Jordan Jolly

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Processed customer transactions promptly, minimizing wait times.
• Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
• Assisted customers with account inquiries, resolving issues promptly and professionally.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
• Developed strong relationships with customers through exceptional service, fostering loyalty and trust.

Apply payments and/or payoffs and daily balance • Responsible for any tasks assigned

for research • Complete transfers as needed for bank accounts • Monitor all bank

accounts Servicing is responsible to ensure funds are addressed and applied

accordingly • Assist team with remote deposit requirements as needed • Assist

supervisor/manager with projects as needed • Assist the Management team with proper

updating of policies and procedures • Be flexible with their time and schedule in order to

meet the needs of the business • Perform other duties that may be assigned by

Management. • Assist with identifying training opportunities

• 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.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
• Improved customer satisfaction by providing personalized banking solutions and exceptional service.
• Promoted financial products by maintaining excellent service offering knowledge.
• 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.
• Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
• Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Collaborated with branch team members to achieve monthly sales targets and improve overall performance.