Sadie Jones El
South Orange,USA
Summary
Qualified professional with excellent customer service and communication skills, seeking to apply knowledge of banking and finance. Highly organized with an ability to prioritize tasks, manage multiple projects, and maintain accuracy in a fast-paced environment. Track record of success in providing customers with an exceptional banking experience, including handling customer inquiries, identifying customer needs, and providing financial solutions.
Overview
7
7
years of professional experience
Work History
Financial Services Consultant
Affinity Federal Credit Union
02.2024 - Current
- Built and deepened member relationships to help drive growth by ensuring satisfaction through regular communication and proactive problemsolving.
- Developed new business opportunities by networking, attending industry events, and delivering exceptional service to existing clients.
- Enhanced overall member experience by consistently providing timely, accurate, and relevant information
- Collaborated with different teams to develop innovative solutions that help met the unique needs of diverse members
Personal Banker
Citi Bank
09.2022 - 01.2024
- Assisted customers with routine inquiries regarding account balances and accounted information
- Offered sound financial advice to clients and helped them to make informed decisions regarding their financial investments
- Collaborated with other departments in order to resolve complex customer inquiries
- Advised customers on investment options available at the bank
- Mentored and trained new employees in banking, loan processing, and customer service operations
Teller
Wells Fargo
01.2020 - 08.2022
- Guided customers in selecting appropriate financial products for individual needs
- Balanced cash drawer and maintained full accountability for assigned cash on hand
- Greeted customers with professionalism and friendly and courteous demeanor
- Completed financial transactions, including deposits, withdrawals, and loan payments
- Provided assistance to customers who were having difficulty using automated banking machines
Assistant Store Manager
AT&T
09.2017 - 11.2019
- Assisted customers with routine inquiries regarding account balances and accounted information
- Offered sound financial advice to clients and helped them to make informed decisions regarding their financial investments
- Collaborated with other departments in order to resolve complex customer inquiries
- Advised customers on investment options available at the bank
- Mentored and trained new employees in banking, loan processing, and customer service operations
Education
General Education -
Orange High School
Orange, NJAssociate Of Applied Business - Business Administration
Essex County College
Newark, NJ2023
Skills
Critical thinkind
Strong work ethic
Problem solving
Timeline
Financial Services Consultant
Affinity Federal Credit Union
02.2024 - Current
Personal Banker
Citi Bank
09.2022 - 01.2024
Teller
Wells Fargo
01.2020 - 08.2022
Assistant Store Manager
AT&T
09.2017 - 11.2019
General Education -
Orange High School
Associate Of Applied Business - Business Administration
Essex County College
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