Jennifer Rash Email & Phone Number

Charlotte, North Carolina, United States

-Reviews, updates, and approves all visual content released by Learning & Development Team -Identifies training needs and designs learning materials including presentations, job aids, manuals, assessments, procedures, and scripts -Designs, develops, implements, evaluates, maintains, and oversees all training resources -Designs advertisements for employee engagement events -Oversees employee recognition program

North Carolina, United States

• Designed courses and materials for Leadership on Motivating Employees, Setting Goals, Performance Evaluations, Time Management, and Documentation• Designed courses and materials on Financial Wellness, Fraud, Teller Basics, and New Hire Orientation• Wrote and published procedures for implementing Instant Issue for debit and credit cards• Utilized PowerPoint and Canva to create engaging, effective, and attractive training decks• Upgraded existing PowerPoint and Canva presentations to enhance visual appeal and achieve concise communication• Utilized Engageware to publish procedures and training material that is searchable by key word• Edited existing Engageware procedures for conciseness• Utilized BAI to create tests and learning modules and to evaluate training efficacy and learner comprehension• Demonstrated use of various banking software/programs• Recommended upgrades and modifications for continual improvement of learner materials, processes and procedures

Asheville, North Carolina, United States

• Processed online and in-person loan applications including HELOCs, auto loans, personal loans, and credit cards• Decisioned loans within lending limits based on DTI, unsecured debt, and LTV• Analyzed each credit report pulled to offer refinancing at lower interest rates• Opened new memberships and added additional accounts, products, or services for existing members• Performed all teller transactions as needed when appropriate to maintain representative line

Wilmington, North Carolina, United States

• Processed ACH transactions and ACH files using various banking platforms• Maintained and updated account holder information across multiple banking systems• Researched and resolved deposit account and general ledger reconciliation differences• Reviewed online deposit applications to ensure accurate documentation was obtained• Monitored and addressed exception transactions including non-post, stop pays and NSF transactions• Submitted outgoing wire instructions to wire team and posted incoming wires

Wilmington, North Carolina Area

• Utilizes CRM software to create operational team instructions for fund allocation, provides rates, bank history, and FDIC coverage information• Educates customers in Live Oak Bank website functionality and other technical support to maintain optimal workflow• Mitigates regulatory and financial risks by ensuring compliance with BSA, AML, and Gramm Leach Bliley Act laws and corporate compliance during customer reviews• Strengthens traceability by ensuring 100% accurate completion and submission of all financial documentation• Ensures customer retention by cultivating relations for satisfaction and offering proactive resolution ideas to questions, concerns, or challenges• Maintains knowledge of the banking industry and evolving needs to sustain relevance and deliver optimal client customer support

Wilmington, North Carolina

• Directly led and coached 6 team members, and monitored performance and task completion for optimal productivity• Utilized Jack Henry software for credit union member transactions• Grew customer base by identifying needs to deliver relevant product solutions that achieve customer goals• Retained customers by providing recommendations to promote brand effectiveness and product benefits• Drove profitability by up-selling additional banking products to credit union members

Wilmington, North Carolina

• Ensured client satisfaction and retention by cultivating long-term relations, delivering insightful customer presentations, and offering proactive resolution ideas and actionable responses to questions, concerns, or challenges.• Prior experience includes 5+ years as a Bank Teller at The Bank at Broadmoor and Virginia Bank & Trust.