Jessica Cesar

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.

• 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