LiveCareer-Resume

financial relationship consultant nexus resume example with 12+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary

I'm Jessica. I am currently a Financial Relationship Consultant-Nexus Banker aiming to move laterally to a Priority Contact Center Banker position. I have been with Regions for four years and consider myself a Consumer Banking Specialist. I'm confident that I can leverage my knowledge base to be successful as a Priority Banker.

Skills

    Clifton Strengths Top Five:

    Intellection- Is charaterized by intellectual activity. Introspective and appreciates intellectual discussions.

    Responsibility-One takes psychological ownership of what they say they will do. Committed to stable values such as honestly and loyalty.

    Input-One collects and archives information. Accumulates information, ideas, words for further use.

    Deliberative-Is best described by serious care taken in making decisions or choices. Anticipates obstacles.

    Connectedness-Has faith in the link among all things. Every event has meaning.

    Additional skills:

  • Consumer Banking Specialist
  • Exceptional Customer Service
  • Cash Handling Expertise
  • Relationship Building and Management
  • Financial Advising
  • Professional Demeanor
  • Risk Mitigation
  • Due Diligence
  • NMLS ID: 1930878
Education
Northwest Shoals Community College Muscle Shoals, AL, Expected in 12/2009 GED : - GPA :
Northwest Shoals Community College Muscle Shoals, AL, Expected in 05/2011 Associates : General Studies - GPA :
University of North Alabama Florence, AL Expected in 05/2014 Bachelor of Science : Psychology - GPA :
Work History
Regions Financial Corporation - Financial Relationship Consultant-Nexus
Springfield, IL, 12/2019 - Current
  • Ended Quarter 2 of 2020 with closing over $300,000 in new consumer loans.
  • Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
  • Promoted available products and services to customers during service, account management and order calls.
  • Used consultative Regions 360 approach to understand customer needs and recommend relevant solutions.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Maintained teller cash recycler to perform bank transactions.
  • Received multiple positive reviews acknowledging dedication to excellent customer service.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Vail Resorts - Financial Relationship Specialist/Teller 2
Wilmot, WI, 06/2016 - 12/2019
  • Assisted customers with setting up or closing accounts and signing up for new services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Maintained teller drawer to perform bank transactions.
  • Processed currency exchanges and foreign currency.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Conferred with customers about concerns with products or services to resolve problems and drive sales.
  • SAR Star Award 2018
  • SAR Star Gold Award 2019
Foodland - Customer Service Cashier
City, STATE, 08/2008 - 03/2016
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Provided professional and courteous service at all times.
  • Worked overtime shifts during busy periods.
  • Guaranteed positive customer experiences and resolved all customer complaints.
  • Processed and issued money orders for customers.
  • Maintained adequate cash supply in cash drawers in multiple checkout stations.
  • Operated a cash register to process cash, check and credit card transactions.
  • Opened and closed the store, which included counting cash drawers and making bank deposits.
  • Prepared and submitted end-of-shift reports.
  • Processed POS transactions, including checks, cash and credit purchases or refunds.
  • Answered questions about store policies and concerns to support positive customer experiences.

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Resume Overview

School Attended

  • Northwest Shoals Community College
  • Northwest Shoals Community College
  • University of North Alabama

Job Titles Held:

  • Financial Relationship Consultant-Nexus
  • Financial Relationship Specialist/Teller 2
  • Customer Service Cashier

Degrees

  • GED
  • Associates
  • Bachelor of Science

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