Jessica Freeman
Olathe
Summary
Detail-oriented banking professional with over 15 years of experience in private banking. Skilled in cross-selling, team collaboration, and enhancing client satisfaction. Committed to driving service excellence through effective communication and attention to detail.
Overview
23
23
years of professional experience
Work History
Private Banking Relationship Manager
Arvest Bank Group Inc.
Overland Park
05.2010 - 05.2026
- Delivered exceptional client service, fostering long-term relationships and client loyalty.
- Collaborated with internal teams to enhance service delivery and client satisfaction.
- Managed complex financial transactions and ensured compliance with regulations.
- Educated clients on banking products to meet their financial goals.
- Facilitated communication between clients and banking services for seamless support.
- Provided training sessions for junior staff members regarding best practices in private banking services.
- Communicated important updates regarding bank changes to ensure client awareness.
- Scheduled joint calls with strategic partners to further gain private practice business and proactively inquired on any new potential clients to provide support.
- Regularly reached out to my clients quarterly to ensure all of their financial needs were met.
Retail Manager
Britches Clothing, Co
Lawrence
03.2006 - 05.2010
- Managed daily store operations, including opening and closing procedures.
- Supervised and trained team members on best practices in customer service.
- Developed schedules to maximize staff coverage during peak hours.
- Implemented visual merchandising standards to improve product presentation.
- Assisted in creating promotional displays to increase sales and enhance customer engagement.
- Conducted inventory management by receiving shipments and maintaining stock levels.
Receptionist
Great Clips Salon
Overland Park
05.2003 - 03.2006
- Greeted customers warmly upon salon entry to create welcoming atmosphere.
- Scheduled appointments efficiently using salon management software to optimize operations.
- Managed cash register and processed client payments accurately to ensure financial integrity.
- Maintained cleanliness and organization of reception area daily for enhanced client experience.
Education
BBA -
Emporia State University
Emporia, KS05-2017
Skills
- Client management
- Trust services
- Cross-selling strategies
- Know your customer
- Cross-selling
- Effective communication
- Problem solving
- Attention to detail
- Time management
- Goal setting
- Team collaboration
- Excels in team leadership
Timeline
Private Banking Relationship Manager
Arvest Bank Group Inc.
05.2010 - 05.2026
Retail Manager
Britches Clothing, Co
03.2006 - 05.2010
Receptionist
Great Clips Salon
05.2003 - 03.2006
BBA -
Emporia State University