Jeffrey J. Sofet
San Antonio,TX
Summary
Motivated and highly organized event professional with experience supporting event planning, coordination, and logistics. Strong communication and multitasking abilities with a passion for creating memorable experiences. Eager to contribute exceptional organizational skills and attention to detail in a dynamic Event Manager role.
Overview
18
18
years of professional experience
Work History
Delivery Driver
Uber Eats
San Antonio, TX
03.2026 - Current
- Deliver food efficiently while ensuring order accuracy and customer satisfaction.
- Navigate routes using GPS technology to optimize delivery times and reduce delays.
- Maintain communication with customers regarding order status and delivery updates.
- Coordinate with restaurant partners to streamline order fulfillment processes.
Relationship Banker III
Jefferson Bank
San Antonio, TX
08.2023 - 03.2026
- Answered customer questions and explain available services such as deposit accounts, CDs, and other services complimentary to the customer's needs..
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Analyzed customers' financial information to deliver personalized account guidance.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Verified customer identity and reviewed documentation for accuracy.
- Activated new accounts and issue customer identification numbers.
BSA/AML Investigator
Jefferson Bank
San Antonio, TX
11.2021 - 08.2023
- Maintained fraud analysis models to improve company systems
- Partnered with fraud manager to research and investigate cases
- Identified threats, vulnerabilities and suspicious behavior patterns to recommend mitigation measures
- Recommended new software tools and enhancements to improve fraud detection, prevention and reporting efforts.
- Documented research findings to support risk-based decision-making and resolution to escalated fraud incidents
Electronic Banking Officer
Jefferson Bank
San Antonio, TX
11.2016 - 11.2021
- Supervised Electronic Banking Support Team
- Handled top tier Support calls and customer complaints, and recorded and distributed properly
- Assisted customers via the Electronic Banking phone rotary for multiple online banking questions, concerns, or problems
- Processed Account Manager Access (AMA) applications, and Bill Pay, External Transfers, and Mobile Deposit limit increases
- Reviewed Remote Deposit checks for accuracy and within limits
- Played an integral part in 2017 in converting to a new online banking platform
Online Banking Fraud Specialist
Jefferson Bank
San Antonio, TX
01.2015 - 11.2016
- Managed the Mobile Deposit, Micro Business Deposit, and Bank to Bank (External Transfers) programs
- Reviewed daily mobile deposit and remote deposit checks, and Bill Pay payments for unusual activity
- Built out daily Audit and Activity reports for review and signatures
- Handled and distributed all messages received in the Secure Message Center
- Handled Electronic Banking Customer Support phone calls
Relationship Banker II
Jefferson Bank
Boerne, TX
04.2012 - 12.2014
- Opened and closed checking, savings, CD, and IRA accounts for business and consumer customers -Assisted customers with: ordering and activating their ATM and debit cards, enrolling and activating online banking services
- Processed customer requests for transfers, payments, cashier’s checks, etc. via phone call,
email, or in person - Serviced the ATM daily
- Served as the back-up vault teller
- Created weekly teller schedule for teller team
Lead Teller
Jefferson Bank
Boerne, TX
05.2011 - 04.2012
- Replenished ATM funds in empty canisters prior to validation process
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Counted, verified and handled bank deposits and armored car transactions
- Received car loan, home loan, and other payments and posted to accounts
- Answered inquiries regarding checking and savings accounts and other related products
Part-Time Teller
Jefferson Bank
San Antonio, TX
07.2008 - 05.2011
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
BBA - Management
University of Texas At San Antonio
San Antonio, TX12.2010
Associate of Arts - Business Administration
Northwest Vista College
San Antonio, TX05.2007
Skills
- Excellent communication skills with team members and upper management
- Works well with management to streamline efficiency with daily assignments and tasks
- Proficient in Microsoft Word and Excel
- Subject Matter Expert in Retail & Business Bill Pay platforms
- Positive attitude
- Customer service
- Teamwork and collaboration
Timeline
Delivery Driver
Uber Eats
03.2026 - Current
Relationship Banker III
Jefferson Bank
08.2023 - 03.2026
BSA/AML Investigator
Jefferson Bank
11.2021 - 08.2023
Electronic Banking Officer
Jefferson Bank
11.2016 - 11.2021
Online Banking Fraud Specialist
Jefferson Bank
01.2015 - 11.2016
Relationship Banker II
Jefferson Bank
04.2012 - 12.2014
Lead Teller
Jefferson Bank
05.2011 - 04.2012
Part-Time Teller
Jefferson Bank
07.2008 - 05.2011
BBA - Management
University of Texas At San Antonio
Associate of Arts - Business Administration
Northwest Vista College