Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Results-oriented Customer Service professional commended for exceptional customer satisfaction ratings, speedy resolutions and consistent availability. Strategic and persuasive with 8years of experience working in customer-facing environments. Accustomed to using tactful communication and active listening to creatively solve problems achieve positive outcomes.

Deliver industry-leading service to every customer with knowledgeable, support. Team-oriented, responsible and successful at maintaining team efficiency while meeting all customer requirements by leveraging strong multitasking, planning and problem-solving abilities. Quick learner well-versed in customer services operations and customer behaviors.

Focused customer relations professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering 8years of experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations.

Well-qualified Personal Banker proficient in handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with team-oriented mentality and dedication to customer satisfaction, business goals and sales excellence. Skilled in coordinating documentation and handling payments.

  • Financial Management
  • Customer Service
  • Complaint Resolution
  • Regulatory Compliance
  • Customer Contact
  • New Product Information
  • Computer proficient
Work History
11/2017 to Current
Personal Banker Hsbc Fort Lee, NJ,
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Managed quality assurance program including on site evaluations, internal audits and customer surveys
  • Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
04/2015 to 11/2017
Teller Coordinator Petco Norwood, MA,
  • Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals
  • Trained and coached tellers on banking operations to provide exceptional customer service
  • Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution
  • Ensured compliance with all internal controls and federal regulations by implementing secure methods
  • Managed branch vault by verifying all cash transactions for accuracy
  • Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Created member account profiles on organization's online banking program
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
  • 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
10/2011 to 02/2015
Customer Service Supervisor HMSHost Corporation City, STATE,
  • Researched and corrected regular, advanced and long-standing customer concerns to promote company loyalty
  • Assessed and authenticated customer exchanges, voids and returns
  • Assessed personnel performance and implemented incentives and team-building events to boost morale
  • Supervised day-to-day customer service operations to provide staff with guidance and drive productivity
  • Quickly resolved issues using problem solving skills and customer service skills, which aided in building rapport and relationships with clients
  • Developed documentation and logs of implemented solutions and generated and submitted accurate reports
  • Initiated investigations into complex or sensitive complaints, identifying solutions swiftly and to customer satisfaction
  • Monitored metrics and developed actionable insights to improve efficiency and performance
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies
Expected in 05/2011
Bachelor of Arts: Mass Communications
Paine College - Augusta, GA
  • Majored in Public Relations

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School Attended

  • Paine College

Job Titles Held:

  • Personal Banker
  • Teller Coordinator
  • Customer Service Supervisor


  • Bachelor of Arts

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