JUSTIN JACKSON
Island Park,NY
Summary
Results-driven banking professional with extensive experience in personal and premier banking, customer service, and financial solutions. Skilled in building client relationships, uncovering financial needs, and delivering tailored banking solutions. Recognized for adaptability, multi-branch support, and exceeding performance goals.
Overview
9
9
years of professional experience
Work History
Roving Personal Banker
Wells Fargo
04.2024 - Current
- Provide personalized banking solutions to clients across multiple branch locations, identifying their financial needs and goals.
- Connect and personalize client interactions by utilizing the behavioral framework and tailoring options with E.A.S.E.
- Build and maintain strong client relationships while uncovering opportunities to connect clients with wealth, mortgage, and business banking partners.
- Generate high-quality referrals by assessing client needs and collaborating with internal partners to deliver comprehensive financial solutions.
- Support branch teams with daily operations, account openings, and customer inquiries, ensuring seamless client experiences.
- Ensure compliance with all banking policies, procedures, and regulatory requirements.
- Adapt quickly to new branch environments and processes while consistently delivering excellent service and operational support.
Teller
Wells Fargo
09.2023 - 03.2024
- Processed customer transactions accurately and efficiently, including deposits, withdrawals, and transfers.
- Provided excellent customer service, answering questions and resolving account issues.
- Maintained consistently high customer survey scores, reflecting superior service and client satisfaction.
- Maintained consistently high presentment rate for Next Best Conversations (NBCs) to clients.
- Sent referrals to bankers to help meet client needs and branch goals.
- Promoted bank products and services to help achieve branch goals.
- Ensured compliance with all regulatory, security, and operational procedures.
Sales Associate
The Home Depot
06.2022 - 09.2023
- Provided fast, friendly service by engaging customers, assessing needs, and recommending solutions.
- Demonstrated strong product knowledge, promoting related items to complete projects.
- Maintained clean, safe, and fully stocked department areas to ensure a positive shopping experience.
Front End Supervisor
ShopRite
06.2022 - 05.2023
- Oversaw cash handling procedures, ensuring accurate cash drawer counts and machine functions.
- Delivered high-quality customer service, resolving issues quickly and effectively.
- Trained and coached employees on sales techniques and conflict resolution.
Premier Phone Banker
Wells Fargo
01.2018 - 03.2022
- Built and deepened relationships with high-value clients by uncovering financial needs and recommending tailored banking solutions.
- Assisted with servicing accounts including checking, savings, CDs, loans, online banking, and credit products.
- Partnered with specialists to address small business, mortgage, and investment needs.
- Handled high-volume inbound and outbound calls, resolving inquiries promptly and professionally.
- Delivered training and mentorship to new hires for Premier Banking roles.
- Provided on-the-floor support for escalations, resource verification, and customer resolution.
- Coordinated training schedules across multiple sites to optimize workflow and maintain operational efficiency.
- Ensured compliance with banking regulations, policies, and security procedures.
Retail Service Phone Banker
Wells Fargo
11.2016 - 12.2017
- Handled high incoming call volumes, assisting customers with checking, savings, credit cards, and online banking.
- Promoted digital and self-service options to improve customer convenience.
- Ensured compliance with all banking regulations, policies, and security procedures.
- Maintained professional and friendly customer interactions, delivering solutions quickly and effectively.
Education
High School Diploma - undefined
Liberty High School
Brentwood, CA01.2014
Skills
- Client Relationship Management & Consultative Banking
- Identifying Client Needs & Tailored Solutions
- Cross-Selling & Generating Referrals
- Compliance & Risk Awareness
- Multi-Branch Support & Operational Adaptability
- Time Management & Multitasking
Timeline
Roving Personal Banker
Wells Fargo
04.2024 - Current
Teller
Wells Fargo
09.2023 - 03.2024
Sales Associate
The Home Depot
06.2022 - 09.2023
Front End Supervisor
ShopRite
06.2022 - 05.2023
Premier Phone Banker
Wells Fargo
01.2018 - 03.2022
Retail Service Phone Banker
Wells Fargo
11.2016 - 12.2017
High School Diploma - undefined
Liberty High School
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