Sherie Jones
EAST MACKAY,Queensland
Summary
Accomplished banking professional with a proven track record at Queensland Country Bank, enhancing operational efficiency and customer satisfaction. Expert in loan origination and relationship building, I significantly contributed to business growth and team performance through strategic insight and exceptional service. Skilled in digital banking and fostering team collaboration, I consistently exceeded sales targets and customer service benchmarks.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Banking Consultant - Lending
Queensland Country Bank
07.2018 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Worked with customers to procure updated financial information on continuous basis.
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Communicated lending decisions to customers.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
- Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
- Facilitated knowledge sharing among team members to improve overall team efficiency and expertise in the banking industry.
- Mentored junior consultants, improving team performance and cultivating a positive work environment.
- Led training sessions on relevant banking topics to enhance staff competencies in key areas of responsibility.
- Delivered exceptional customer service, resolving complex issues promptly and maintaining strong relationships with key clients.
- Contributed to organizational growth by participating in strategic planning sessions and offering expert insights into industry trends and forecasts.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Discussed financial options with clients and provided informed suggestions.
- Networked to identify potential new clients and expand geographic territories.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
Shop Assistant
Relay Mackay
Mackay
01.2017 - 12.2017
- Completed daily tasks accurately and on-time to support shop needs.
- Maintained a clean and organized shop floor, optimizing space for ease of customer navigation.
- Swept and mopped floor, wiped windows and fixtures after closing to support cleanliness and maintain organized store.
- Provided excellent customer service, promptly addressing inquiries and resolving issues.
- Checked incoming orders and organized new stock.
- Contributed to team success by supporting colleagues during peak periods or staff shortages.
- Assisted customers in locating items, ensuring a positive shopping experience.
- Organized shelves to remove slow moving items and add new merchandise.
- Collaborated with team members to achieve overall store goals and objectives.
- Greeted customers entering store and offered assistance with requirements.
- Collected payment by cash, debit or credit card and used Point of Sale system to process transaction.
- Helped managers with daily checklists and last-minute requirements.
- Managed product displays, showcasing new arrivals or bestsellers for increased visibility and sales opportunities.
- Conducted regular stock takes to ensure inventory accuracy, avoiding discrepancies and potential sales issues.
- Supported promotional events by setting up displays and distributing flyers, increasing customer engagement and sales.
- Managed efficient cash register operations.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Branch Support Officer
Bank Of Queensland
Mackay, QLD
11.2007 - 12.2017
- Supported marketing efforts by organizing promotional events within the community to increase brand awareness locally.
- Reviewed new accounts for required documentation.
- Ensured adherence to regulations by staying up-to-date on industry changes affecting banking operations at both federal and state levels.
- Maximized productivity by effectively delegating tasks among team members according to their skills and expertise.
- Actively participated in regional meetings to share best practices and gather insights on improving branch operations.
- Increased customer satisfaction with prompt and accurate service, addressing inquiries and resolving issues.
- Provided training to new employees on bank products, services, policies, and procedures for seamless integration into the team.
- Maintained detailed records of all transactions and activities within the branch for easy reference during audits or reviews.
- Contributed to the development of sales strategies, leading to improved branch performance in meeting targets.
- Assisted in maintaining a secure environment by adhering to security protocols and promptly reporting any suspicious activities or incidents.
- Evaluated employee performance regularly providing constructive feedback which led to continuous professional growth among staff members.
- Strengthened relationships between the branch and its customers through regular communication and attentive service.
- Managed financial transactions, ensuring accuracy and compliance with bank policies and procedures.
- Balanced daily cash and ATM, immediately documenting inaccuracies.
- Collaborated with other departments to address complex customer needs and ensure a consistent level of service across the organization.
- Supported branch operations by coordinating daily schedules, meetings, and reports for managers and staff members.
- Promoted a positive work culture within the branch through open communication, constructive feedback, and teamwork initiatives.
- Maintained friendly and professional customer interactions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Bank Teller
Pionner Permanent Building Society
Mackay, QLD
01.2005 - 11.2007
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Counted and packaged currency and coins.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Reconciled cash drawer and resolved discrepancies.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Turned in excess cash to maintain drawer security.
- Audited fellow teller currency to contribute to dual-control procedures.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Assisted customers with compromised debit cards and issued new credentials.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Removed mutilated currency from circulation.
- Sold and cross-sold bank products to new and existing customers.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Received loan and utility payments, sending funds to correct destinations.
- Processed applications for new accounts.
- Wrote and distributed customer correspondence.
Skills
- Operational efficiency
- Know your customer
- Payment processing
- Loan origination
- Business prospecting
- Anti-money laundering
- Portfolio management
- Mortgage lending
- Loan processing
- Cash flow forecasting
- Branch management
- Debt restructuring
- Credit assessment
- Banking operations
- Credit risk evaluation
- Digital banking
- Customer service
- Team collaboration
- Verbal and written communication
- Cash handling
- Customer Service-oriented
- Relationship building
- Teller experience
- Analyzing data
- Developing customer relationships
- Account openings
- Documentation skills
- Cash management
- Customer relationship management
- Analytical thinking
- Cross-selling expertise
- Team coaching and training
- Teller support
- Follow-up skills
- Educating clients
- Security protocols
- Opening and closing procedures
- Reviewing documents
- Consumer banking
- Meeting sales goals
Certification
Certificate 3 in Financial Services
Timeline
Personal Banking Consultant - Lending
Queensland Country Bank
07.2018 - Current
Shop Assistant
Relay Mackay
01.2017 - 12.2017
Branch Support Officer
Bank Of Queensland
11.2007 - 12.2017
Bank Teller
Pionner Permanent Building Society
01.2005 - 11.2007
Certificate 3 in Financial Services