Job Search Status
Open to workDesired start date: Open to discussion
Open To Work
Lori Harrod
Ohio City,OH
Work Preference
Summary
Licensed Financial Banker II with expertise in financial analysis and customer service. Enhanced branch sales and client relationships through effective communication and financial literacy initiatives. Proficient in Microsoft Word and data entry, ensuring compliance and accuracy in all transactions. Achieved significant portfolio growth by recommending customized financial products.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Licensed Financial Banker II
First Financial Bank
Rockford, Ohio
07.2021 - 02.2026
- Managed daily banking operations and ensured compliance with regulations.
- Provided exceptional customer service and resolved client inquiries promptly.
- Assisted customers with account openings, loan applications, and transactions.
- Supported financial product promotions and contributed to customer education initiatives.
- Collaborated with team members to streamline branch processes and enhance efficiency.
- Helped customers understand and use mobile applications and online banking.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Analyzed customer's financial information to determine the best banking products for them.
- Engaged in community outreach to promote financial literacy programs for clients.
- Met with new clients and completed pre-qualification procedures.
- Processed loan applications and prepared relevant documents for approval.
- Advised customers on bank products, services and financial planning options.
- Performed daily reconciliation of bank accounts to ensure accuracy of records.
- Reconciled cash and checks against computer records at end of shift.
- Maintained accurate records of all transactions within the branch's database system.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Ensured compliance with state and federal banking regulations through regular reviews.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Increased branch sales and portfolio growth through effective recommendations of financial products to prospective customers.
- Researched and resolved open items and deposit issues.
- Utilized banking software to update client accounts and process transactions efficiently.
- Coordinated with internal departments to streamline operational processes and improve customer service.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Cultivated relationships with new and existing clients, strengthening customer loyalty and contributing to overall bank profitability.
Store Manager
Culligan
08.2007 - 12.2019
- Open / Close the store
- Managed bank deposits and transactions to ensure accurate financial operations
- Executed advertising and marketing strategies, including networking, to increase brand visibility
- Assisted clients with inquiries and concerns to enhance customer satisfaction
- Schedule service calls
- H2O chemical treatment testing
- Date entry – processing new account -10 key
Education
CERTIFIED MEDICAL OFFICE ASSISANT -
VANTAGE VOCATIONAL
06.2007
Skills
- Loan processing
- Account management
- Client onboarding
- Teller operations
- Financial analysis
- Recordkeeping compliance
- Data entry accuracy
- 10-key calculator skills
- Keyboarding efficiency
- Microsoft Word proficiency
- Interpersonal communication
- Customer service and support
Certification
NMLS
Accomplishments
District Lead Award
Timeline
Licensed Financial Banker II
First Financial Bank
07.2021 - 02.2026
Store Manager
Culligan
08.2007 - 12.2019
CERTIFIED MEDICAL OFFICE ASSISANT -
VANTAGE VOCATIONAL