Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jessica Cesar

Nashville,TN

Summary

I am part of the CSEC Accelerate, which is a 18-month career progression program at UBS, designed to build wealth management knowledge through business training and first-hand experience. I was cross-trained to support and assist three different teams within CSEC.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Client Services Representative

UBS
04.2024 - Current

Card Services

  • First line of defense against fraud.
  • Provide support to branch personnel via email, phone, and chat, ensuring they have the resources and assistance needed to effectively serve their clients
  • Maintained a 9.7 score on Voice of the Client and branch surveys, reflecting high customer satisfaction and service excellence
  • Provide comprehensive support to clients and branches on all credit and debit card-related matters, including application submissions, decline resolution, mobile wallet integration, and benefit explanations
  • Verify transactions and ensure clients are directed to the appropriate channels for reporting fraud


Online Services

  • Assist clients with password resets and provide guidance on managing their online accounts, including linking external accounts for transfers, bill payments, portfolio monitoring, and report generation.
  • Troubleshoot errors and provide branch personnel with clear guidance on UBS online account functionality.


Workplace Wealth Solutions

  • Support clients in regaining access to their corporate equity plan accounts by efficiently conducting password resets. This involves guiding them through the reset process, troubleshooting any issues that may arise, and ensuring a smooth and secure experience.

Relationship Banker

Regions Bank
12.2023 - 04.2024
  • Assisted clients with account inquiries, deposits, withdrawals, and transfers
  • Identified and reported potential fraud and suspicious activities in line with bank policies.
  • Maintained compliance with financial regulations by filling out Currency Transaction Reports (CTRs)
  • Verified customer identity and reviewed documentation for accuracy.
  • Filed fraud disputes on behalf of clients
  • Ensured client information was accurate and up to date



Education

Bachelor of Science - Business Administration

Middle Tennessee State University
Murfreesboro, TN
12-2027

Associate of Science - Business

Volunteer State Community College
Gallatin, TN
12.2020

No Degree - AML/CFT Training Sessions- 50hours

AML Base
01-2025

Skills

  • Proficient in UBS internal systems such as CAI, Ace and BGAP
  • Banking Operations Knowledge
  • Fraud Detection and Prevention
  • Compliance, banking laws, and regulations

Certification

Series 7 license

Languages

English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Professional Working

Timeline

Client Services Representative

UBS
04.2024 - Current

Relationship Banker

Regions Bank
12.2023 - 04.2024

Series 7 license

Bachelor of Science - Business Administration

Middle Tennessee State University

Associate of Science - Business

Volunteer State Community College

No Degree - AML/CFT Training Sessions- 50hours

AML Base
Jessica Cesar