Administrative Virtual Assistant resume example with 13+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
In an effort to secure a position with your firm, I have taken the liberty of enclosing my resume for review. It is my desire to utilize and enhance my skills and knowledge to become an integral part of your company, and contribute to its continuing success. When reading the resume, you will note my extensive and diversified experience. I consider myself to be a loyal and trusted employee who understands the importance of confidentiality, completes all assigned tasks, and is eager to accept challenge and responsibility. Determination, dedication, and a high energy level motivate me to do the best job possible. I'm as comfortable working independently as I am when working within a "team", and have always maintained a harmonious relationship with my co-workers and supervisors. I look forward to hearing from you shortly, so that we may arrange an interview at which we can discuss this matter in detail. Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. Highly enthusiastic customer service representative with 4+ years client interface experience. Desire a challenging and rewarding position with a progressive organization where my skills and experience can be effectively employed for advancement. Core Strengths Customer service Store maintenance Invoice processing Energetic work attitude Credit card processing Strong client relations Multi-line phone usage Courteous demeanor Large cash/check deposits Fast learner Cash management Problem solver Accomplishments Financial · Compiled inventory lists and worked with vendors for product pricing and special orders. · Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate. Telephone Service · Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction. Multi-tasking · Cashiered with two cash registers at once in tandem to maximize customer flow. Customer Interface · Greeted customers upon entrance and handled all cash and credit transactions. · Assisted customers over the phone regarding store operations, product, promotions and orders. Customer Service · Consistently received positive feedback from guests and created repeat business by developing long-term relationships with customers. · Handled guest complaints, maintaining a positive dining experience for all rest.
  • Inspiring team leader
  • Excellent time management skills
  • Analytical
  • Flexible
  • People-oriented
  • Excellent communication skills
  • Reliable
  • Goal-oriented
  • Risk management assessor
  • Currently studying FINRA Series 99 License
Administrative Virtual Assistant, 03/2016 - Current
First National Bank Texas Richardson, TX,
  • Act as a liaison between the Financial Advisors and Operations department as well as the clients
  • On-boarding new accounts and existing clients.
  • Segment book of business
  • Death Claims / work with Wealth Transfer Team
  • Retention / Investment Review Letters
  • Enter Salesforce touchpoints for Financial Advisors
  • Send Monthly Market Recaps to Managed clients
  • Assist client with Direct Business / Follow up with carriers
    Generated financial reports for management review.
    Drafted internal documents and memoranda.
  • Liaised directly with customers to meet needs and maintain satisfaction.
  • Ensure compliance with Capital One and polices and procedures from an operational perspective. 
Personal Banker, 02/2014 - 07/2015
Ecumen Worthington, MN,
  • Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
  • Established new customer accounts including checking, savings, lines of credit and loans.
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.
  • Assembled in-store marketing displays.
  • Processed cash withdrawals.
  • Trained employees on cash drawer operation.
  • Adhered to Wells Fargo security and audit procedures.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Loaded consumer loan applications into the  loan processing program.
  • Examined checks for identification and endorsement.
  • Entered member transaction data into the online banking software. 
  • Processed treasury, tax and loan payments.
  • Reported daily averages and shortages to the operations department.
  • Supplied tellers with coin and currency as needed.
  • Maintained confidentiality of bank records and client information. 
  • Received regional branch recognition award for outstanding customer service.
  • Directed specific questions to appropriate branch personnel. 
  • Delivered prompt, accurate and excellent customer service.
  • Building relationships with our clients and finding the right solutions for their financial needs.
  • Providing expert advice and service to customers.
  • We find satisfaction in offering the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement.
  • As a Wells Fargo personal banker, I devoted as much of your day as possible to having in-depth conversations, in person and by phone, with my customers.
  • Building and managing lifelong customer relationships.
  • Understanding customers' financial needs and showing them how to get the greatest possible value from our products and services.
  • Analyzing current customer relationships and proactively contacting customers with recommendations to help them achieve financial success.
  • Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities.
  • Opened new customer accounts, including checking, savings and lines of credit.
Account Specialist, 12/2012 - 01/2014
Realtor.Com Westlake Village, CA,
  • The Universal Branch Associate is responsible for providing all Teller based transaction as well as direct selling of our consumer and small business products/services to existing and new customers using a conversation model.
  • Universal Branch Associates process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures: must be continuously aware of fraud loss and check cashing guidelines as well as all security and transaction documentation requirements.
  • Also responsible for the security of assigned cash which must be maintained and balanced within established guidelines.
  • Uncovering the client's needs and providing superior customer service.
  • Direct and educate my clients in all the products that we have to offer to help with their financial needs.
  • greet customers/prospects in the lobby, on the teller line, or on the phone.
  • Researches customer inquiries,.
  • orders checks and/or debit cards, returns phone calls,.
  • accepts and forwards wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities.
  • Uses needs-based assessment tools to analyze and determine customer needs.
  • Assist and educate customers on the use of self service and remote channels.
  • Uses the conversation model to uncover customer needs using open-ended questions.
  • Maintains a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs.
Customer Service Representative, 11/2009 - 08/2011
Iconma, L.L.C. Arlington, OR,
  • My responsibility as a customer service representative was to service my customers by providing product and service information; resolving product and service problems.
  • Attracts potential customers by answering product and service questions; suggesting information about other products and services.
  • Opens customer accounts by recording account information.
  • Maintains customer records by updating account information.
  • Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
  • Maintains financial accounts by processing customer adjustments.
  • Recommends potential products or services to management by collecting customer information and analyzing customer needs.
  • Prepares product or service reports by collecting and analyzing customer information.
  • Contributes to team effort by accomplishing related results as needed.
Loan Modification Specialist, 01/2009 - 09/2009
Petco San Juan Capistrano, CA,
  • Become informed on all the new government programs that are design to assist homeowners in their hardship.
  • I managed quality communication as wells as customers support with the products.
  • I developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Negotiate with the clients lender about lower their mortgages payments and interest rate.
  • Negotiate with the clients credit card companies and other types of debt.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Performed daily maintenance of the loan applicant database. 
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Educated customers on the variety of loan products and available credit options.
  • Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Researched insurance information and flood certificates.
    Provided expert financial advice on mortgage and both educational and personal loans.
Team Leader, 02/2008 - 03/2009
Abbvie, Inc Jacksonville, FL,
  • Ability to operate, demonstrate and explain the merchandise that are in my assigned area (product knowledge) Cycle Count and Monthly Audit for products in my department Supervise a crew of 5 or more employees, while working under strict deadlines and responded to service requests and emergency call-outs.
  • I was also responsible in scheduling the weekly inventory pickups and deliveries with vendors.
  • This will aide me in the preparation and sale of a broad range of customized merchandise to individuals and commercial accounts.
  • Regularly sought opportunities to up sell and add on additional merchandise while replenishing the merchandise on the shelves.
Executive Assistant, 10/2006 - 03/2008
JTW Lending, Inc City, STATE,

  • Designed PowerPoint presentations for monthly divisional meetings with top-level executives.
  • Arranged appropriate travel, visas, agendas, necessary contacts and country information.
  • Collaborated with other administrative team members, human resources and the finance department on special projects and events.
  • Provided logistical support to visiting executives in coordination with other Executive Assistants.
  • Developed and provided ongoing tracking to division-wide customer complaints for annual government audits.
  • Handled and distributed all incoming and outgoing mail.
  • Open, read, and wrote answers to routine letters.
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents. 
  • Investigated issues and problems and drafted responses to urgent requests.
  • Served as a liaison between company president and clients regarding client accounts and new business.
  • Approved travel expenses and reimbursement requests. Preparation of Balloon and Promissory Notes Accounting Payroll Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
  • Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and fax.
  • Processed daily invoices and billed renewed invoices to clients.
Assistant Manager/Sales Associate, 08/2005 - 09/2006
  • Product Management Assisting in organizing field trips and birthday parties at the funpark and also putting together shows and props for the occasionDesigned and suggested new display idea for merchandise, resulting in improved customer view/accessibility and leading to increased sales.
  • Restocked inventory ever month and reviewed cash operation data to verify proper replenishment.Scheduled weekly inventory pickups and deliveries with vendors.
  • Facilitated accurate markdowns and monthly inventories.
  • Handled cash stock and inventory balances.
  • Answered customer questions regarding store merchandise, department information and pricing.
  • Accurately balanced cash drawer after every shift.
  • Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning.
  • Assisted in creating pre-season marketing plans to support department and divisional strategies.
  • Achieved notable successes in cost control, revenue generation and marketing effectiveness.
  • Maximized client satisfaction.
  • Determined customer needs.
  • Prepared standard operating procedures.
  • Designed promotional materials.
  • Created professional business presentations.
  • Coordinated and directed project meetings.
Education and Training
Associate of Arts: Fashion Design and Merchandise , Expected in 2002
Katherine Gibbs - New York, NY
Fashion and Textiles course
Coursework in Business Administration
Fashion Styling conference
Seminar on Computer Aided Design
Student government representative

Coursework in Business Administration and Accounting
Fashion and Textiles course
Course on Communication Design
Liberal Arts coursework
Computer Aided Design course
  • Safety Regulations, Scheduling,Management,Sales Software
  • Service Manuals, Set-up, Maintenance

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Resume Overview

School Attended

  • Katherine Gibbs

Job Titles Held:

  • Administrative Virtual Assistant
  • Personal Banker
  • Account Specialist
  • Customer Service Representative
  • Loan Modification Specialist
  • Team Leader
  • Executive Assistant
  • Assistant Manager/Sales Associate


  • Associate of Arts

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