Jacqueline Lewis
North Augusta
Summary
Dedicated, organized and methodical individual. Great interpersonal skills, an excellent team worker and keen and very willing to learn and develop new skills. Reliable and dependable and often seek new responsibilities within a wide range of employment areas
Overview
15
15
years of professional experience
Work History
Personal Banker
Fifth-Third Bank
04.2023 - Current
- Managed customer transactions efficiently, ensuring accuracy and adherence to bank policies.
- Provided personalized financial solutions to meet diverse client needs and enhance satisfaction.
- Educated clients on banking products and services, fostering informed decision-making.
- Assisted in identifying potential sales opportunities through proactive customer engagement.
- Conducted thorough account reviews to ensure compliance with regulatory standards.
- Assisted clients with opening and managing bank accounts.
- Provided personalized financial advice to enhance customer satisfaction.
- Processed loan applications and guided clients through approval procedures.
- Educated customers on banking products and services available.
- Resolved account inquiries and issues efficiently and professionally.
- Collaborated with team members to achieve branch goals and objectives.
Customer Service Manager
Fifth Third Bank
Martinez
09.2015 - 04.2023
- Led customer service team to enhance client satisfaction and engagement.
- Implemented feedback systems to identify areas for service improvement.
- Resolved complex customer issues through effective problem-solving strategies.
- Organized team meetings to discuss service trends and share best practices.
- Maintained updated knowledge of banking products and services for staff support.
- Provided exceptional customer service to ensure customer satisfaction.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Assisted staff with resolving complex customer issues and implementing targeted solutions.
Assistant Branch Manager
Fifth Third Bank
Martinez
07.2011 - 09.2015
- Managed daily operations of branch to ensure effective service delivery.
- Trained and mentored staff on customer service best practices and banking procedures.
- Assisted in developing branch strategies to enhance customer engagement and retention.
- Facilitated team meetings to discuss performance, goals, and operational improvements.
- Coordinated schedules and staffing to ensure optimal branch coverage and efficiency.
- Collaborated with management on community outreach initiatives to promote financial literacy.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Supervised branch team, providing management with performance assessment suggestions.
- Supervised ranch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
Sales and Service Manager
Fifth Third Bank
Martinez
06.2011 - 09.2015
- Managed customer inquiries and resolved service issues effectively.
- Trained staff on product knowledge and customer engagement techniques.
- Oversaw daily operations and ensured compliance with banking regulations.
- Coordinated promotional events to drive product awareness and sales growth.
- Conducted regular meetings with the sales team to review goals and objectives.
Education
Bachelor of Business Administration - Business Administration
Winston Salem State University
Skills
- Critical thinking skills
- Cashflow planning & management
- Expert in teams/Microsoft office
- Bookkeeping
- Exceptional communication
- Attention to detail
- Relationship building
- Branch operations
- Customer service
- Sales expertise
- Relationship building and management
- Banking policies and procedures
- Issues resolution
- Financial services
- Cross-selling products
- Sales strategy
- Customer engagement
- Financial product sales
- Branch management
- Cross-selling and upselling
Timeline
Personal Banker
Fifth-Third Bank
04.2023 - Current
Customer Service Manager
Fifth Third Bank
09.2015 - 04.2023
Assistant Branch Manager
Fifth Third Bank
07.2011 - 09.2015
Sales and Service Manager
Fifth Third Bank
06.2011 - 09.2015
Bachelor of Business Administration - Business Administration
Winston Salem State University