Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Carlson

Fort Worth,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience

Work History

Personal Banker/ Teller

Frost Bank
05.2023 - Current
  • Improve customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generate new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhance client retention with proactive follow-ups and timely resolution of account issues.
  • Streamline daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Boost sales of bank products through effective cross-selling and up-selling techniques.
  • Assist in the development of marketing strategies to increase awareness of bank products and services within the local community.
  • Contribute to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Streamline teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Assist customers with account inquiries, resolving issues promptly and professionally.
  • Maintain cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Manage high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Specialist/Limelight CD Customer Service Specialist

Capital Community Bank
06.2021 - 01.2023
  • Created daily ACH files to receive funding for new CD accounts, as well as reconciled new and closing CD accounts.
  • Reconciled the 'in house' bank accounts and resolved all discrepancies in accordance with the established procedures
  • Developed strong client relationships through consistent communication and attentive service.
  • Provided primary customer support to internal and external customers.
  • Worked with time sensitive requests and provided updates to other departments and/or leadership

Personal Banker

Home Loan State Bank
07.2020 - 06.2021
  • Increased customer satisfaction by diligently addressing inquiries, concerns, and providing personalized banking solutions.
  • Boosted branch sales with proactive product recommendations based on customer needs.
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.

Retail Manager

Francesca's
05.2019 - 07.2020
  • Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
  • Improved customer satisfaction through proactive engagement, attentive service, and efficient problem resolution.
  • Recruited top talent for retail positions by conducting thorough interviews and selecting qualified candidates that aligned with company values.
  • Developed staff training programs that resulted in improved product knowledge and enhanced selling skills.
  • Increased sales by implementing effective merchandising strategies and optimized store layouts.
  • Worked to promote employee happiness and engagement to retain employees.

Education

General Studies

Colorado Mesa University
Grand Junction, CO

Palisade High School
05.2017

Skills

  • Financial Statements Preparation
  • MS Products
  • Transaction Processing
  • Customer Service
  • Fraud Prevention
  • Compliance Training
  • Attention to Detail
  • Relationship Building
  • Account Management
  • Customer Satisfaction
  • Time Management
  • Product Knowledge

Timeline

Personal Banker/ Teller

Frost Bank
05.2023 - Current

Specialist/Limelight CD Customer Service Specialist

Capital Community Bank
06.2021 - 01.2023

Personal Banker

Home Loan State Bank
07.2020 - 06.2021

Retail Manager

Francesca's
05.2019 - 07.2020

General Studies

Colorado Mesa University

Palisade High School

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Jessica Carlson