Jennifer Inglis
Cody,United States
Summary
Experienced professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction and safety. Well-versed in industry regulations and asset protection strategies.
Overview
6
6
years of professional experience
Work History
Bank Teller
Wells Fargo
09.2022 - 11.2023
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Audited fellow teller currency to contribute to dual-control procedures.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Assisted with training of new tellers on policies and procedures.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Received loan and utility payments, sending funds to correct destinations.
- Maintained friendly and professional customer interactions.
- Referred customers to other banking departments for specialized services.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Office Manager
Fern Ridge Counseling, LLC
01.2020 - 08.2022
- Open the office
- Answer questions from clients and other individuals
- Assist new clients with intake paperwork
- Call insurance companies to figure out what a patient would be responsible to pay on their first appointment
- Call insurances to get updates on claims that have not been paid
- Send invoices to clients with overdue balances
- Collect money from clients for appointments
- Assist new employees with new hire paperwork
- Get new employees credentialed with insurances
- File paperwork and documents
- Communicate with different providers offices around town about common clients and patients
- Schedule new clients with appointments
- Reschedule client's appointments who have cancelled or need to reschedule
- Assist providers with anything they need
- Clean the offices
- Answer phone calls and return phone calls
- Close up the office at the end of the day.
- Apply for and renew state licenses for provider
Caregiver
Joyce Knopp
10.2017 - 10.2020
- Helped patient with bathing, dressing and grooming to avoid skin breakdown and infections
- Performed household chores to promote cleanliness, safety and livability
- Prepared and picked up meals for patients to nutritional needs
- Recorded patient vital signs and reported significant changes
- Assisted patient with housekeeping duties and chores
- Assisted patient with moving in and out of beds, baths, wheelchairs and automobiles
- Cultivated social interaction through reading, games and community activities
- Provided mobility assistance and repositioned clients to promote maximum comfort
- Assisted patients with physical therapy and recovery exercises
- Ran errands with clients and provided transportation to medical appointments
- Evaluated patient prescriptions and administered appropriate medications
- Notified close family members of patient conditions and healthcare needs
- Promoted independence to help clients accomplish basic daily living skills
- Reported unusual incidents to supervisors for review.
Education
High School Diploma - General Studies
Greybull High School
Greybull, WYSkills
- Certified in Microsoft Office 2010 (Word, Excel, Powerpoint)
- Can perform CPR
- Can multitask
- Can take instruction and criticism
- Conflict management
- Customer service
- Workflow optimization
- Administrative support
References
- Ryan Moench (920) 737-6018
- Suzanne Conde (970) 980-1854
- Nichole Clark, (307) 250-8678
Timeline
Bank Teller
Wells Fargo
09.2022 - 11.2023
Office Manager
Fern Ridge Counseling, LLC
01.2020 - 08.2022
Caregiver
Joyce Knopp
10.2017 - 10.2020
High School Diploma - General Studies
Greybull High School