Financial Relationship Associate Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • 15+ years experience in customer service Employee training and development
  • Exceptional organizational skills
  • Leadership skills Forecasting Skills
  • Ability to multi-task Coaching and training Skills
  • Cash handling experience for 15 years
  • Internal reporting and analysis Staffing and scheduling experience
  • Internal audits and operations
  • Coaching
  • Customer service
  • Organizational skills
  • Reporting
  • Sales
  • Recordkeeping
  • Strong communication skills
  • Inbound and outbound calling
  • Proficient in MS Office
  • Office equipment proficiency
09/2012 to Current
Financial Relationship Associate Regions Financial Corporation Coconut Creek, FL,
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 100 %
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Assisted with administrative tasks, including filing, answering phones and Scanning and faxing.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Kept teller window areas clean, organized and fully stocked.
03/2012 to 09/2012
Bank Teller Washington Federal Kent, WA,
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Responded and assisted customers with account inquiries and updates.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Explained bank services, financial products and applicable fees to customers.
  • Entered transactions into computer and issued customer receipts.
  • Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Recommended bank products and services to current and prospective customers.
  • Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
  • Reconciled cash and checks against computer records at end of shift.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
  • Prepared official checks for customer and internal bank needs.
  • Opened new customer accounts, including checking, savings and lines of credit.
  • Assessed and identified issues and quickly resolved to restore functionality.
02/2008 to 08/2010
Service Manger Fairfield Residential Llc Grove City, OH,
  • Teller duties check cashing, ATM processing, payments, cash advances, money orders, cross sell bank services and products, provide great customer service.
  • Manage the tellers service function's to ensure prompt and efficient transactions processing and the generation of sales Responsible for scheduling staff Train new tellers Audit the tellers and vaults to ensure that they are in compliance.
  • Daily, weekly and monthly reports Review bank regulations with staff and keep all compliance materials updated.
08/1997 to 03/2008
Assistant Store Manager/ Csr Valero City, STATE,
  • Interviewed and vetted job applicants to make effective hiring decisions and fill vacancies with strong team members.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Helped team members deliver polite and positive service to every customer by closely monitoring behaviors and offering constructive guidance.
  • Minimized waste through expense tracking and effective cost control strategies.
  • Processed credit and debit card payments and returned proper change for cash purchases.
  • Mentored team on effective upselling and cross-selling techniques.
  • Handled scheduling for two store shifts across 7-day work weeks to ensure proper staffing at all times.
  • Replenished merchandise, welcomed customers, responded to questions and maintained overall presentation of store.
  • Coached and developed store associates through formal and informal interactions.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Resolved all customer issues to maintain high standards of customer satisfaction.
  • Completed day-to-day tasks by leveraging knowledge of Microsoft office and other software that was used .
  • Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning.
Education and Training
Expected in
Leander High School - Leander, Texas
Expected in 03/2012
Austin Community College - Austin, TX
Activities and Honors

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Resume Overview

School Attended
  • Leander High School
  • Austin Community College
Job Titles Held:
  • Financial Relationship Associate
  • Bank Teller
  • Service Manger
  • Assistant Store Manager/ Csr
  • GED