Jennifer Reese Email & Phone Number

United States

- Manage and oversee the daily operations of a financial institution at the branch level, ensuring all associates are aware of and adhere to policy, procedures and regulations.- Focus on associate development by leading associates through regular one-on-one coaching, goal tracking, observations with feedback, encouragement and guided instruction. - Conduct required monthly, quarterly, and semi-annual audits according to policy. - Host regular staff meetings and huddles to highlight accomplishments, areas of focus, training topics, noteworthy changes and solicit an open discussion.

- Graduated from a highly selective leadership development program, STAR (Striving To Achieve Results). Curriculum included lessons in professional maturity, communication, networking, and servant leadership.- Dedicated time outside of primary role to complete assignments based on self-reflection, feedback from STAR mentors, and curriculum lessons. Lesson substance included books, workbooks, LinkedIn Learning, applied learning with noted reflections, articles, research assignments, and SMART goal creation to build action plans.- Scheduled and attended meetings regularly with program mentors to discuss assignments and progress.- Conducted interviews about leadership topics with leaders throughout the company.- Created and conducted a presentation to a group of colleagues utilizing Microsoft PowerPoint.

- Provided a seamless banking experience for each member served, ensuring a personalized approach no matter how in-depth their needs. - Identified and implemented products and services that fit consumer or business members’ unique financial situations, goals, and life circumstances. - Led on-the-job training to new banking associates to familiarize them with sales goals, policy & procedure, best practices and efficiency.

- Performed financial transactions efficiently and accurately for a high volume of credit union members.- Promoted financial products and services and referred prospects to appropriate associate or department.- Maintained accurate balancing of cash drawers and conducted end-of-day branch settlement.- Coached new tellers through on-the-job training, focusing on appropriate cash handling, member experience, and policy & procedure.

- Performed financial transactions efficiently and accurately for a high volume of banking clients.- Promoted financial products and services and referred prospects to appropriate associate or department.- Maintained accurate balancing of cash drawers and conducted end-of-day branch settlement.

- Provided assistance with daily living activities to adults with intellectual disabilities within a group home setting.- Supported individuals’ goals through guidance, encouragement and instruction.- Completed daily progress notes, medication administration and charting, and individual financial tracking.