Summary
Overview
Work History
Education
Skills
Timeline
Generic

JEANNETTE JOSE

Newalla

Summary

Proven track record at Wells Fargo Advisors, enhancing branch operations and customer satisfaction through meticulous attention to detail and exceptional teamwork. Spearheaded process improvements, significantly boosting efficiency. Expert in branch operations and adept at fostering collaborative environments. Demonstrates unparalleled reliability and adaptability, ensuring high compliance and data protection standards.

Overview

8
8
years of professional experience

Work History

Branch Support Specialist

Wells Fargo Advisors
11.2015 - 03.2024
  • Preformed all data entry for my assigned Branch deposits.
  • Processed order errors and trade corrections.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Assisted colleagues with workload management during high traffic periods, maintaining optimal productivity levels across the team.
  • Identified areas for improvement within branch processes, proposing solutions that led to significant time savings for staff members.
  • Maintained strict compliance with banking regulations, protecting both the institution and its clients from potential risks.
  • Implemented security measures to protect sensitive customer data, minimizing potential threats or breaches of privacy.
  • Streamlined branch operations for improved efficiency by implementing new procedures and protocols.

Front Desk Receptionist

Wells Fargo Advisors
11.2015 - 01.2020
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Handled all outgoing faxes for the Branch office.
  • Broke down the mail and delivered to employees.
  • Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
  • Enhanced customer satisfaction by providing efficient and professional front desk services.
  • Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
  • Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
  • Developed strong working relationships with team members, fostering a positive work environment.
  • Completed data entry and filing to keep records updated for easy retrieval.
  • Resolved customer issues quickly and notified supervisor immediately when problems escalated.
  • Completed all tasks in compliance with company policies and procedures.
  • Maintained accurate records of visitor logs for security purposes and compliance with company policies.
  • Assisted in coordination of company events, contributing to successful and well-organized functions.


Cashier

Wells Fargo Advisors
11.2015 - 01.2020

Process all deposits including scanning all checks, entering all information into the system electronically, making out receipts for each deposit,ensuring accuracy within the system and running the daily deposit report.


Execute all cashiering duties including incoming deposits and outgoing FTS's, checks and ACH's


Assisted with all operation duties for 6-14 other Branch locations.

Education

High School Diploma -

Southeast High School
Oklahoma City, OK
05.1977

Skills

  • Branch operations knowledge
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Punctual and Hardworking
  • Reliability
  • Caring and Empathetic
  • Adaptability and Flexibility

Timeline

Branch Support Specialist

Wells Fargo Advisors
11.2015 - 03.2024

Front Desk Receptionist

Wells Fargo Advisors
11.2015 - 01.2020

Cashier

Wells Fargo Advisors
11.2015 - 01.2020

High School Diploma -

Southeast High School
JEANNETTE JOSE