Jason Rahiotis
Nashville,TN
Summary
Trustworthy Teller skilled in working in customer-focused work environments. Offering strong knowledge of banking products, services, policies and procedures. Dependable and punctual with outstanding mathematical aptitude. Also being a diligent infantry NCO with advanced knowledge of operational logistics and leadership. Analytical and skilled in performing in high-pressure situations with drive for perpetuating corporate values.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Teller
Wells Fargo
11.2023 - Current
- Ensured compliance with established guidelines while processing customer transactions
- Handled workflow scheduling, transaction approval, teller training
- Recommended alternate channels and cross-sold bank services and products
- Assisted customers in safe deposit, ATM processing, and other crucial transactions
- Handled compliance of audit operations and regulatory issues
- Identified client requirements and recommended appropriate financial products and services
- Adhered to established policies, procedures, and guidelines
- Handled inquiries and more complex transactions.
Insurance Agent
Bankers Life
08.2023 - 11.2023
- Developed and maintains a client base; seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods
- Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
- Provides rate quotes and coverage recommendations; assists with long-term planning
- Assists with completion of application and other necessary paperwork; obtains underwriting approval
- Conducts interviews and gather information about potential clients to learn more about their unique situation
- Provides consistent and reliable customer service to maintain and grow client base.
Infantry Squad Leader
United States Marine Corps
07.2019 - 08.2023
- Led a thirteen-person squad, overseeing the effective operations of +100 assignments at the Pentagon, White House, and Arlington National Cemetery
- Trained and developed 3 Team Leaders to manage personnel in the professional and effective execution of daily operations, resulting in the improvement of Marine Corps public relations and creating a distinguished squad
- Ensured all the administrative and logistical functions, including human resources, were taken care of.
Infantry Team Leader
United States Marine Corps
05.2020 - 02.2021
- Managed a team 4, overseeing the day-to-day operations and well-being of personnel while ensuring that important operations and administrative functions were met
- Communicated and coordinated with executive managers in a fast-paced environment in order to ensure the safeguard of personnel and achieve a high quality of professionalism
- Created 'hip-pocket' classes for numerous topics including weapon systems and maintenance and position improvement
- Provided instruction to groups of 30-45 participants using manuals, PowerPoints, and hands-on applications.
Education
Bachelor of Arts Program - Accounting -
University of Arizona Global Campus
08.2025
High School Diploma -
Brawley Union High School
Skills
- Secret Security Clearance
- Software Proficiency
- Multitasking
- Detailed Oriented
- Digital Communication Skills
- Data Analysis
- Teamwork
- Knowledge of Regulatory Standards
- Excellent time management skills
- Strong Work Ethic
Awards
- Letter of Appreciation for supporting the White House
- Letter of Appreciation for supporting President Biden Inauguration
- Meritorious Mast from the Sergeant Major of the Marine Corps
Certification
- Health & Life Insurance License (2023)
- Electronic Mathematics for Marines (USMC CDET) - 06/01/21
- Math for Marines (USMC CDET) - 04/01/22
- Communications (USMC CDET) - 07/01/22
- Solid-State Devices (USMC CDET) - 03/01/22
Timeline
Teller
Wells Fargo
11.2023 - Current
Insurance Agent
Bankers Life
08.2023 - 11.2023
Infantry Team Leader
United States Marine Corps
05.2020 - 02.2021
Infantry Squad Leader
United States Marine Corps
07.2019 - 08.2023
Bachelor of Arts Program - Accounting -
University of Arizona Global Campus
High School Diploma -
Brawley Union High School