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Desiree Taylor
Clarksville,TN
Summary
Personable and dedicated professional with extensive experience in customer service and administrative work. Offering excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Strong work ethic and effective communication skills. Committed job seeker with a history of meeting company needs with consistent and organized practices.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Tacoma, WA
01.2022 - 03.2024
- Provided guidance to over 100 clients per month regarding product features, benefits, and usage best practices leading to a consistent customer satisfaction rating of 95%.
- Recognized potential for cross-selling various banking products like credit cards, loans, and investments; referred customers to appropriate internal partners as necessary.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Utilized various software programs such as CRM systems and databases, to track customer interactions and store relevant data.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
Generalist
Uwajimaya
Seattle, WA
11.2020 - 02.2022
- Devised and executed strategies that heightened customer service standards, resulting in increased levels of customer satisfaction.
- Organized and coordinated training sessions for new employees.
- Utilized expertise in Microsoft office to produce reports for Curbside orders.
- Coordinated with department heads to develop processes that improved efficiency.
- Identified operational and performance issues and worked with managers to resolve concerns.
Server
Happy Teriyaki & Sushi
Bremerton, WA
09.2019 - 08.2020
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
- Communicated effectively with kitchen staff regarding customer allergies or special requests.
- Maintained records of transactions made during shift as required by law or company policy.
- Trained new employees on restaurant procedures and plating techniques.
Server
Khu Larb Thai Company
Port Townsend, WA
06.2017 - 08.2018
- Collaborated effectively with colleagues to optimize table turnover and ensure prompt food service.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Prepared both alcoholic and non-alcoholic beverages as specified by patrons and checked identification for minimum age requirements.
- Recognized by management for providing exceptional customer service.
Education
Associate Professional in Human Resources - Human Resources Management
Med Certify
01-2025
Associate of Arts - Liberal Arts And General Studies
Olympic Community College
Bremerton, WA01-2025
Skills
- Appointment Setting and Call Documentation
- Dependable and reliable
- Exceptional Customer Service
- Excellent Communication Skills
- Client Retention Strategies
- Time Management
- Empathy and listening skills
- Adaptability
- CRM Software
- Sales expertise
- Banking Policies and Procedures
- Financial product expertise
- Adept in Microsoft Office
- Account updating
- Complaint resolution
- Data Entry
Certification
- CNP - Certified Notary Public Training- Wells Fargo Bank, NA
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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References
Briana Plater, Treasury Management- briana.plater@yahoo.com; Phone: (253) 229-6181
Crhistian Roa, Branch Manager - roacrhis1988@gmail.com; Phone: (206) 886-7304
Juli Redfern, Apartment Manager - juliredfern@yahoo.com; Phone: (503) 302- 7504
Accomplishments
- Supervised team of 6 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Software
CRM software
Microsoft Outlook
Microsoft Excel
Interests
Human Resources
Business
Administration
Data Entry
Timeline
Personal Banker
Wells Fargo & Company
01.2022 - 03.2024
Generalist
Uwajimaya
11.2020 - 02.2022
Server
Happy Teriyaki & Sushi
09.2019 - 08.2020
Server
Khu Larb Thai Company
06.2017 - 08.2018
Associate Professional in Human Resources - Human Resources Management
Med Certify
Associate of Arts - Liberal Arts And General Studies
Olympic Community College