Robert Jackson
Hendersonville
Summary
Customer-focused banking professional with extensive experience in financial services, sales, and leadership. Skilled in handling transactions, building customer relationships, and identifying sales opportunities to enhance client financial well-being. Proven ability to drive revenue growth, manage teams, and provide exceptional Customer Service. Customer-focused and results-driven banking professional with over 10 years of experience in retail banking, customer service, and team leadership. Efficient in building strong client relationships, manage high volume transactions, and support branch operations with accuracy and efficiency. Known for resolving complex issues, promoting financial products, and maintaining compliance with banking regulations. Committed to delivering an exceptional client experience driving growth and operational excellence.
Overview
10
10
years of professional experience
Work History
Customer Service Representative
Home Depot
05.2024 - Current
- Delivered personalized support to customers, resolving product, billing, and payment issues while maintaining high service standards.
- Assisted customers with financing options, including store credit cards and promotional interest plans.
- Processed returns and exchanges accurately while verifying payment methods and adhering to fraud prevention protocols.
- Handled sensitive customer information with confidentiality, aligning with PCI compliance best practices.
- Managed front-end operations including cash handling, drawer reconciliation, and reporting of daily transactions.
- Supported issue escalation, providing clear documentation and follow-up on complaints and financial discrepancies.
- Collaborated with departments to ensure accurate inventory adjustments tied to sales and refunds.
- Trained new associates on POS systems, cash protocols, and customer service excellence.
Universal Banker
PNC Bank
12.2023 - Current
- Advise clients on banking solutions including savings, checking, credit, and loan products based on financial needs.
- Ensure compliance with BSA/AML, KYC, and internal risk protocols during account opening and servicing.
- Conduct daily cash balancing, audit transactions, and monitor fraud prevention measures.
- Promote digital banking tools and educate clients on secure transaction methods.
- Collaborate with leadership to exceed branch performance goals in product referrals and customer satisfaction.
Teller
Wells Fargo
12.2019 - 01.2022
- Performed accurate cash handling and high-volume transactions including deposits, withdrawals, and loan payments.
- Supported sales efforts by referring clients to financial advisors and bankers for specialized products.
- Maintained compliance with federal financial regulations including OFAC checks and CTR reporting.
- Investigated account discrepancies and assisted in fraud detection and resolution
Sales Manager
Walmart
12.2018 - 01.2020
- Oversaw department operations with a focus on daily sales performance, loss prevention, and cash flow accuracy.
- Analyzed financial reports to track revenue targets, implement corrective actions, and minimize shrink.
- Managed onboarding and coaching for team members on credit card programs and financing services.
- Reviewed transactional data to detect anomalies, reporting potential fraud to appropriate channels.
- Reconciled registers and prepared bank-ready deposits, ensuring compliance with internal audit standards
Customer Service Manager
Walmart
03.2017 - 03.2018
- Supervised front-end operations, ensuring excellent service and smooth transaction processing.
- Resolved customer complaints efficiently, maintaining high satisfaction ratings.
- Managed cash registers, reconciled transactions, and enforced loss prevention policies.
- Created reports on customer feedback, complaints, and suggestions for management review.
- Collaborated with senior management team members in designing strategies that would improve overall quality of services offered by the organization.
- Maintained accurate records of customers' interactions with the company in order to provide better future services.
- Evaluated overall effectiveness of existing customer service policies and procedures and recommended changes as necessary.
Customer Service Representative
Target
05.2015 - 05.2017
- Resolved customer concerns related to purchases, returns, and payment issues while maintaining professionalism and empathy.
- Processed high-volume transactions with accuracy, including cash, credit, check, and gift card payments.
- Maintained compliance with company policies during refund approvals, price overrides, and financial exceptions.
- Balanced register drawers and performed closing procedures, preparing deposits and reporting discrepancies.
- Monitored front-end POS activity to prevent fraud and ensure smooth transaction flow.
- Assisted with RedCard (Target’s store credit) applications by guiding customers through the application process and explaining benefits.
- Collaborated with loss prevention and leadership to address and report suspicious activity or transaction issues.
- Trained new team members on customer service best practices, refund protocols, and payment processing systems.
Education
Bachelor's Degree -
Florida Gulf Coast University
01.2019
Skills
- Cash Handling & Transaction Processing
- Customer Relationship Management
- Sales & Cross-Selling Banking Products
- Financial Literacy & Education
- Digital & Mobile Banking Proficiency
- Team Leadership & Staff Training
- Conflict Resolution & Problem-Solving
- Regulatory Compliance & Risk Management
Certifications And Additional Skills
- Bank Teller & Sales Training
- Proficient in Microsoft Office, CRM Systems, and Digital Banking Platforms
- Communication Skills
- Leadership Skills
- Organizational skills
- Adaptability
- Marketing
- Administrative skills
Timeline
Customer Service Representative
Home Depot
05.2024 - Current
Universal Banker
PNC Bank
12.2023 - Current
Teller
Wells Fargo
12.2019 - 01.2022
Sales Manager
Walmart
12.2018 - 01.2020
Customer Service Manager
Walmart
03.2017 - 03.2018
Customer Service Representative
Target
05.2015 - 05.2017
Bachelor's Degree -
Florida Gulf Coast University