Jordan Fitzgerald Email & Phone Number

- Develops a tracking report enabling all branch employees to accurately manage status of client’s credit applications.- Implements training procedures and management practices for newly hired teammates in the district.- Establishes new and maintain existing relationships with small businesses and high net worth individuals within the community.- Maintains high standards of performance record through exceptional customer service and attention to detail and thorough follow-up.

- Met sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns.- Accurately opened, closed, and maintained customer accounts according to established policies and procedures. - Maintained a high level of customer service to assist the branch in obtaining the highest customer service ratings, including the mystery shop program and other internal programs and controls.- Maintained working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training.