Jessica Sousa Email & Phone Number

Educate clients and their employees on business products that fit their present and future needs, including loans (home equity, auto, home improvements, and college), credit cards, CDs, checking/savings accounts, etc. •Prepare and maintain production and pipeline reports; accountable for referral acquisition, growth, retention and satisfaction of profitable small business clients•Opened new accounts, CDs, travelers checks, money orders, cashier’s checks, check ordering/reordering, encoding of daily checks, filming, filing, account verification, research, coin shipments and vault balancing; filled and balanced ATM machines•Oversaw incoming and outgoing collections and wire transfers •Researched out-of-balance situations immediately; processed correctly and made note of any errors

• Pre-Qualify clients for mortgage loans • Educate clients on financial stresses, offer advice on how to handle financial strains for the future

• Train partners to receive, and verify and inspect deliveries for quality, quantity and weight • Highlight unique and different items by attractively arranging merchandise displays for impulse buying • Ensure maximum profitability and compliance with company standards and procedures are met; increased daily sales to $20-$25K with average ticket exceeding $220, achieving highest producing store nationwide out of 400• Establish atmosphere and energy of store, increase profitability, maintain systems and oversee inventory logistics• Increase traffic, revenue and profits through assignment of various projects; maintain accountability for store’s performance, merchandising and housekeeping standards• Improve customer satisfaction index, ensure customer’s experience is superior and exceeds expectations