Summary
Overview
Work History
Education
Skills
Timeline
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LEANN FOX

Baton Rouge

Summary

Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.

Overview

25
25
years of professional experience

Work History

Associate Banker - ME

JPMorgan Chase
02.2016 - 02.2025
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Maintained and balance main branch vault
  • Referred Clients to partners for products such as mortgage, wealth management, business relationship managers, investments, as well as other partners that were not housed in the branches.
  • Open and close deposit accounts
  • Credit card applications
  • Account Maintenance
  • Customer Budgeting
  • Follow up calls with customers to check in with customers quarterly
  • Document customer accounts with clear, detailed notes so that whoever comes in behind me in the account will be able to know exactly what is going on and what has been done to resolve a customer's issue.
  • Profile customers to be sure they are in the products that best fit their needs.
  • Customer retention
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • POA, Trust, Representative Payee and Estate Account Openings and Maintenance


Financial Sevices Associate II

Whitney Bank
12.2006 - 06.2015
  • Processed consumer and business loan and credit card applications as well as loan closings, profiled customers, opened and closed accounts, two day and two week calls to welcome and confirm receipt of debit cards and check orders for new accounts opened, performed account updates, resolved customer complaints and disputes, referred customers to business partners (mortgage, wealth management, merchant services investments, trust department, and commercial lending) as well as Whitney Bank's subsidiary (Harrison Finance) for further assistance with products and services that are not offered inside the branch, provided backup assistance behind the teller line as well as giving overrides for transactions that were over the tellers' transaction limit, reported and resolved teller outages at the close of business, maintained proof sheet at the close of business to be sure the bank balanced out at the end of the day, performed closing procedures daily to be sure the bank is secured once vacated at the end of the day.

Technical Support Representative

AT&T Wireless
08.2003 - 04.2007
  • Responsibilities included answering incoming calls from cell phone customers to resolve technical issues with their phones, provide instructions on phone usage, relocate services, help with roadside assistance, account maintenance, service restoration, and handling billing inquiries.

Student Worker

Department of Health and Hospitals
03.2000 - 10.2003
  • Assisted State workers with clerical duties such as faxing, copying, filing, delivering mail, answering phones as well as typing and preparing different documents.

Education

High School Diploma -

Glen Oaks High School
Baton Rouge, LA
01.1997

Bachelor of Science - Criminal Justice

Southeastern Louisiana University
Hammond, LA

Skills

  • Strong account analysis skills
  • Excellent time management skills
  • Analytical
  • People-oriented
  • Financial analysis
  • Compliance, banking laws and regulations
  • Savvy relationship-builder
  • Detail-oriented
  • Loan processing
  • Sales proficiency
  • Credit assessment
  • Branch operations

Timeline

Associate Banker - ME

JPMorgan Chase
02.2016 - 02.2025

Financial Sevices Associate II

Whitney Bank
12.2006 - 06.2015

Technical Support Representative

AT&T Wireless
08.2003 - 04.2007

Student Worker

Department of Health and Hospitals
03.2000 - 10.2003

Bachelor of Science - Criminal Justice

Southeastern Louisiana University

High School Diploma -

Glen Oaks High School

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LEANN FOX