Jeamima Jimmy
Columbia
Summary
Dynamic Universal Banker at M&T Bank with expertise in customer service and financial planning. Proven track record in training teams and enhancing client onboarding experiences. Skilled in mobile banking and cross-selling strategies, consistently exceeding sales targets while fostering strong client relationships. Committed to delivering exceptional service and innovative banking solutions.
Overview
11
11
years of professional experience
Work History
Universal Banker
M&T Bank
Columbia
06.2022 - Current
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Helped customers understand and use mobile applications and online banking.
- Performed special services for customers, ordering bank cards and checks.
- Verified customer identity through driver's license or other forms of identification.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Assisted customers with online banking setup and troubleshooting issues.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Answered telephone inquiries regarding account balances, fees or general information.
- Advised customers on bank products, services and financial planning options.
- Analyzed clients' financial statements to offer customized banking solutions.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Store Leader/Manager
The Children's Place
Columbia
07.2018 - Current
- Provide leadership and oversight of successful daily retail operations with team of fifteen employees
- Hire and train effective team of staff in customer service, inventory management, and strategic selling methods
- Create weekly employee schedule based on forecasted business needs and operational budgets
- Perform daily drawer counts to calculate accurate cash deposits and apply internal controls to minimize loss
- Restock sales floor with new product, design visual displays, and merchandise clothing and accessories on mannequins to drive sales
Student Intern
Office of Workforce Development
Columbia
09.2016 - 12.2016
- Completed clerical and administrative duties to support effective departmental operations
- Filed documents, updated electronic records, and retrieved required information to maintain organized business records
- Answered incoming calls, recorded messages, and performed data entry with 15% accuracy to meet daily performance goals
Assistant
Mason and Friends Salon & Spa
Columbia
08.2014 - 10.2015
- Delivered friendly front desk reception, answering incoming calls, and schedule appointments to provide exceptional customer service
- Effectively multi-tasked, prioritized projects, and organized business processes to maximize productivity
- Cleaned salon, prepared spa treatment rooms, and assisted stylists or estheticians with client treatments to ensure quality customer experiences
Education
Certificate - Early Childhood Education
Howard Community College
Columbia, MDSkills
- Customer service
- Account management
- Sales strategies
- Mobile banking
- Team building
- Employee training
- Effective communication
- Client onboarding
- Deposit processing
- Electronic funds transfer
- Financial planning
- Cash handling proficiency
- Loan processing
- Credit analysis
- Debt management
- Estate planning
- Check processing
- Retirement planning
- Branch operations
- Wire transfers
- Cross-selling and partner referrals
- Verbal and written communication
- Account updating
- Opening and closing procedures
Timeline
Universal Banker
M&T Bank
06.2022 - Current
Store Leader/Manager
The Children's Place
07.2018 - Current
Student Intern
Office of Workforce Development
09.2016 - 12.2016
Assistant
Mason and Friends Salon & Spa
08.2014 - 10.2015
Certificate - Early Childhood Education
Howard Community College