Rebecca Hill
Santa Clara,CA
Summary
Multifaceted banking professional experienced in customer service, management and operational compliance. Skilled at helping customers with their banking needs and setting up with referrals. Excellent knowledge about leading the team in operations and keeping up with compliance. Seeking new opportunities to expand my skills and knowledge in other fields. Eager to advance my knowledge in any role that I fulfill.
Overview
11
11
years of professional experience
Work History
Associate Banker-Market Expansion
JPMorgan Chase
Palo Alto, CA
02.2021 - Current
- Receive mortgage and other loan payments, verifying payment dates and amounts due.
- Assist customers with account opening and maintenance.
- Participate in team meetings to discuss performance metrics and strategies for improvement.
- Ensure compliance with banking regulations and procedures in daily operations.
- Maintain updated knowledge through continuing education and advanced training.
- Recognized by management for providing exceptional customer service.
- Promote high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Understand and follow oral and written directions.
- Resolve problems or discrepancies concerning customers' accounts.
- Analyze customer needs and provide appropriate financial solutions.
- Research and resolve open items and deposit issues.
- Collaborate with other departments within the organization to ensure efficient delivery of services.
- Develop detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
- Complete daily cash balancing and operated ATMs.
- Train and coach less experienced team members in procedures, compliance standards and performance strategies.
PERSONAL BANKER
FIRSTBANK
03.2019 - 05.2019
- Advise customers on bank services for their needs
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Handle large amounts of cash
- Perform administrative duties (e.g
- Entering data into banking software).
PERSONAL BANKER
COMMERCE BANK
05.2018 - 01.2019
- Advise customers on bank services for their needs
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Handle large amounts of cash
- Perform administrative duties (e.g
- Entering data into banking software).
SALES ASSOCIATE
MACY'S
08.2015 - 05.2018
- Perform opening and closing activities
- Stack and order merchandise
- Perform inventory tasks
- Set and manage sales goals and quotas
- Fill eCommerce transactions
- Deliver training to new employees
- Manage a cash register.
DOMESTIC & CHILDCARE PROFESSIONAL
06.2017 - 11.2017
- Performed cleaning and maintenance tasks
- Cared for two children, organized excursions, tutored and helped with schoolwork
- Assisted with laundry
- Prepared meals
- Performed other domestic chores as requested.
SALES ASSOCIATE
PLATOS CLOSET
08.2014 - 11.2014
- Organized inventory and maintained a clean store
- Handled customer transactions and managed a register.
SALES ASSOCIATE
HEADBAND HUT LLC
11.2012 - 02.2014
- Operated with minimal supervision, often without oversight
- Prepared and distributed daily sales and inventory reports
- Checked inventory and reconciled daily transactions.
Education
HIGH SCHOOL DIPLOMA -
WESTMINSTER CHRISTIAN ACADEMY
BACHELOR OF ARTS - INTERDISCIPLINARY STUDIES
LINDENWOOD UNIVERSITY
Skills
- Excellent written and verbal communication skills
- Highly disciplined and organized
- Adaptable and able to change
- Positive attitude, team-oriented
- Detail-oriented
- Creative problem solving
- Microsoft Office skills
- Integrity and discretion
- Self-motivated professional
- Products and Services Knowledge
- Compliance and operations expert
- Team Coaching and Training
- Audit Procedures
- Generating Referrals
- Analyzing Performance
- Security Protocols
Volunteer Experience
- Post-Katrina, 2011
- F5 Tornado Cleanup Efforts, 2013
- CRISIS NURSERY, 2013
Timeline
Associate Banker-Market Expansion
JPMorgan Chase
02.2021 - Current
PERSONAL BANKER
FIRSTBANK
03.2019 - 05.2019
PERSONAL BANKER
COMMERCE BANK
05.2018 - 01.2019
DOMESTIC & CHILDCARE PROFESSIONAL
06.2017 - 11.2017
SALES ASSOCIATE
MACY'S
08.2015 - 05.2018
SALES ASSOCIATE
PLATOS CLOSET
08.2014 - 11.2014
SALES ASSOCIATE
HEADBAND HUT LLC
11.2012 - 02.2014
HIGH SCHOOL DIPLOMA -
WESTMINSTER CHRISTIAN ACADEMY
BACHELOR OF ARTS - INTERDISCIPLINARY STUDIES
LINDENWOOD UNIVERSITY
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