Stephanie Jacobs
Grafton,WV
Summary
Motivated individual with experience in financial services and customer service. Responsible for building and maintaining relationships with clients and providing tailored financial solutions to meet needs. Able to identify opportunities to cross-sell products and services to a wide range of clients.
Overview
20
20
years of professional experience
Work History
Relationship Banker
TRUIST
Grafton, WV
07.2019 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Personnel Coordinator
Walmart
Grafton, WV
08.2004 - 07.2019
- Designed and implemented internal training for supervisors and other personnel.
- Cross-trained to cover other personnel staff duties to facilitate office management.
- Oversaw electronic processing to deliver appropriate paychecks and benefits to employees.
- Administered employee health, dental, FSA and disability benefits and worked with broker to research and recommend options and oversee open enrollment.
Education
Bachelor Of Arts - Business Administration/Accounting
Fairmont State University
Fairmont, WV05.2006
High School Diploma - Business/Accounting
Grafton High School
Grafton05.1999
Skills
- Relationship building and management
- Customer Service-Oriented
- HR policies and procedures
- Cash Handling
- Financial Services
- Loan Origination
- Banking operations knowledge
- Account updating
- Onboarding, Training, and Development
Timeline
Relationship Banker
TRUIST
07.2019 - Current
Personnel Coordinator
Walmart
08.2004 - 07.2019
Bachelor Of Arts - Business Administration/Accounting
Fairmont State University
High School Diploma - Business/Accounting
Grafton High School