Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Knowledgeable and dedicated customer service professional . Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

  • Account updates
  • Training and mentoring
  • Customer Relations
  • Money handling abilities
  • Complaint resolution
  • Recordkeeping strengths
  • Credit card processing
  • Loans
  • Night and safe deposit procedures
  • Consumer banking specialist
  • Rapid 10-key data entry
  • Relationship development
  • Customer service
  • Problem resolution
  • Financial Product Knowledge
  • Opening and Closing Procedures
  • Developing Customer Relationships
  • Meeting sales goals
  • Educating clients
  • ATM balancing
  • Account openings
  • Attaining quotas
  • Developing work schedules
  • Ability to catch errors
  • Schedule Management
  • Research and due diligence
  • Sales expertise
  • Order fulfillment
  • Professional telephone demeanor
  • Account management
  • Complex transactions
  • Compliance, banking laws and regulations
  • Relationship building and management
  • Cash Handling
  • Team management
  • Supervision
  • Organization
  • Business operations
  • Teller auditing
  • Reviewing Documents
  • Escrow management
  • Security Protocols
  • Staff Training
  • Customer Relationship Management
  • Cross-selling expertise
  • Money transfers
  • Data entry background
  • Technical Support
  • Team Player
  • Teaching
  • Office administration
  • Conflict management
  • Administrative support
  • Training and development
Work History
11/2017 to Current Customer Relationship Consultant Adt Security Services | Worthington Springs, FL,
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Balanced teller drawers and ATM cash.
  • Developed tailored solutions to meet individual banking needs.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Provided advice on different bank products and financial options.
  • Opened, closed and updated accounts for customers.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Assisted tellers in cashing checks by verifying signatures and amounts.
  • Managed branch vault by verifying all cash transactions for accuracy.
  • Executed various customer transactions, including deposits, withdrawals and money orders.
  • Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
  • Pleasantly greeted all patrons and asked effective questions to better assess client needs.
  • Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
  • Performed teller scheduling to achieve appropriate branch coverage for business needs.
  • Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Coordinated daily cash reconciliation in high-volume location.
  • Advised clients on mortgage, education and personal loans.
  • Maintained friendly and professional customer interactions.
  • Processed exchange and foreign currency.
  • Organized, stocked and maintained teller window area.
05/2017 to 10/2017 Warehouse Associate Firstmile | Miami, FL,
  • Readied product pallets for optimal storage and shipment, carefully organizing boxes and balancing weight.
  • Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors to obtain replacements or refunds.
  • Verified quantity and description of materials received by checking merchandise against packing list.
  • Inspected ingoing and outgoing shipments to verify accuracy and prevent errors.
  • Kept warehouse clean and organized to maximize team efficiency and productivity.
  • Operated RF scanners to track merchandise and verify contents of containers.
  • Prepared orders for shipment by systematically picking, packing and labeling merchandise.
  • Labeled and accurately moved customer orders to meet shipment timetables and minimize errors.
  • Recorded information, shortages and discrepancies to keep records current and accurate.
  • Compared received packages against shipping documents.
08/2011 to 01/2012 Customer Service Representative Select Medical Corporation | Eldersburg, MD,
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Responded to customer requests for products, services and company information.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
  • Sought out training opportunities to enhance customer relationship management abilities and further boost satisfaction scores.
  • Educated customers on current promotions, upgrades or new offerings available under current plan.
Expected in 06/2009 High School Diploma | North Valleys High School, Reno, NV GPA:

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School Attended

  • North Valleys High School

Job Titles Held:

  • Customer Relationship Consultant
  • Warehouse Associate
  • Customer Service Representative


  • High School Diploma

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