Summary
Overview
Work History
Education
Skills
Timeline
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Jordan Watson

Middletown,DE

Summary

Financial services professional dedicated to promoting customer satisfaction through positive, helpful and engaging experiences.

Overview

9
9
years of professional experience
4
4
years of post-secondary education

Work History

Teller Lead

PNC Bank
06.2024 - Current
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.

Branch Banker

PNC Bank
06.2021 - 01.2023
  • Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
  • Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.

Branch Sales Service Representative

PNC Bank
09.2019 - 06.2021
  • Worked at different locations daily in order to help with staffing.
  • Maximized contributions by maintaining current understanding of basic products and services.
  • Developed strong rapport with clients, leading to enhanced customer satisfaction and loyalty.
  • Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.

Teller Supervisor

PNC Bank
12.2017 - 09.2019
  • Processed quarterly vault and ATM audits.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Assisted team members with meeting quarterly goals
  • Held one on one meetings weekly with team members to ensure sales goals were met.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Completed monthly schedules for all team members
  • Promoted products or services to each customer to consistently achieve sales targets.

Teller

PNC Bank
05.2017 - 12.2017
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Processed customer transactions promptly, minimizing wait times.
  • Counted, verified and handled bank deposits and armored car transactions.

Assistant Store Manager

Foot Locker Inc.
08.2016 - 05.2017


  • Delivered great customer service
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.

Education

High School Diploma -

Middletown High School
Middletown, DE
08.2009 - 05.2013

Skills

Strategic sales knowledge

Customer service excellence

Relationship building and management

Timeline

Teller Lead

PNC Bank
06.2024 - Current

Branch Banker

PNC Bank
06.2021 - 01.2023

Branch Sales Service Representative

PNC Bank
09.2019 - 06.2021

Teller Supervisor

PNC Bank
12.2017 - 09.2019

Teller

PNC Bank
05.2017 - 12.2017

Assistant Store Manager

Foot Locker Inc.
08.2016 - 05.2017

High School Diploma -

Middletown High School
08.2009 - 05.2013

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Jordan Watson