Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JESSE SHOCK

Loves Park,IL

Summary

I'm a Banking professional with comprehensive knowledge in financial services and client management. I have the ability to enhance customer experiences, streamline banking operations, and adapt to dynamic work environments.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Universal Banker 1

FirstMid Bank & Trust
Rockford IL
04.2024 - Current
  • Fostered strong client relationships to facilitate banking transactions and support financial objectives.
  • Facilitated daily client transactions
  • Provided assistance to customers navigating online and telephone banking platforms to enhance user experience.
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Maintained existing client deposit and savings accounts to ensure compliance and customer satisfaction.
  • Assisted customers with setting up or closing accounts, and signing up for new services.

Associated Banker

JPMorgan Chase
12.2022 - 04.2024
  • Cultivated advanced banking skills by thriving in a fast-paced setting with elevated expectations.
  • Managed daily operations, ensuring compliance with financial regulations and internal policies.
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Adapted to fast-paced situations by prioritizing tasks and optimizing team performance to handle increased customer demand.
  • Educated customers on features and benefits of banking products and services.

Teller

Associated Bank
01.2019 - 01.2022
  • Established foundational skills and knowledge essential for success in banking career.
  • Served as primary point of contact for customers at branch, facilitating seamless banking experiences.
  • Processed customer transactions efficiently and accurately, ensuring compliance with bank policies.
  • Trained new tellers on operational procedures and customer service best practices, improving team performance.
  • Managed daily banking reports, ensuring timely completion and adherence to regulatory standards.
  • Balanced cash drawer daily and resolved discrepancies

Sales Associate / Shift Manager

Disc Replay of Rockford
09.2016 - 01.2019

Disc Replay is a resale store focusing on digital media, electronics, and collectibles.

  • Achieved promotion to Shift Manager after one year of dedicated service.
  • Guided team members in daily operations to achieve smooth workflow and maintain high morale. Supported collaborative efforts to enhance team productivity and cohesion.
  • Processed transactions efficiently using point-of-sale systems, ensuring accuracy in cash handling.
  • Maintained store organization and cleanliness, optimizing product displays for customer engagement.

Education

High School Diploma -

Jefferson High School
Rockford, IL
06.2015

Skills

  • Proficient in MS Excel
  • Proficient in MS Word
  • Proficient in MS Office
  • Proficient in MS Powerpoint
  • Proficient in MS Outlook
  • Proficient in MS Teams
  • Strong written communication
  • Smartsheet proficiency
  • Risk management
  • Customer service
  • Team collaboration

Certification

  • BSA Training - 2019-2026
  • Regulation CC Training - 2019-2026
  • Regulation E Training - 2019-2026
  • CIP Training - 2019-2026
  • Cyber Security Training - 2019-2026
  • Physical Security Training - 2019-2026
  • Regulation D Training - 2019-2026
  • CRA Training - 2019-2026

Timeline

Universal Banker 1

FirstMid Bank & Trust
04.2024 - Current

Associated Banker

JPMorgan Chase
12.2022 - 04.2024

Teller

Associated Bank
01.2019 - 01.2022

Sales Associate / Shift Manager

Disc Replay of Rockford
09.2016 - 01.2019

High School Diploma -

Jefferson High School
JESSE SHOCK