Joanna Gabrielle Parker
Johnsonville
Summary
Dynamic banking professional with extensive experience at Carolina Trust Federal Credit Union, excelling in branch operations and customer service. Proven track record in enhancing transaction efficiency and fostering customer relationships. Skilled in cash management and adept at cross-selling financial products, driving client satisfaction and retention.
Overview
30
30
years of professional experience
Work History
Universal Banker
Anderson Brothers
04.2021 - Current
- Processed customer transactions efficiently and accurately using banking software.
- Educated clients on financial products and services tailored to their needs.
- Assisted in resolving customer inquiries, enhancing satisfaction and retention.
- Collaborated with team members to streamline daily operational procedures.
Head Teller
Carolina Trust Federal Credit Union
Johnsonville, SC
07.2019 - 04.2021
- Supervised daily operations of teller line, ensuring compliance with policies and procedures.
- Trained and mentored junior tellers on customer service best practices and transaction processes.
- Implemented process improvements that enhanced transaction efficiency and reduced wait times.
- Managed cash drawer reconciliation, maintaining accuracy in financial reporting and transactions.
Claims Associate
BCBS
06.1996 - 02.2018
- Processed insurance claims accurately and efficiently, adhering to established protocols.
- Reviewed claim documentation to verify completeness and compliance with policy guidelines.
- Collaborated with cross-functional teams to resolve discrepancies and ensure timely claim resolutions.
- Utilized claims processing software to track and manage claims from submission to closure.
Education
High School Diploma -
Conway High School
Conway, SC06.1991
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Cash management
- Money handling
- Meeting sales goals
- Cross-selling expertise
- Team collaboration
- Check cashing and withdrawals
- Developing customer relationships
- New account setup
- Customer Service-oriented
- Cash handling
- Account openings
- Teller experience
- Customer service
- Check processing
- Risk management
- Banking software navigation
- Investment strategies
- Document preparation
- Payment processing
- Transaction processing
- Deposit processing
- Wire transfers
- Know your customer
- Relationship building
- Dual control vaults
- Follow-up skills
- Cross-selling and partner referrals
- Customer education
- Self-motivated nature
- Recordkeeping requirements
- Documentation skills
- Night and safe deposit procedures
- Opening and closing procedures
- Resourcefulness
- Account closing process
Timeline
Universal Banker
Anderson Brothers
04.2021 - Current
Head Teller
Carolina Trust Federal Credit Union
07.2019 - 04.2021
Claims Associate
BCBS
06.1996 - 02.2018
High School Diploma -
Conway High School