

Wire Administrator

American Heritage Bank
Sapulpa, OK
01.2019 - Current
  • Helped coordinate and implement new wire processing system ISO 20022 in accordance with federal regulations.
  • Send and receive domestic and international wires through Fedwire and JPMorgan applications.
  • Verify account information to ensure names, routing numbers, and amounts are correct to prevent errors or fraud.
  • Follow bank regulations and watch for suspicious activity and report any findings to the appropriate Fraud Division.
  • Keep records of all wire transactions including daily totals and amounts.

Universal Banker

American Heritage Bank
Sapulpa, OK
06.2017 - 01.2019
  • Delivered exceptional customer service, building lasting relationships and enhancing client satisfaction.
  • Processed a variety of banking transactions, ensuring accuracy and compliance with regulations.
  • Educated clients on bank products and services, identifying solutions to meet their financial needs.
  • Collaborated with team members to streamline workflows, improving operational efficiency in branch activities.

Universal Banker

Centennial Bank
Dardanelle, AR
10.2015 - 05.2017
  • Processed customer transactions efficiently, ensuring accuracy in cash handling and recordkeeping.
  • Assisted customers with account inquiries, providing knowledgeable support and resolving issues effectively.
  • Managed daily cash balances, conducting audits to ensure integrity of financial transactions and reporting.
  • Developed strong relationships with customers, fostering loyalty through exceptional service and personalized attention.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.

Education

High School Diploma -

Covington High School
Covington, TN

Skills

  • Client communication
  • Team collaboration
  • Customer service
  • Data entry
  • Attention to detail
  • Recordkeeping and file management
  • Documentation and reporting
  • Personable and approachable
  • Time management
  • Deadline adherence
  • Problem-solving

Timeline

Wire Administrator

American Heritage Bank
01.2019 - Current

Universal Banker

American Heritage Bank
06.2017 - 01.2019

Universal Banker

Centennial Bank
10.2015 - 05.2017

High School Diploma -

Covington High School