Customer Service Business Banking
Resume:
Jenna Wedge
Bloomfield, CT *****
*************@*****.***
Authorized to work in the US for any employer
Work Experience
Universal Banker
M&T Bank/Peoples United Bank - Avon, CT
June 2019 to Present
• Specializes in branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers
• Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch
• Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner
• Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs
• Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions
• Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs
• Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance
• Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships
• Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them
• Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs
• Introduce appropriate banking partner when servicing needs present an opportunity for a product solution
• Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA
(Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities
• Identify and escalate cases of suspected fraud
• Resolve and accurately log all customer complaints in the appropriate system
• Review, approve and help resolve Consumer and Business Banking customer overdrafts
• Accurately complete customer transactions
• Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
• Promote an environment that supports diversity and reflects the M&T Bank brand
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act Complete other related duties as assigned providing exceptional service to branch customers and resolving customer problems in a timely manner
• Being responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately
• Exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company’s culture and brand
•
Photographer/Lab Technician
Avon Motophoto - Avon, CT
January 2003 to 2019
• Outstanding customer service.
• Photographing all students for Avon and Simsbury High School
• Photographing executives, newborn babies, products, families and my favorite...animals
• Photoshop and restore old and new photos
• Assisting in the ordering of Senior Portraits
• Assisting customers use of our kiosks
• Assisting customers on the phone
• Printing and color correcting all photos ordered by customers
• Framing portraits
• Gifting - making mugs, calendars, photo albums, collages, etc.
• Custom cards for any occasion
• Fingerprinting (field print)
• Balancing cash register and credit card terminal at closing
• Inventory
Bank Teller
Simsbury Bank - Simsbury, CT
1995 to 2000
• Outstanding customer service.
• Accept deposits, loan payments, process checking and savings account withdrawals.
• Cash checks
• Balance cash drawer, including periodic batching of cashed checks
• Process credit card cash advances
• Assist in ordering, receiving, verifying, and distributing cash.
• Provided products including Cashier's Checks, Personal Money Orders.
• Answering customer service inquiries and refer customers to the proper service area for issues that cannot be resolved at the teller line.
• Assist customers in accessing safety deposit boxes. Education
High school or equivalent
Lewis S.Mills High School - Burlington, CT
Skills
• Microsoft Word (5 years)
• retail sales (10+ years)
• Banking (9 years)
• Cash Handling (9 years)
• Graphic Design (10+ years)
• Photography (10+ years)
• Adobe Photoshop (10+ years)
• Bank Secrecy Act
Certifications and Licenses
Certified Notary Public
May 2021 to May 2026
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