Jordan Barbosa
Shawano
Summary
Dynamic Relationship Banker with a proven track record at Associated Bank, excelling in customer service and sales expertise. Skilled in cross-selling and relationship management, I enhanced client satisfaction and loyalty through tailored financial solutions. Recognized for fostering teamwork and collaboration, I consistently achieved branch sales targets while maintaining compliance and operational excellence.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
Associated Bank
02.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Cultivated strong customer relationships by providing tailored advice and services.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
Teller Supervisor
Associated Bank
03.2022 - 02.2023
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
- Examined tellers' reports of daily transactions for accuracy.
- Assisted in recruiting new tellers, conducting interviews and making hiring recommendations based on candidate qualifications.
- Collaborated with management to establish branch goals, developing strategies to achieve them.
- Promoted bank's products and services by consistently cross-selling to customers.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Increased team productivity with regular coaching and performance feedback sessions.
- Improved cross-selling success through targeted training and employee incentives.
- Coordinated with other departments to address complex customer issues, resulting in timely resolution.
- Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries.
- Reduced errors by implementing strict audit procedures and monitoring daily transactions.
- Fostered a positive work environment by promoting open communication and collaboration among team members.
- Contributed to the achievement of branch sales targets through proactive promotion of financial products and services.
- Maintained up-to-date knowledge of banking products and services, empowering team to provide informed recommendations to customers.
- Addressed and resolved escalated customer issues, turning potential negative experiences into positive ones.
- Oversaw daily branch operations, ensuring compliance with all banking regulations and policies.
- Conducted thorough audits of teller drawers and vaults, ensuring accuracy and adherence to compliance standards.
- Led by example, demonstrating exceptional customer service and problem-solving skills to guide team behavior.
- Trained new hires on customer service policies and procedures.
General Manager
Stubborn Brothers Brewery
02.2020 - 03.2022
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Formulated policies and procedures to streamline operations.
- Established comprehensive employee training programs to develop skills, improve productivity, and maintain compliance with industry regulations.
Education
Associates - Paraeducation
NWTC
Shawano, WI05.2019
Psychology
UW Milwaukee
Milwaukee, WIShawano Community High School
Shawano, WI05.2015
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Creative thinking
- Cross-selling products
- Community relations
- Organizational skills
- Excellent communication
- Teamwork and collaboration
- Customer service
- Attention to detail
Certification
Banker Certification
Signature Guarantee
Intro to Paraeducator Careers
Supporting Children’s Learning
NMLS
Timeline
Relationship Banker
Associated Bank
02.2023 - Current
Teller Supervisor
Associated Bank
03.2022 - 02.2023
General Manager
Stubborn Brothers Brewery
02.2020 - 03.2022
Associates - Paraeducation
NWTC
Psychology
UW Milwaukee
Shawano Community High School
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