Jailyn Anthony
Huntington,IN
Summary
Client-focused service professional with experience delivering high-touch, personalized support in a fast-paced, detail-driven environment. Proven ability to create a welcoming, calming, and professional guest experience while managing complex scheduling, documentation, and service workflows. Adept at building trust, anticipating client needs, and communicating with warmth and discretion. Known for maintaining composure under pressure, supporting seamless daily operations, and contributing to a positive, client-centered environment aligned with elevated service standards.
Overview
5
5
years of professional experience
Work History
Client Service Specialist
Howard Bailey Financial
10.2024 - Current
- Partner with financial advisors to process and manage applications for annuities, life insurance policies, and brokerage accounts.
- Manage an active caseload of approximately 100 - 150 client cases, ensuring accuracy, organization, and timely follow-through.
- Maintain detailed records and case notes to ensure compliance and seamless client service.
- Balance multiple priorities while meeting deadlines in a fast-paced investment firm environment.
- Create a welcoming, professional, and personalized experience for each client, ensuring they feel valued and supported throughout the service process.
- Build trust and rapport with clients by communicating with empathy, clarity, and professionalism during sensitive financial discussions.
- Contribute to a positive client-centered environment by anticipating client needs and proactively addressing questions or concerns.
Branch Banker
PNC Bank
05.2023 - Current
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Developed strategic plans for day-to-day financial operations.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Created independent tools to verify data and results of analytical systems.
- Investigated and resolved account issues by offering applicable options to customers.
- Identified customer desires and goals through needs-based sales tactics.
- Increased company revenue by selling various investment products.
- Formalized risk assessment models and developed standards for trend analysis for corporate use.
Bank Teller
PNC Bank
05.2022 - 05.2023
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Sold and cross-sold bank products to new and existing customers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Quality Documentation Specialist
Integrity Marketing Group
10.2021 - 05.2022
- Troubleshot and resolved technical issues to maintain productivity and quality of work.
- Responded to inquiries regarding transcripts to provide information and resolve issues.
- Conducted research to clarify dictated information and resolve discrepancies.
- Transcribed sensitive documents with complete confidentiality.
- Handled multiple projects simultaneously, providing clients with prompt and high-quality service.
- Produced and delivered transcripts within anticipated timeframes to meet tight deadlines.
- Managed electronic files and archives to keep transcripts organized and accessible.
Office Administrative Assistant
Kids Kampus
08.2020 - 10.2021
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Volunteered to help with special projects of varying degrees of complexity.
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
Education
High School Diploma -
Huntington North High School
Huntington, IN05.2020
Skills
- Financial Planning
- Time Management
- Cash handling and management
- Clear verbal and written communication
- Professional phone etiquette
- Customer relationship development
- Regulatory Compliance
- Willing to Learn
- Decision-Making
- Conflict de-escalation
- Critical Thinking
- Multitasking in a fast-paced environment
- Contributing to a positive team culture
Timeline
Client Service Specialist
Howard Bailey Financial
10.2024 - Current
Branch Banker
PNC Bank
05.2023 - Current
Bank Teller
PNC Bank
05.2022 - 05.2023
Quality Documentation Specialist
Integrity Marketing Group
10.2021 - 05.2022
Office Administrative Assistant
Kids Kampus
08.2020 - 10.2021
High School Diploma -
Huntington North High School