Syreeta Jones
Jonesboro,Georgia
Summary
Dedicated professional with demonstrated strengths in customer service, time management, and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
12
12
years of professional experience
Work History
Associate Banker
Chase Bank
09.2022 - Current
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Evaluated client financial positions and identified most appropriate banking products.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and implemented strategies to reduce risk and increase profitability.
- Executed wire transfers, stop payments and account transfers.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Received mortgage, auto loan or verifying payment dates and amounts due.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Opened, closed, and updated accounts for customers
Insurance Agency Manager/Licensed Insurance Agent
Slater Insurance Agency
01.2013 - 08.2022
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Trained new personnel regarding company operations, policies and services.
- Followed up with customers on unresolved issues.
- Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
Education
Associate of Applied Science - Business Management
Atlanta Technical College
Atlanta, GA12.2016
Skills
- Exceptional Customer Service
- Quotes and sales
- Employee Coaching and Motivation
- Bank Deposit Preparation
- Business Management Principles
- Cash Management
- Customer Transactions
- Consultative Selling Techniques
- Process Balance And Adjustments For Clients
Timeline
Associate Banker
Chase Bank
09.2022 - Current
Insurance Agency Manager/Licensed Insurance Agent
Slater Insurance Agency
01.2013 - 08.2022
Associate of Applied Science - Business Management
Atlanta Technical College
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