Jordyn Smith
Oroville
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Personal Banker
Wells Fargo
Oroville, WA
12.2021 - Current
- Provide personalized financial guidance by identifying customers' financial goals and recommending banking products and services that meet their needs while ensuring all recommendations are customer-authorized and appropriate.
- Build long-term customer relationships through exceptional service, financial conversations, and proactive account reviews.
- Open and service consumer and business accounts, including checking, savings, certificates of deposit (CDs), and other deposit products.
- Educate customers on digital banking tools, fraud prevention, and financial wellness resources to improve their overall banking experience.
- Maintain compliance with banking regulations and internal policies.
- Maintained an active SAFE Act registration and NMLS registration.
- Serve as the Branch Lead Designee, overseeing daily branch operations in the manager's absence.
- Process a wide variety of financial transactions with accuracy while safeguarding confidential customer information and minimizing operational risk.
- Consistently contribute to branch performance goals by delivering exceptional customer service, identifying appropriate financial solutions, and strengthening customer relationships.
Receptionist/Registered Medical Assistant
Confluence Health
Oroville, WA
01.2018 - 10.2021
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Scheduled appointments for patients via phone and in person.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Educated patients about medications, procedures and physician's instructions.
- Organized charts, documents and supplies to maintain team productivity.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Maintained inventory, vaccination and product expiration logs to record updated documentation for tracking purposes.
- Efficiently performed insurance verification and pre-certification and pre-authorization functions.
Education
High School Diploma -
Oroville High School
Oroville, WASkills
- Cash handling
- Customer service
- Attention to detail
- Problem-solving
- Multitasking Abilities
- Team collaboration
- Leadership skills
- Composed under pressure
- Active listening
- Rapport building
- Reliability
- Positive attitude
Certification
- Washington State Notary Public
- SAFE Act Registered
- Nationwide Multistate Licensing System (NMLS) Registered
Timeline
Personal Banker
Wells Fargo
12.2021 - Current
Receptionist/Registered Medical Assistant
Confluence Health
01.2018 - 10.2021
High School Diploma -
Oroville High School