Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Motivated Professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively quickly resolving customer's inquiries. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Organized Patient Service Representative with 3 years of experience in healthcare. Adept at patient advocacy and education with commitment to efficiency. Skilled at coordinating busy offices and maintaining professionalism in stressful situations. Administrative professional possessing a strong desire to learn and grow professionally. Proficient in MS Office.

Work History
07/2018 to Current
Customer Service Liasion Ubs Beverly Hills, CA,
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Answered constant flow of customer calls with minimal wait times.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Performed patient scheduling and registration functions to serve as initial contact point for medical office visits.
  • Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
  • Guided patients to use online health service.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Exhibited high energy and professionalism when dealing with patients
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
05/2016 to 07/2018
Sr. Client Service Associate Agreeya Solutions Nashville, TN,
  • Utilized leadership skills
  • Proficient in Microsoft office products.
  • Collaborated with compliance department to eliminate procedural errors.
  • Scheduled staffing for main branch.
  • Organized, stocked and maintained teller window area.
  • Archived banking files no longer in use.
  • Executed customer transactions, including deposits, withdrawals and checks.
  • Maintained friendly and professional customer interactions.
  • Adhered to all confidentiality requirements at all times.
  • Answered telephone inquiries on banking products.
06/2015 to 05/2016
Customer Experience Associate HSBC Bank USA City, STATE,
  • Utilized leadership skills
  • Trained new team members on applying due diligence procedures and regulatory mandates.
  • Audited and documented all processes and procedures for new accounts department.
  • Maintained friendly and professional client interactions at all times.
  • Maintained confidentiality of bank records and client information.
  • Learned, referenced and applied product knowledge information.
  • Asked open-ended questions to assess customer needs.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on spot.
  • Helped customers with opening bank accounts and loan products.
  • Worked on Bank Reports Daily Coordinated, scheduled and arranged meeting for staff.
11/2013 to 06/2015
Branch Operations Associate HSBC Bank USA City, STATE,
  • Utilized leadership skills
  • Scheduled staffing for main branch
  • Worked on Bank Reports Daily Maintained confidentiality of bank records and client information
  • Investigated and resolved customer inquiries and complaints in empathetic manner
  • Met all customer call guidelines including service levels, handle time and productivity
  • Solved unresolved customer issues
  • Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
  • Processed quarterly Vault and ATM audits with zero error rate
  • Executed wire transfers, stop payments and account transfers
  • Organized and removed banking files no longer in use
Expected in 2015
Associate of Science: Computer Science
Bronx Community College - Bronx, NY
Computer Science
Expected in 2006
High School Diploma:
De Witt Clinton High School - Bronx, NY

  • Won the "Customer Service Representative of Year" Award, 2012
  • Won the "Customer Service Representative of Year" Award, 2013
  • Won the " Sales Excellence & Leadership Club" Award, 2012
  • Promoted to Branch Operations Associate from teller based on Superior Performance
  • Lean Six Sigma White Belt Certified
  • Lean Six Sigma Yellow Belt Certified
  • Professional telephone demeanor
  • Sales expertise
  • Appointment Scheduling
  • Patient Assistance
Native or Bilingual
Professional Working
Professional Working

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School Attended

  • Bronx Community College
  • De Witt Clinton High School

Job Titles Held:

  • Customer Service Liasion
  • Sr. Client Service Associate
  • Customer Experience Associate
  • Branch Operations Associate


  • Associate of Science
  • High School Diploma

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