Deja Jensen
Mesa,AZ
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
13
13
years of professional experience
Work History
Financial Advisor Support Team Agent
Bank of America
11.2022 - Current
- Banking Field and Lending Support
- I assist Financial Advisors with Wealth Management clients through Merrill relationships
- I currently handle every banking need, from products and services to credit card support and credit line increases
- Ability to follow rigorous policies and procedures to ensure disclosures are met and the Bank and client are protected
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Project Specialist
Ianthus
05.2022 - 11.2022
- Project specialist.
- Ensuring product is pure as possible for patients, while ensuring packaging standards are met for the highest level of client satisfaction.
- Maintained detailed documentation of project progress, facilitating smooth handovers and seamless transitions between phases.
- Established clear lines of communication between all parties involved in projects, preventing misunderstandings or miscommunications from jeopardizing outcomes.
Enrollment Advisor III
The University of Arizona Global Campus
05.2020 - 04.2022
- Sales representative for The University of Arizona Global Campus
- My requirements included a number of students enrolled, accepted, and retained
- My other duties included providing accurate information regarding degree programs and assisting students in selecting the correct path for them
- Met or exceeded enrollment and retention goals consistently.
- Helped students complete applications and navigate admissions processes.
- Finalized and processed enrollment applications.
- Provided prospective or new students with information about educational and career planning, university resources and academic programs.
- Created and followed call scripts and flows to maximize effectiveness.
- Improved student retention rates by offering ongoing support and resources throughout their academic journey.
Corporate Representative
Nike Corporate Office
10.2018 - 05.2020
- Representative in consumer affairs for Nike
- I handled claims for defective Nike products purchased within two years of the manufacturing date of when the product was created
- Other requirements included risk management, documentation of Nike store incidents, idea submissions, and more
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
Contractor for the Department of Economic Security
Conduent
02.2018 - 08.2018
- AHCCCS representative and phone support agent
- Required to accept a high volume of calls per day, and assisting residents of Arizona in applying for State benefits or checking the status of applications
- In April of 2018, I had the honor of assisting in troubleshooting the current Integrated Virtual Response (IVR) phone menu that is currently utilized today
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
Waitress
International House of Pancakes
06.2011 - 07.2018
- A very fast paced food environment, I assisted from serving customers, to cooking the food and ensuring food quality and safety procedures
- Great ability to adapt quickly to business needs and client satisfaction
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
Education
Associates -
Mesa Community College
Mesa, AZ05.2015
Skills
- Customer Service
- Communication
- Problem Solving
- High Attention to Detail
- Ability to Adapt to High Stress Situations
- Coachable
- Sales expertise
- Relationship building and management
- Investment advice
- Banking
Timeline
Financial Advisor Support Team Agent
Bank of America
11.2022 - Current
Project Specialist
Ianthus
05.2022 - 11.2022
Enrollment Advisor III
The University of Arizona Global Campus
05.2020 - 04.2022
Corporate Representative
Nike Corporate Office
10.2018 - 05.2020
Contractor for the Department of Economic Security
Conduent
02.2018 - 08.2018
Waitress
International House of Pancakes
06.2011 - 07.2018
Associates -
Mesa Community College