Administrative Virtual Assistant resume example with 13+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
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.
Skills
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
Experience
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.
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.
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.
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.
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 GPA: 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
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