Jessica Mueller
New Smyrna Beach,FL
Summary
Client focused banking and finance professional with 10+ years of experience in relationship management, treasury operations, and customer service. Adept at analyzing financial needs, guiding clients through loan processes, and improving operational efficiency. Strong communication skills and a proven track record of driving client satisfaction and loyalty.
Overview
20
20
years of professional experience
Work History
Treasury Associate
Brown & Brown
12.2023 - 11.2024
- Processed and approved ACH payments and refunds; managed Positive Pay uploads and exceptions.
- Sorted and prepared incoming checks for deposit and managed daily client invoicing and payment postings.
- Reconciled and distributed escrow payments.
- Managed communications from multiple group inboxes.
- Hybrid
Customer Service Representative
Chevron Federal Credit Union
06.2022 - 11.2023
- Provided front line support for members via phone, assisting with account inquiries, transaction issues, and general banking services.
- Delivered technical assistance for online and mobile banking platforms.
- Ensure high quality customer service in a fully remote environment, maintaining productivity, accuracy, and confidentiality while working independently.
- Utilized multiple systems and tools (CRM Platforms, secure authentication protocols) to resolve issues efficiently and document interactions thoroughly.
- Remote
Senior Relationship Banker
Truist Bank
03.2019 - 05.2022
- Delivered high level customer service addressing inquiries and resolving client issues efficiently.
- Guided clients through loan application processes for personal, auto, and home equity loans.
- Identified and executed cross sell opportunities, increasing product adoption and client engagement.
- Provided technical support for both mobile and online banking platforms.
Financial Relationship Consultant
Regions Bank
08.2013 - 03.2019
- Built and sustained strong client relationships, offering personalized financial solutions.
- Conducted financial analysis for both personal and business banking clients.
- Represented the bank in community outreach events to grow brand presence and client base.
Education
High School Diploma -
Model High School
Rome, GA05-2000
Skills
Client Relationship Management
Timeline
Treasury Associate
Brown & Brown
12.2023 - 11.2024
Customer Service Representative
Chevron Federal Credit Union
06.2022 - 11.2023
Senior Relationship Banker
Truist Bank
03.2019 - 05.2022
Financial Relationship Consultant
Regions Bank
08.2013 - 03.2019
High School Diploma -
Model High School