Jordana Thompson
Concho
Summary
Dynamic financial professional with proven expertise in relationship building and financial advisory, honed at National Bank of Arizona. Excelled in loan processing and customer service, enhancing client satisfaction and loyalty. Demonstrated leadership as Assistant Manager at Family Dollar, driving operational excellence. Skilled in banking operations and financial product sales, with a strong focus on achieving customer financial goals.
Overview
5
5
years of professional experience
Work History
Branch Relationship Banker
National Bank of Arizona
09.2022 - Current
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Cultivated strong customer relationships by providing tailored advice and services.
- Participated in community events to represent the bank, fostering strong local ties and generating business leads.
- Strengthened customer relationships by providing personalized financial advice and identifying suitable banking products.
- Handled escalated customer complaints professionally, taking appropriate action steps toward resolution while preserving positive rapport with clientele base overall.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
Assistant Manager
Family Dollar
10.2019 - 09.2022
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Education
High School Diploma -
St. Johns High School
Saint Johns, AZCertification - Book Keeping & Professional Tax Preparation
Universal Accounting Center
Provo, UT12-2025
Skills
- Goal oriented
- Loan processing
- Financial product sales
- Banking operations
- Financial advisory
- Cash handling
- Customer Service-oriented
- Relationship building and management
- Teller support
- Financial advising
- Customer needs assessment
Timeline
Branch Relationship Banker
National Bank of Arizona
09.2022 - Current
Assistant Manager
Family Dollar
10.2019 - 09.2022
High School Diploma -
St. Johns High School
Certification - Book Keeping & Professional Tax Preparation
Universal Accounting Center
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