Josalin (Ariel) Reynolds

Financial Relationship Specialist

Regions Bank

11.2015 - 08.2024

Built strong relationships with clients through consistent communication and exceptional customer service.
Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Educated customers on online banking and mobile banking applications.
Executed wire transfers, stop payments and account transfers.
Counted, verified and handled bank deposits and armored car transactions.
Cross-sold credit cards, loans and other bank products.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.

Summary

Overview

Work History

Financial Relationship Specialist

Education

High School Diploma -

Skills

Certification

Timeline

Financial Relationship Specialist

High School Diploma -

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