Livecareer-Resume
Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Flexible hard worker ready to learn and contribute to team success.

Organized and motivated employee eager to apply time management and organizational skills in various environments.

Skills
  • Managing wealth
  • Developing financial plans
  • Making insurance decisions
  • Relationship building
  • Organizational skills
  • People skills
  • Customer service
  • Work ethic
  • Problem resolution
  • Working collaboratively
  • Multitasking
  • Time management
  • Fast pace work environment
Experience
Sr. Personal Loan Office, 09/2019 to Current
Turn5 IncOverland Park, KS,
  • Evaluated financial, income and credit documentation to make loan decisions.
  • Built and strengthened client relationships to form long-lasting, profitable bonds.
  • Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Improved operations by working with team members and customers to find workable solutions.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Documented conversations with customers to track requests, problems and solutions.
  • Assisted customers in making payments on accounts and setting up payment plans.
  • Upheld strict quality control policies and procedures during customer interactions.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Assessed customer account determine service needs and accurately input information into electronic systems.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Consulted with customers to determine best methods to resolve service and billing issues.
Sales Representative, 04/2019 to 09/2019
Trustone FinancialShakopee, MN,
  • Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
  • Contacted new and existing customers to outline benefits of products.
  • Monitored customer order process and addressed customer issues.
  • Fostered relationships with customers to expand customer base and retain business.
  • Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
  • Improved overall customer purchasing experiences to promote steady revenue.
  • Followed-up with clients after installations to assess quality service and customer satisfaction.
  • Demonstrated product features to align with customer needs.
  • Prepared and processed contracts and order forms for new and existing customers.
  • Created and implemented store displays, promoting sales and growth.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Expanded territory by cold-calling retail leaders across product lines and upselling vendor partnerships.
  • Developed key customer relationships to increase sales.
  • Highlighted target products with eye-catching signs, displays and shelf positions.
  • Created successful strategies to develop and expand customer sales.
  • Pursued over new accounts through lead generation, cold calling and advertising referrals.
Teller, 11/2018 to 04/2019
Amita HealthBrazil, IN,
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Trained employees on cash drawer operation.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Directed specific questions to appropriate branch personnel.
  • Opened new customer accounts, including checking, savings and lines of credit.
  • Assessed daily reports and generated notification letters to delinquent account holders.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Entered transactions into computer and issued customer receipts.
  • Processed all sales transactions promptly to prevent long customer wait times.
  • Opened new accounts and served existing customers based on individual financial needs.
  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
  • Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
Cashier, 02/2016 to 06/2018
Choctaw CasinoCity, STATE,
  • Operated cash register, collected payments and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Helped customers find specific products, answered questions and offered product advice.
  • Worked closely with front-end staff to assist customers.
  • Processed all sales transactions promptly to prevent long customer wait times.
  • Trained new team members in cash register operation, stock procedures and customer service.
  • Maintained high productivity by processing cash, credit, debit and voucher program payments for customers.
  • Wrapped items and bagged purchases properly to prevent merchandise breakage.
  • Learned roles of other departments to provide coverage and keep store operational.
  • Inventoried stock and placed new orders to keep supplies within optimal levels for expected demands.
  • Inspected items for damage and obtained replacements for customers.
  • Verified customer identification for alcohol or tobacco purchases.
  • Received payments for products and issued receipts.
  • Resolved customer complaints and escalated worsening concerns for remediation.
  • Increased sales by suggesting specific complementary items to customers.
Education and Training
High School Diploma: , Expected in 05/2016
Silo High School - Durant, OK
GPA:

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Resume Overview

School Attended

  • Silo High School

Job Titles Held:

  • Sr. Personal Loan Office
  • Sales Representative
  • Teller
  • Cashier

Degrees

  • High School Diploma

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