Summary
Overview
Work History
Education
Skills
Timeline
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Daija Wise

Rosedale,MD

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Good communication, multitasking and planning abilities.

Overview

12
12
years of professional experience

Work History

Associate Banker

JPMorgan Chase
07.2022 - Current
  • Consistently support customers with everyday banking needs including transactions found on Teller Express, Customer Assist, Linq, and Client Central.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Demonstrated a keen eye for detail, consistently spotting discrepancies or inconsistencies in submitted materials, to address any concerns before finalizing approvals.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Counted, verified and handled armored car transactions as the vault custodian lead.
  • Fostered a positive work environment by actively contributing to team meetings sharing ideas on improving efficiency.
  • Assist customers with service and maintenance requests by reissuing debit cards, updating addresses, printing statements, completing stop payments and account transfers, and initiating wire transfers. This is along with everyday transactions such as deposits, withdrawals, and payments.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients' needs and concerns.
  • Mentored new associates on bank policies, product offerings, sales techniques, and customer service standards, ensuring smooth integration into the team environment.
  • Boosted branch revenue with diligent cross-selling of various banking products and services.
  • Calculated fees due, interest and change for customer transactions.
  • Referred customers to other banking departments for specialized services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Managed multiple projects simultaneously, maintaining strict deadlines and high-quality deliverables.
  • Managed complex investigations with multiple stakeholders, resulting in successful resolution of compliance issues.
  • Make customers' lives easier by educating them on digital self-service options that provide access to their accounts 24 hours a day.
  • Effectively manage lobby traffic, check clients into the waiting queue, and schedule/modify client meetings using the branch tablet.
  • Utilize branch offers and make appropriate customer referrals to licensed bankers and advisors.
  • Performed periodic reviews of existing client files, ensuring continued adherence to AML/KYC requirements.

Head Bank Teller

Wells Fargo
04.2018 - 07.2022
  • Streamlined teller operations for improved productivity and increased accuracy in transactions.
  • Assisted branch management in implementing new policies and procedures, ensuring smooth transitions for both staff and clients.
  • Managed high-volume cash drawer, maintaining accountability and minimizing discrepancies.
  • Developed strong relationships with customers, promoting bank products and services tailored to individual needs.
  • Assisted customers with technical support inquiries.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Processed applications for new accounts.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Executed wire transfers, stop payments and account transfers.
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
  • Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
  • Supported, trained and encouraged 5 employees to actively cross-sell financial institution service and product offerings.
  • Properly processed deposits, withdrawals and payments for average of 50 customers daily.
  • Investigated staff out-of-balance conditions and instituted corrective procedures.

Food Preparation Worker

Susan G Komen Breast Cancer Race For The Cure
10.2012 - 10.2015
  • Enhanced food presentation by skillfully arranging dishes and garnishing plates.
  • Maintained a clean and sanitary workspace, adhering to strict health and safety standards for optimal work conditions.
  • Collaborated with team members ensuring timely service to guests.
  • Handled high-pressure situations calmly and professionally during peak hours of operation.
  • Multitasked effectively during high-volume periods by prioritizing tasks based on urgency and importance.
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
  • Monitored and maintained required food temperatures for safety.

Education

Certificate - Cybersecurity

Thinkful Now Chegg Skills
Santa Clara, CA
11.2023

Associate of Arts - Social Sciences

The Community College of Baltimore County
Essex, MD
2018

High School Diploma -

G.W. Carver Center For Arts And Technology
938 York Rd, Baltimore, MD 21204
05.2014

Skills

  • Communication
  • Consumer Banking
  • Critical Thinking
  • Customer Service
  • Problem Solving
  • Loss Prevention
  • Active Listening

  • Meeting Sales Goals
  • Staff Training and Coaching
  • Risk management policies
  • Interpersonal Skills
  • Incident Response and Management
  • Documentation And Reporting

Timeline

Associate Banker

JPMorgan Chase
07.2022 - Current

Head Bank Teller

Wells Fargo
04.2018 - 07.2022

Food Preparation Worker

Susan G Komen Breast Cancer Race For The Cure
10.2012 - 10.2015

Associate of Arts - Social Sciences

The Community College of Baltimore County

High School Diploma -

G.W. Carver Center For Arts And Technology

Certificate - Cybersecurity

Thinkful Now Chegg Skills
Daija Wise