Jordan Terrell
Huntington
Indianapolis,IN
8
years of professional experience
Results-driven financial analyst with expertise in customer service and risk management. Leverages analytical skills to deliver effective banking solutions and enhance client satisfaction through customized financial strategies. Committed to fostering strong client relationships and improving team performance through collaboration and strategic problem-solving.
Work History
Customer Experience Banker
2 Years 7 Months- Educated customers on digital banking tools, account features, and self-service options.
- Provided excellent customer service and resolved customer issues, resulting in high ratings on customer satisfaction surveys
- Reconciled account discrepancies and applied appropriate corrective actions
- Maintained an accurate cash drawer at all times, ensuring that all cash and receipts were balanced at the end of each shift
- Supported branch sales goals by uncovering needs through effective questioning and needs-based conversations.
- Mentored newer bankers on customer service, transaction accuracy, and compliant account handling.
Barista
2 Years 11 Months- Provided excellent customer service, resulting in an increase in customer satisfaction scores
- Organized and maintained the espresso machine and coffee-making equipment, ensuring consistent performance and taste
- Managed the customer service line efficiently, resulting in shorter wait times for customers
- Adhered to health and safety standards, ensuring a safe working environment for staff and customers
- Demonstrated knowledge of an extensive variety of espresso beverages
Retail associate
2 Years- Utilized technology to efficiently manage customer orders and inventory
- Assisted in the reconciliation of daily sales and deposits, resulting in accurate and timely financial reporting
- Cross-sold complementary items, resulting in an increase in average transaction size
- Encouraged customers to join loyalty programs and sign up for promotional emails, resulting in an increase in repeat customers
Education
Skills
Consumer banking
Bank sales
Teller experience
Account servicing
Employee training assistance
Customer Service-oriented
Timeline
Customer Experience Banker
Huntington
04.2024 - CurrentRead More
Barista
Starbucks
05.2021 - 04.2024Read More
Retail associate
It’s Fashion Metro
04.2019 - 04.2021Read More
Old Dominion University
Read More