Jordyn Merica
Nokesville
Summary
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution. Flexible hard worker ready to learn and contribute to team success.
Overview
4
4
years of professional experience
Work History
Personal Banker
Wells Fargo
Warrenton
10.2023 - Current
- Branch Lead Designee.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Monitored changes in laws related to banking policies and procedures.
- Used product knowledge and abilities to execute consumer loans and other services.
- Executed wire transfers of funds in compliance with banking best practices.
- Followed operational standards, promoting security, risk management and compliance.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
- Worked closely with human resources to support employee management and organizational planning.
- Supported the manager in developing plans for future projects, initiatives and objectives.
- Delegated tasks appropriately according to individual skill sets.
- Trained new staff in relevant processes and procedures.
- Maintained open lines of communication with senior management, reporting team progress and challenges.
- Ensured compliance with company policies and procedures throughout the team.
Manager's Assistant
Your CBD Store
Warrenton
06.2022 - 10.2023
- Prepared agendas and took meeting minutes as requested by the manager.
- Resolved any operational issues that arose during day-to-day operations quickly and efficiently.
- Utilized computer applications such as Microsoft Office proficiently.
- Processed invoices, purchase orders and expense reports in accordance with company policy.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Developed and implemented efficient filing systems for all incoming documents.
- Responded to customer issues to provide immediate resolution and improve retention.
- Utilized company reports to analyze sales, gross profit and inventory activity.
- Provided general administrative support including answering phones, typing letters, reports and memos.
- Established relationships with key clients, while maintaining existing customer base.
- Coached, developed and motivated team to achieve revenue goals.
Pharmacy Technician
Walgreens
Warrenton
09.2022 - 08.2023
- Provided customer service to patients by answering questions about medications and health-related topics.
- Prepared compound medications under the supervision of a licensed pharmacist.
- Verified accuracy of medication labels before they were dispensed to customers.
- Resolved customer complaints promptly and professionally.
- Maintained an organized work environment by delegating tasks to staff as needed.
- Verified that cash drawers contained correct amounts of money during opening and closing shifts.
- Shift Lead
Truck Unloader
HomeGoods
Warrenton
12.2020 - 06.2022
- Labeled packages and pallets to ensure efficient identification of items.
- Reported any incidents or accidents immediately to supervisors.
- Operated machinery including balers and compactors used in compressing cardboard boxes for storage purposes.
Education
High School Diploma -
Liberty High School
Bealeton04.2020
Some College (No Degree) - Psychology
Lord Fairfax
FauquierSkills
- Punctual
- Efficient
- Reliable
- Responsible
- Customer service
- Fraud detection
- Regulatory compliance
- Risk management
- Microsoft Office
- Team leadership
- File maintenance
- Relationship building and management
- Document processing
- Account management
- Financial advising
- Teamwork and collaboration
- Sales expertise
- Attention to detail
- Multitasking Abilities
- Task prioritization
- Professional demeanor
- Branch operations
- Professional appearance
- Product knowledge
Accomplishments/Certifications
- Promoted from teller to banker after six months with Wells Fargo and again to Branch Lead Designee after another six months in my banker position.
- Maintained an NPS of 80% and above in throughout my Wells Fargo Career
- Notary Public
- NMLS License
- Selected for the Wells Fargo 2025 Branch Spotlight Award
Timeline
Personal Banker
Wells Fargo
10.2023 - Current
Pharmacy Technician
Walgreens
09.2022 - 08.2023
Manager's Assistant
Your CBD Store
06.2022 - 10.2023
Truck Unloader
HomeGoods
12.2020 - 06.2022
High School Diploma -
Liberty High School
Some College (No Degree) - Psychology
Lord Fairfax