Jonathan Katembwa
Florence
Summary
Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 10 years of related experience to a challenging position with room for advancement.
Overview
13
13
years of professional experience
Work History
Banking Associate
TD Bank
11.2024 - Current
- 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.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Educated customers on features and benefits of banking products and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Retail Banker
Woodforest Bank
07.2024 - 11.2024
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Universal Banker
First Reliance Bank
01.2021 - 07.2024
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Boosted customer satisfaction by providing tailored retail solutions and personalized assistance.
- Mentored new cashiers, providing comprehensive training that resulted in increased productivity.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Bank Teller
First Reliance Bank
01.2016 - 01.2021
- Serve customers by completing account transactions
- Provide account service to customers by receiving deposits, loan payments, cashing checks, issuing saving withdrawals, and recording night and mail deposits
- Sell cashier’s checks, redeem series E bonds
- Answer questions in person or telephone
- Refer customer to other bank services, as necessary
- Record transactions by logging cashier’s checks, safe deposit box information as needed
- Prepare currency transaction reports
- Maintain supply of cash and currency to operate
- Turn in excess cash and mutilated currency to head teller
- Reconcile cash drawer by proving cash transactions, counting, and packaging of currency and coins
- Maintain customer confidence and protect bank operations by keeping all information confidential
- Contribute to the Team effort by accomplishing related results as needed.
Logistics Team Member
Target
01.2012 - 01.2018
- Responsible for routinely working with vendors
- Ensuring lines of communication are open, effective, and current
- Processing items being delivered to or from a Target store
- Ensuring the appropriate receipts, credits and damaged/defective items are accurately processed
- Ensuring proper procedures are followed in compliance with applicable laws and regulations
- Deliver an exceptional customer experience
- Prioritizing the customer needs over task.
Education
High School Diploma -
South Florence High School
05.2013
Skills
- Ability to perform under limited supervision adhering to established goals and deadlines
- Excellent Team Player, Negotiation, Conflict Resolution, Decision Making/Problem-Solving Capabilities
- Interpersonal Skills
- Emotional Intelligence
- Network/Relationship Building
- Skilled in Microsoft Word and Excel
- Time Management
- Branch Management
- Accurate Cash Transactions
- Funds Transfer Management
- Client Requirement Analysis
- Branch operations
- Teller support
- Banking relationship management
Websites
Accomplishments
- Awarded "CEO Exellennce" Award in 2020.
Awards
- CEO Excellence Award
- Completed Numerous Management Courses
Languages
Swahili
Professional Working
Timeline
Banking Associate
TD Bank
11.2024 - Current
Retail Banker
Woodforest Bank
07.2024 - 11.2024
Universal Banker
First Reliance Bank
01.2021 - 07.2024
Bank Teller
First Reliance Bank
01.2016 - 01.2021
Logistics Team Member
Target
01.2012 - 01.2018
High School Diploma -
South Florence High School
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