Summary
Overview
Work History
Education
Skills
Timeline
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Jamie Thomas

Stafford,TX

Summary

Encouraging and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost
performance.

Overview

6
6
years of professional experience

Work History

Branch Ambassador

Capital One
Houston, TX
10.2022 - Current
  • Developed training materials used by staff members during onboarding process.
  • Performed risk assessments on customers to ensure compliance with anti-money laundering regulations.
  • Transmitted orders to supply cash to meet daily needs.
  • Conducted regular audits of bank records to ensure compliance with internal policies.
  • Reported daily averages and shortages to operations department.
  • Assisted in creating new accounts, processed deposits and withdrawals, and maintained accurate records of transactions.
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.

Financial Relationship Consultant

Regions Bank
New Orleans, LA
07.2019 - 10.2022
  • Coordinated and participated in group presentations on financial services to attract new clients.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed strong relationships with customers by understanding their individual needs and goals.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.

Administrative Assistant

Sidney Law Firm
New Orleans, LA
08.2017 - 06.2019
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Directed customer communication to appropriate department personnel.
  • Maintained accurate department and customer records.
  • Scheduled appointments between clients and customers and internal staff members.

Education

Associate of Applied Science - Business Administration And Management

Nunez Community College
Chalmette, LA
05-2021

Skills

  • MS Office Proficient
  • Computer Skills
  • Management
  • Problem-solving
  • Organizational
  • Leadership
  • Customer service
  • Interpersonal
  • Schedule Management
  • Clerical Support
  • Excellent Communication Skills
  • Cash Handling

Timeline

Branch Ambassador

Capital One
10.2022 - Current

Financial Relationship Consultant

Regions Bank
07.2019 - 10.2022

Administrative Assistant

Sidney Law Firm
08.2017 - 06.2019

Associate of Applied Science - Business Administration And Management

Nunez Community College

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Jamie Thomas