Jessica Carlson
Fort Worth
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
6
6
years of professional experience
Work History
Administrative Specialist
Orthopedics and Sport Medicine Institute
Fort Worth
05.2024 - Current
- Performed data entry tasks in an accurate and timely manner.
- Responded promptly to customer inquiries regarding product features or services offered.
- Maintained inventory of office supplies and placed orders when necessary.
- Responded to customer issues to provide immediate resolution and improve retention.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
Personal Banker
Frost Bank
Fort Worth
05.2023 - 04.2024
- 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.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Specialist/Limelight CD Customer Service Specialist
Capital Community Bank
Albuquerque
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 resolve 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
Grand Junction
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
Grand Junction
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.
Education
Palisade High School
05.2017
Skills
- Financial Statements Preparation
- MS Excel
- Transaction Processing
- Customer Service
- Fraud Prevention
- Attention to Detail
- Relationship Building
- Account Management
- Customer Satisfaction
- Time Management
- Product Knowledge
- Data entry
Timeline
Administrative Specialist
Orthopedics and Sport Medicine Institute
05.2024 - Current
Personal Banker
Frost Bank
05.2023 - 04.2024
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
Palisade High School
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