Jane Ramsdell
Phoenix,AZ
Summary
I am new to the Phoenix area, having moved from Portland, Oregon. I am looking for a friendly, fast paced environment to start a new career in. I'm a Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
Overview
8
8
years of professional experience
Work History
Business & Wealth Management Banker
US Bank
01.2020 - 07.2023
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Developed financial plans for customers based on their individual needs.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Analyzed customer's financial information to determine the best banking products for them.
- Monitored changes in regulations affecting banks and updated policies accordingly.
- Ensured compliance with state and federal banking regulations through regular reviews.
- Coordinated with other departments regarding customer requests or disputes resolution.
Barista
Country coffee
11.2017 - 12.2018
- Greeted customers and took orders for coffee drinks, food items, and other beverages.
- Operated cash registers to process customer payments.
- Maintained a clean work environment by wiping down counters, washing dishes, and cleaning floors.
- Labeled containers of milk for use in coffee drinks according to expiration dates.
- Prepared specialty coffee drinks such as lattes, cappuccinos, macchiatos, mochas, and Americanos.
Barista
Black Rock Coffee Bar
01.2016 - 11.2017
- Ground beans for espresso shots according to individual customer specifications.
- Stocked shelves with ingredients needed to make coffee drinks.
- Monitored inventory levels of supplies and restocked when necessary.
- Provided excellent customer service by responding to inquiries quickly and professionally.
- Followed safety procedures while operating machinery such as grinders and espresso machines.
- Adhered to health department regulations concerning sanitation standards.
Education
High School Diploma -
Metro East Web Academy
Gresham, OR06-2017
Skills
- Customer Service
- Financial Institution Regulations
- CRM Systems
- Consumer Banking
- Employee Training Assistance
- Products and Services Knowledge
- Regulatory Compliance
- Teller Support
- Operations Understanding
- Loan Payment Processing
- Relationship Management
- Retention Strategies
- Account Closing Process
- Comparing Products
- Documentation Skills
- Financial Processes Understanding
- Financial Planning
- Professional Demeanor
- De-Escalating Conflicts
- Customer Education
- Team Collaboration
- Inbound Customer Calls
- Analytical Thinking
- Business Planning
- Risk Management Policies
- Commercial Banking
- Telephone Transfers
References
References available upon request
Accomplishments
- Received Bronze Shield award from US Bank for outstanding customer service
Timeline
Business & Wealth Management Banker
US Bank
01.2020 - 07.2023
Barista
Country coffee
11.2017 - 12.2018
Barista
Black Rock Coffee Bar
01.2016 - 11.2017
High School Diploma -
Metro East Web Academy