Jacqueline Heerz
Berlin,CT
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
29
29
years of professional experience
Work History
Executive Assistant
Bank of America Private Bank
West Hartford , CT
2013.02 - Current
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Maintained confidential records and files related to executive operations.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Monitored incoming emails and responded accordingly in a timely manner.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Assisted in organizing conferences, seminars and other events as directed by the executives.
- Greeted visitors warmly upon arrival at the office premises.
- Oversaw inventory control processes ensuring availability of supplies at all times.
- Answered telephone calls from customers or clients providing assistance where necessary.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Coordinated meeting and work schedules for staff teams and executives.
Bank Teller Supervisor
Webster Bank
Canton , CT
2000.09 - 2010.06
- Supervised and evaluated teller staff, providing feedback on performance;.
- Ensured compliance with all banking regulations and procedures;.
- Assisted in developing and implementing training programs for new tellers;.
- Provided advice to customers regarding account options, financial services and products;.
- Resolved customer complaints promptly and efficiently;.
- Maintained accurate records of transactions, deposits, withdrawals.;.
- Monitored cash levels in each teller's drawer;.
- Processed customer requests for loans or other services;.
- Assisted with daily balancing of the branch's accounts;.
- Reconciled discrepancies between actual cash amounts and book balances;.
- Conducted regular audits of teller activities to ensure accuracy of transactions;.
- Provided guidance to junior team members on how to handle difficult customer scenarios effectively ;.
- Implemented new policies and procedures when needed.
- Managed and balanced cash vault, audits and general ledger accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Hair Salon Owner
Mirabella
Lago Patria, Italy
1994.08 - 2000.08
- Managed daily operations of the salon, including scheduling appointments, maintaining records, and ordering supplies.
- Developed unique hair styling techniques for customers to create a personalized look.
- Performed hairstyling services such as coloring, cutting, shampooing, conditioning and styling hair.
- Provided customer service and addressed customer complaints in a timely manner.
- Maintained cleanliness of work station and ensured sanitary conditions were met at all times.
- Ensured compliance with state licensing regulations regarding health codes and sanitation practices.
- Researched new trends in hair care products and styles to stay current with industry developments.
- Pre-booked future appointments to increase repeat business.
- Cultivated strong value-added relationships with customers by delivering accurate service and product knowledge to drive earnings.
- Monitored inventory of supplies, managed budget and requisitioned supplies, equipment and services.
Education
CT Cosmetology License - Cosmetology Education
Torrington Beauty Academy
Torrington, CT10.1983
Skills
- Administrative Support
- Risk Management
- Report Writing
- Office Management
- Expense Reporting
- Meeting Planning
- Scheduling
- Customer Service
- Invoice Processing
- Proofreading
- Articulate and Well-Spoken
- Conference Planning
- Information Confidentiality
- Schedule Management
- Travel Coordination
- Executive Support
Timeline
Executive Assistant
Bank of America Private Bank
2013.02 - Current
Bank Teller Supervisor
Webster Bank
2000.09 - 2010.06
Hair Salon Owner
Mirabella
1994.08 - 2000.08
CT Cosmetology License - Cosmetology Education
Torrington Beauty Academy
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