Jason Jackson
Glendale,AZ
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients, a detail oriented worker with strong organizational skills and experience with digital services.
Overview
6
6
years of professional experience
Work History
IRA Customer Service Representative 3
Wells Fargo Bank, N.A.
03.2020 - 04.2024
- Handling customer inquiries and suggestions regarding IRA's courteously and professionally.
- Managing high-stress situations effectively within a small department, maintaining professionalism under pressure while resolving customer issues.
- Actively listening to customers, completing complex tasks relating to their retirement accounts.
- Resolving customer complaints with empathy, calling customers back and following up with them when needed to ensure resolution, resulting in increased loyalty.
Premier Phone Banker
Wells Fargo Bank N.A.
09.2018 - 03.2020
- Managed high-value client portfolios, ensuring optimal account performance and retention.
- Maintained up-to-date knowledge on bank products and services to effectively recommend tailored solutions for clients' needs.
- Assisted in the onboarding and training of new Premier Phone Bankers, sharing best practices for call management and customer relationship building/empathy.
- Delivered exceptional service through accurate processing of transactions and resolving issues in a timely manner.
Everyday Banking Customer Service Representative
Wells Fargo Bank, N.A.
11.2017 - 09.2018
- Reduced wait times for customers by efficiently handling high volumes of calls and resolving issues quickly.
- Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
- Resolved customer banking situations by utilizing problem-solving skills and escalating issues when necessary.
- Educated customers about available services, products and bank resources.
Education
GED -
Mountain Ridge High School
Glendale, AZ05.2017
Skills
- Customer Service
- Problem-solving abilities
- Active Listening
- Microsoft Outlook
- Microsoft Excel
- Complaint resolution
- Follow-up skills
- Client Relations
Timeline
IRA Customer Service Representative 3
Wells Fargo Bank, N.A.
03.2020 - 04.2024
Premier Phone Banker
Wells Fargo Bank N.A.
09.2018 - 03.2020
Everyday Banking Customer Service Representative
Wells Fargo Bank, N.A.
11.2017 - 09.2018
GED -
Mountain Ridge High School