Summary
Overview
Work History
Education
Skills
Certification
Timeline
Accomplishments
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Jordyn Merica

Nokesville,VA

Summary

Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution. Flexible hard worker ready to learn and contribute to team success.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo
Warrenton, Virginia
10.2023 - Current
  • Branch Lead Designee.
  • Identified potential fraud risks on accounts and reported suspicious activities to management.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Monitored changes in laws related to banking policies and procedures.
  • Followed operational standards, promoting security, risk management and compliance.
  • Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
  • Supported the manager in developing plans for future projects, initiatives and objectives.
  • Delegated tasks appropriately according to individual skill sets.
  • Ensured compliance with company policies and procedures throughout the team.

Manager's Assistant

Your CBD Store
Warrenton, Virginia
06.2022 - 10.2023
  • Resolved any operational issues that arose during day-to-day operations quickly and efficiently.
  • Utilized computer applications such as Microsoft Office proficiently.
  • Processed invoices, purchase orders and expense reports in accordance with company policy.
  • Analyzed sales data to identify trends and adjust strategies accordingly.
  • Developed and implemented efficient filing systems for all incoming documents.
  • Responded to customer issues to provide immediate resolution and improve retention.
  • Provided general administrative support including answering phones, typing letters, reports and memos.

Pharmacy Technician

Walgreens
Warrenton, Virginia
09.2022 - 08.2023
  • Provided customer service to patients by answering questions about medications and health-related topics.
  • Prepared compound medications under the supervision of a licensed pharmacist.
  • Verified accuracy of medication labels before they were dispensed to customers.
  • Maintained compliance with state and federal regulations throughout pharmacy operations.
  • Verified that cash drawers contained correct amounts of money during opening and closing shifts.
  • Shift Lead

Truck Unloader

HomeGoods
Warrenton, Virginia
12.2020 - 06.2022
  • Labeled packages and pallets to ensure efficient identification of items.
  • Reported any incidents or accidents immediately to supervisors.
  • Operated machinery including balers and compactors used in compressing cardboard boxes for storage purposes.

Education

Some College (No Degree) - Human Services

Lord Fairfax

High School Diploma -

Liberty High School
04.2020

Skills

  • Punctual
  • Customer service
  • Fraud detection
  • Risk management
  • Microsoft Office
  • Team leadership
  • File maintenance
  • Relationship building and management
  • Document processing
  • Sales expertise
  • Banking policies and procedures
  • Task prioritization
  • Professional demeanor
  • Branch operations

Certification

  • Notary Public, Wells Fargo - July 2024 - Present
  • NMLS Licensed, Wells Fargo - July 2024 - Present

Timeline

Personal Banker

Wells Fargo
10.2023 - Current

Pharmacy Technician

Walgreens
09.2022 - 08.2023

Manager's Assistant

Your CBD Store
06.2022 - 10.2023

Truck Unloader

HomeGoods
12.2020 - 06.2022

High School Diploma -

Liberty High School

Some College (No Degree) - Human Services

Lord Fairfax

Accomplishments

  • Promoted from teller to banker after six months with Wells Fargo and again to Branch Lead Designee after another six months in my banker position.
  • Selected for the Wells Fargo 2025 Branch Spotlight Award
Jordyn Merica