Jake M Kelly
Raleigh,NC
Summary
Dynamic and results-oriented professional with proven expertise in customer relationship development and exceptional customer service, honed at Wells Fargo & Company and Starbucks. Excelled in multitasking and relationship building, significantly enhancing client satisfaction and loyalty. Skilled in leveraging interpersonal abilities and attention to detail to exceed employer expectations and drive success.
Overview
2025
2025
years of professional experience
1
1
year of post-secondary education
Work History
Bank Teller
Wells Fargo & Company
1 2023 - Current
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Counted and packaged currency and coins.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Educated customers on use of banking website and mobile apps.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Provided customer records, account statements and copies of checks.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Reconciled cash drawer and resolved discrepancies.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained accurate records of customer transactions in line with bank procedures.
- Executed wire transfers, stop payments and account transfers.
- Referred customers to other banking departments for specialized services.
Barista
Starbucks Corporation
01.2020 - 12.2023
- Cleaned counters, machines, utensils, and seating areas daily.
- Maintained a clean and organized workspace for optimal productivity and safety.
- Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
- Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
- Handled customer complaints professionally, resolving issues promptly to ensure satisfaction and foster loyalty.
- Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment.
- Managed time effectively to balance both front-of-house tasks and back-of-house responsibilities during busy periods.
- Contributed to a positive team environment through effective communication and collaboration with colleagues.
- Made and served brand-specific café beverages with focus on speed, quality and consistency.
- Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
- Assisted in inventory management to maintain adequate stock levels and reduce wastage.
- Demonstrated expertise in various brewing techniques, ensuring consistent quality across all drinks served.
- Supported training efforts for new hires, sharing knowledge of coffee making techniques and customer service standards.
- Educated customers on coffee offerings, promoting upselling opportunities and enhancing their overall experience.
- Adhered to strict food hygiene regulations, minimizing risk of contamination or illness among customers.
- Increased repeat business by providing exceptional customer service and building rapport with patrons.
- Showcased versatility by assisting in other areas of the café as needed, including food preparation or table service when required.
- Adapted quickly to high-volume periods by efficiently managing tasks and delegating responsibilities among team members.
- Used POS system to accurately enter orders and process payments.
- Learned every menu item's preparation and numerous off-label drinks to meet customer needs.
Education
No Degree - Cyber Security
Wake Technical Community College
Raleigh, NC 01.2020 - 07.2021
Skills
Customer relationship development
Transaction processing accuracy
Time management proficiency
Conflict resolution techniques
Professionalism
Timeline
Barista
Starbucks Corporation
01.2020 - 12.2023
No Degree - Cyber Security
Wake Technical Community College
01.2020 - 07.2021
Bank Teller
Wells Fargo & Company
1 2023 - Current
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