Jaqulyn Orsic
Bloomington,Indiana
Summary
Knowledgeable personal banker with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
8
8
years of professional experience
Work History
Personal Banker
Citizens Bank
10.2024 - Current
- Facilitated customer account openings and closings, ensuring compliance with bank policies.
- Advised clients on financial products, enhancing their banking experience and satisfaction.
- Resolved customer inquiries and issues promptly, fostering long-term relationships with clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
COA
Clariti Advanced Vision Correction
02.2024 - 08.2024
- Pre test eye exams
- Patient and family history
- Go over current and previous medications and see if it has any influence on the eyes
- Go over systemic illnesses that may influence the eyes
- Take detailed notes for MD
- Assisted in special testing
- Phoned patients to confirm appointment date and time along with what essentials to bring
- Reached out to patients prior to upcoming appointment to obtain in depth health history
Independent Caretaker
07.2023 - 10.2023
- Drive him to appointments or wherever he wants to go
- Clean his home
- Cook him dinner
- Make sure he makes it safely to where he wants to go inside or outside his home
- Assist him in his morning, afternoon and evening routines
COA
The Eye Center of Southern Indiana
11.2019 - 06.2023
- Pre test eye exams
- Patient and family history
- Go over current and previous medications and see if it has any influence on the eyes
- Go over systemic illnesses that may influence the eyes
- Take detailed notes for MDs and ODs
- Assisted in special testing
- Occasionally help in the phone room to assist those that worked in there with patient priority, triage and scheduling
- Occasionally helped in new patient registration
Tech
Ossip/MyEyeDr
09.2017 - 11.2019
- Pre test eye exams
- Contact lens instructs
- Patient and family history
- Current and previous medications
- Took detailed notes for ODs
- Adjustments on glasses
- Answered phones
- Checked patients in and out
Education
Completed Real Estate School - undefined
The CE Shop
12.2023
University of Mississippi
Oxford, MS08-2011
High School - undefined
Hernando High School
Hernando, MS05.2010
Skills
- Customer service
- Cash handling
- Attention to detail
- Banking policies and procedures
- Financial advising
- Cross-selling and upselling
- Verbal and written communication
- Analytical thinking
- Active listening
- Time management
Timeline
Personal Banker
Citizens Bank
10.2024 - Current
COA
Clariti Advanced Vision Correction
02.2024 - 08.2024
Independent Caretaker
07.2023 - 10.2023
COA
The Eye Center of Southern Indiana
11.2019 - 06.2023
Tech
Ossip/MyEyeDr
09.2017 - 11.2019
Completed Real Estate School - undefined
The CE Shop
High School - undefined
Hernando High School
University of Mississippi