Jonathan Tindol
Philadelphia
Summary
Experienced banking professional with expertise in relationship management, financial consulting, and team leadership. Proven track record of exceeding sales targets, delivering exceptional customer service, and upholding strict adherence to banking regulations.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Trustmark Bank
11.2024 - Current
- Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
- Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately.
- Maintain and balance a cash drawer.
- Meet and greet the public in a professional manner that reinforces Trustmark’s service standards.
- Work performed within the bank’s guidelines, policies, procedures, and standards of performance.
Relationship Banker 2
Regions Bank
11.2023 - 08.2024
- Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions.
- Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types.
- Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions.
- Follows all bank processes and procedures and adheres to applicable laws and regulations.
Store Manager
Green Magnolia
10.2022 - 11.2023
- Implement all operational rules, regulations, policies, and procedures to advance the company’s mission, vision, goals, and objectives.
- Manage, supervise, and direct the activities of all assigned staff.
- Ensure safety and satisfaction of all customers and employees.
- Fulfill staffing needs and coordinate employee scheduling.
- Oversee all store inventory.
- Assist with social media marketing.
Senior Financial Consultant/Team Lead
Regions Bank
04.2020 - 10.2022
- Achieves branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions solutions.
- Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs.
- Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types.
- Ensures a consistent optimal customer experience, including handling customer’s transactional needs.
- Ensures safe and sound banking practices including adherence to all applicable laws and regulations.
Assistant Branch Manager
Republic Finance
02.2018 - 04.2020
- Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
- Provides excellent customer care through daily transactions, customer inquiries and problem resolutions.
- Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan process.
- Provided relief manager help in various offices.
- Performed in a professional manner while maintaining cash flow.
- Assist in the legal process by obtaining judgments through justice court.
Education
Bachelor of Liberal Studies - Kinesiology
The University of Southern Mississippi
12.2017
High School Diploma - undefined
Leake Academy
05.2012
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Cross-selling products
- Loan origination
- Cash flow management
- Critical thinking
- Time management
- Teamwork and collaboration
Timeline
Relationship Banker
Trustmark Bank
11.2024 - Current
Relationship Banker 2
Regions Bank
11.2023 - 08.2024
Store Manager
Green Magnolia
10.2022 - 11.2023
Senior Financial Consultant/Team Lead
Regions Bank
04.2020 - 10.2022
Assistant Branch Manager
Republic Finance
02.2018 - 04.2020
High School Diploma - undefined
Leake Academy
Bachelor of Liberal Studies - Kinesiology
The University of Southern Mississippi
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