ViewPoint Bank was a commercially oriented, North Texas community bank serving local entrepreneurs, businesses, and families for more than 60 years. They're one of the largest locally based banks in the D/FW area. They believe in their customers. Their goals. Their dreams. Their ambitions for tomorrow. And since 1952, they’ve been doing whatever it takes to support them as they advance in business and life. They are now Legacy Texas Bank and formerly Community Credit Union.
What was in it for Jeremiah?If memory serves, Jeremiah's first bank account was opened at Community Credit Union in 1999. One that is still open today. It must have had a big impact on him because one of his dreams was always to be a Personal Banker. Jeremiah's manager introduced him to Dave Ramsey and his principles thanks to ViewPoint Bank sponsoring one of his live events. This event changed his life forever. He enjoyed working in the financial industry and would come to serve it in a different capacity in a few more years.
What is in it for you?Proof, that once Jeremiah sets a goal that he is passionate about and invested in, even if it takes eight years, he will achieve it. Another example of achieving goals is the fact that outside of work, Jeremiah finished his Commercial Music Associate's degree, and started thinking about what was next. Project Management, so he started and finished his Business Management certificate and Associate's degree along with his Project Management certificate. Jeremiah's customers were the general public. He was able to develop and enhance his customer service skills by helping people in all states of minds. From individuals that could be at their lowest point financially, at their highest, and everything in between. Jeremiah had to ensure that he balanced and exercised both objectivity but keep his empathy.
EXPANDED RÉSUMÉ EXCERPT:Personal Banker (Sept. 2007 - May 2009) Senior Personal Banker (May 2009 - Jan. 2010)
HIGHLIGHTS OF ACCOMPLISHMENTS:
- Jeremiah was asked by the Regional Manager to become a certified mentor for new Personal Bankers throughout the eastern region.
- He achieved a reduction in errors for new accounts and loans after analyzing existing data and trends, then implementing new workflow processes and checks and balances.
- He produced 147% of account, loan, and money goals on a monthly average.
- One of the most rewarding things Jeremiah did, was volunteering to deliver CRA (Community Reinvestment Act) money management seminars and presentations to the public and Jr. High Avid classes. He would discuss budgeting, savings, credit, and more money management concepts. With the comments from the individuals after the presentation, he really felt like he was helping make a difference in people's lives.
- Jeremiah also sought ways to go above and beyond. He performed managerial functions including reports, retentions, and branch and teller auditing.
- He established, retained, and deepened relationships with existing customers and new customers.
- He identified and anticipated customer needs to match and recommend products and/or services to fulfill those needs.
- Jeremiah managed customer contacts to provide a high level of customer satisfaction.
- He opened deposit accounts, took loan applications, closed on loans, responded to customer requests, and resolved issues.
- When applicable, he cross-sold products and/or services, including referrals to other areas of the bank.
HIGHLIGHTS OF ACCOMPLISHMENTS:
- Jeremiah increased efficiency through documenting standard operating procedures (SOPs) and knowledge base articles (KBAs).
- He was able to continue volunteering to deliver CRA (Community Reinvestment Act) money management seminars and presentations to the public and Jr. High Avid classes.
- Jeremiah performed quality review and assurance for deposit contracts and system entries, with a focus on IRAs.
- He assisted representatives with deposit and IRA questions, procedures, and assistance with customers.
- He participated in financial software system release projects to test and validate data and new and existing functionality.