Heather Meyer
Jacksonvile
Summary
Dynamic professional with extensive experience in customer service and administrative support, notably at Wells Fargo. Proven ability to enhance client satisfaction through effective communication and problem-solving skills. Proficient in Microsoft Suite and POS operations, consistently delivering results in fast-paced environments while training new employees and managing complex schedules.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Server Customer Service
MWR Mayport/Bogey's
Jacksonville
07.2025 - Current
- Assisted guests with menu selections and special dietary needs.
- Resolved customer complaints with professionalism, enhancing guest satisfaction.
- Coordinated with kitchen staff to ensure timely meal delivery, improving service efficiency.
- Processed orders accurately using point-of-sale system.
- Operated POS terminals to input orders, split bills, and calculate totals.
- Trained new servers on restaurant policies and service standards, fostering a knowledgeable team.
- Maintained cleanliness and organization of dining area and tables.
- Handled money transactions accurately while following company procedures for handling cash payments.
Receptionist
DS Drelich & Associate Wealth Management
Jacksonville
09.2025 - 03.2026
- Managed front desk operations and greeted clients warmly and professionally.
- Answered phone calls and directed inquiries to appropriate team members promptly.
- Scheduled appointments and maintained calendars for financial advisors, ensuring optimal time management.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Maintained a clean and organized reception area for a welcoming environment.
- Processed incoming mail and distributed documents to relevant departments, facilitating timely communication.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Coordinated office supplies and managed inventory levels, supporting uninterrupted office operations.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Assisted with special projects assigned by management.
Roving Personal Banker
Wells Fargo Bank, NA
Jacksonville
07.2024 - 01.2025
- Guided clients in exploring financial products and services tailored to their needs, fostering stronger customer relationships.
- Assisted customers with inquiries on accounts, consumer loans, credit cards, and online banking, enhancing customer understanding of financial products.
- Processed account transactions
- General clerical and operational duties
Administrative Assistant
PCL Construction Civil Infrastructure
Tampa
01.2024 - 07.2024
- Managed office supplies inventories and budget controls to maintain operational efficiency
- Onboarding new hires and internal transfers
- Composed and submitted expense reports for accurate financial tracking
- Schedule and confirm travel arrangements including air fare, hotels and car rentals
- Processed daily office incoming and outgoing mail to ensure timely communication and delivery
Administrative Assistant
Anheuser-Busch
Saint Louis
08.2022 - 12.2023
- Supported NAZ Procurement Department by managing various administrative tasks to ensure smooth operations
- Coordinated onboarding processes for new hires and internal transfers within the NAZ Procurement Department
- Compiled and submitted accurate expense reports for timely reimbursement and budget tracking
- Schedule and confirm travel arrangements including air fare, hotels and car rentals
- Coordinated scheduling across multiple Outlook calendars to optimize appointments
- Process daily department incoming mail
- Identified and secured suitable event spaces for meetings and team building activities to enhance team collaboration
Administrative Assistant 2
Wells Fargo Advisors
Saint Louis
02.2016 - 12.2022
- Assisted Business Risk & Control Director with key administrative tasks to support departmental operations
- Onboarding new hires and internal transfers for entire WFA Control Department
- Managed multiple Outlook calendars to optimize time management.
- Scheduled and confirmed travel arrangements including airfare, hotels, and car rentals to facilitate smooth business trips
- Composed and submitted expense reports to ensure accurate financial tracking
- Prepare meeting agendas and power point presentations for monthly and quarterly meetings
Card Services Representative II
Directions Credit Union
Mansfield
04.2014 - 12.2015
- Supported front line staff and customers in resolving debit and credit card issues, enhancing customer satisfaction
- Promoted additional products and services to customers, contributing to sales growth
- Balanced general ledgers and made adjustments to ensure accuracy and compliance
- Prepared monthly department reports for performance and goals
- Performed daily administrative duties for manager and department
Member Service Representative/Member Service Call center
Scott Credit Union
Collinsville
05.2011 - 03.2014
- Assisted customer with inquiries on accounts, consumer loans, credit cards, online banking
- Cross-sold products and services, enhancing customer experience and engagement.
- Processed loan payments by phone via check, debit, or credit card
- Facilitated collections efforts, recovering outstanding debts to improve cash flow.
- Executed clerical and operational tasks, maintaining office efficiency and supporting daily operations.
Customer Service Representative/Call Service Center
American Water
Alton
12.2010 - 03.2011
- Assisted customers with residential and commercial water and wastewater services, ensuring accurate support across the United States
- Analyzed customer inquiries and asked probing questions to efficiently route calls to appropriate departments
- Assisted customers with inquiries about water services and billing issues.
- Resolved customer complaints efficiently to ensure satisfaction and retention.
- Collaborated with team members to streamline service processes and enhance efficiency.
Financial Service Officer
Shell Community Federal Credit Union
Wood River/Maryville
09.2006 - 04.2010
- Guided customers in opening new accounts, consumer loans, credit cards, and home equity loans, enhancing customer financial engagement
- Promoted additional products and services, contributing to overall sales growth and customer satisfaction
- Coordinated collection efforts for outstanding payments, improving cash flow and reducing delinquencies
- Processed customer transactions efficiently at the teller counter
- Balanced ATM daily
- General clerical and operational duties
Education
High School Diploma -
Edwardsville Senior High School
Edwardsville, IL06-1992
Skills
- Point-of-sale operation
- Cash handling
- Order processing
- Customer service
- Food safety
- Safe food handling
- Hospitality service
- Suggestive selling
- Menu knowledge
- Food and beverage pairings
- Appointment scheduling
- Inventory management
- Order delivery practices
- Check payment processing
- Daily specials memorization
- Table resetting
- Multitasking and organization
- Time management
- Team collaboration
- Effective communication
- Conflict resolution
- Training new employees
- Problem solving
- Windows
- Microsoft Suite
- Word
- Excel
- PowerPoint
- Outlook
- Teams
- Zoom
- Skype for Business
- Jack Henry
- Branch Suite version 40
- AWS
- FIS
- Smartstation
- SAP Concur
- SQL
- Tableau
- SAP
- MXP
- Egencia
- Oracle E1
- SharePoint
- Document processing
- Regulatory compliance
- Cleanliness standards
- Calm demeanor
- Price memorization
- Team member support
- Customer service
- Order delivery practices
- Regulatory compliance
- Check payment processing
- Cleanliness standards
Certification
Notary for State of Florida
Timeline
Receptionist
DS Drelich & Associate Wealth Management
09.2025 - 03.2026
Server Customer Service
MWR Mayport/Bogey's
07.2025 - Current
Roving Personal Banker
Wells Fargo Bank, NA
07.2024 - 01.2025
Administrative Assistant
PCL Construction Civil Infrastructure
01.2024 - 07.2024
Administrative Assistant
Anheuser-Busch
08.2022 - 12.2023
Administrative Assistant 2
Wells Fargo Advisors
02.2016 - 12.2022
Card Services Representative II
Directions Credit Union
04.2014 - 12.2015
Member Service Representative/Member Service Call center
Scott Credit Union
05.2011 - 03.2014
Customer Service Representative/Call Service Center
American Water
12.2010 - 03.2011
Financial Service Officer
Shell Community Federal Credit Union
09.2006 - 04.2010
High School Diploma -
Edwardsville Senior High School