Jessica Boersma
Lake Stevens (Snohomish),WA
Summary
Personal Banker at WAFD, adept in relationship building and customer satisfaction, significantly enhanced client retention through personalized banking solutions. Leveraged expertise in banking policies and MS Excel to streamline operations and improve service delivery. Demonstrated exceptional attention to detail and a positive attitude across diverse roles, driving notable improvements in customer and patient satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Banker
WAFD
11.2021 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Developed strong relationships with customers through high levels of customer service.
Diet Assistant
Providence Medical Center
04.2021 - 11.2021
- Accurately calculated nutrient content for meal plans using specialized software tools, ensuring appropriate caloric intake for each patient''s needs.
- Developed engaging educational materials for patients covering topics such as portion control, healthy food choices, and balanced meal planning techniques.
- Improved patient satisfaction by providing tailored dietary advice and personalized meal plans.
- Demonstrated excellent time management skills by effectively juggling multiple tasks, prioritizing critical items to ensure timely completion of work assignments.
Diet Aide
CHI Franciscan Health
08.2018 - 04.2021
- Improved patient satisfaction by providing customized meal plans based on dietary needs and preferences.
- Enhanced kitchen efficiency through the organization of food storage areas and proper labeling of ingredients.
- Contributed to a clean and safe working environment by maintaining sanitation standards in food preparation areas.
- Promoted healthy eating habits among patients with engaging educational materials and informative presentations.
Food Service Worker
Western State Hospital
03.2016 - 08.2018
- Utilized strong multitasking skills to manage multiple orders simultaneously without compromising quality or accuracy.
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
- Collaborated with kitchen staff to ensure timely and accurate order fulfillment.
Sandwich Artist
Subway
06.2015 - 03.2016
- Greeted guests, promoted specials, and took orders.
- Operated the cash register with accuracy, ensuring proper handling of transactions.
- Kept workplace clean and organized in line with restaurant policies.
Education
High School Diploma -
Lakewood High School
Marysville, WA06.2014
Skills
- Relationship Building
- Branch operations
- Customer Service
- Customer Satisfaction
- Cash Handling
- Attention to Detail
- Banking Policies and Procedures
- Transaction Processing
- Loan Processing
- Positive Attitude
- Issues Resolution
- MS Excel
Certification
- Licensed NLSMR - 2352305
- Certified Notary Public- ex January 25th, 2028
Timeline
Personal Banker
WAFD
11.2021 - Current
Diet Assistant
Providence Medical Center
04.2021 - 11.2021
Diet Aide
CHI Franciscan Health
08.2018 - 04.2021
Food Service Worker
Western State Hospital
03.2016 - 08.2018
Sandwich Artist
Subway
06.2015 - 03.2016
High School Diploma -
Lakewood High School
- Licensed NLSMR - 2352305
- Certified Notary Public- ex January 25th, 2028
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