Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jennifer O'Brien

Cranston,RI

Summary

Committed professional with leadership experience in sales, marketing, and customer relations. Highly motivated, self-starter with strong work ethic and focus on results, acting in the best interest of the client. Ability to learn and adapt to new information and technology platforms with confidence.

Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank of America
06.2016 - Current
  • Engaged clients and assisting with client transactions (ATM, mobile banking, online banking)
  • Processing cash transactions based on client needs while gaining in-depth knowledge of their financial/life priorities
  • Collaborating with business partners to build and nurture strong relationships to ensure client financial goals are met

Branch Manager

Santander Bank
01.2016 - 06.2016
  • Ensured 100% compliance to branch and organizational bank regulations
  • Led team with use of real-time metric and goals ensuring branch budget was adhered to
  • Promotion/Marketing of Santander line of products including:
  • Overdraft protection, online banking and mobile app
  • Ensured that scheduling and localized training of branch team was completed in a timely manner

Small Business Specialist

Citizens Bank
01.2014 - 01.2016
  • Maintained 90% of daily sales goals for account retention/month
  • Strong focus on new/existing customers while exceeding 80% of monthly sales goals
  • Established trusting client relationships with data-driven reporting
  • Customized and proactively marketed bank products/services to meet client needs

Advanced Teller

Citizens Bank
10.2013 - 01.2014
  • Opened and closed accounts while cross-selling banking products and managing and resolving customer issues
  • Owned and managed the branch marketing display and created organized exhibits at semi-annual business expositions for branch networking purposes
  • Controlled cash and vaults and branch cash shipments and receipt.
  • Responsible for daily teller cash distribution and transaction verification

Customer Service Specialist

Bank of America
11.2011 - 11.2012
  • Trained and gained knowledge on bank policies and government regulations
  • Assisted learning and development office with customer service workshops
  • Launched and executed promotional events to market branch services to potential new clients
  • Developed long-term relationships with customers to facilitate continued business while maintaining a positive client experience
  • Assisted and performed accurate monthly inventories of supplies

Education

High School Diploma -

Coventry High School
Coventry, RI

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling

Certification

  • Top Performing QKA and recipient of Merchant Services/Sales award
  • Served on Employee network Committees for LGBTQ+ RI and DAN Boston New England
  • NMLS certified/Certified Notary public

Timeline

Relationship Banker

Bank of America
06.2016 - Current

Branch Manager

Santander Bank
01.2016 - 06.2016

Small Business Specialist

Citizens Bank
01.2014 - 01.2016

Advanced Teller

Citizens Bank
10.2013 - 01.2014

Customer Service Specialist

Bank of America
11.2011 - 11.2012

High School Diploma -

Coventry High School

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