Hi, I’m
Jessica Hilderbrand
South Vienna,OH
"Dreams don't have expiration dates."
L.L. Cool J
Summary
Financial services SME with leadership, facilitation, training, and onboarding experience. Highly effective communicator providing service excellence to clients, executives, and colleagues. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy and positivity.
Overview
16
years of professional experience
Work History
Wright-Patt Credit Union
Member Savings Specialist/Financial Coach
08.2018 - Current
Job overview
- Awarded "Moment of Impact" service award three times.
- Cultivates and strengthens relationships through outbound efforts including onboarding and cross-selling beneficial services.
- Surpasses sales and service goals while maintaining less than 1% error ratio.
- Prioritizes positivity, empathy, accountability, and polished communication to surpass client expectations.
- Highlights stakeholder value and educates clients on loans, deposits, e-services and other lines of business to help reach their goals; provides ongoing support and navigates clients through financial endeavors.
- Performs duties in accordance with applicable standards, policies and regulatory guidelines; quickly identifies areas of improvement, adapts new tools and skills to maximize results.
Wright-Patt Credit Union
Executive Assistant, Service Excellence Manager
12.2009 - 08.2018
Job overview
- Attentive governance specialist, event coordinator, recordkeeper, proofreader, scheduler, and executive data handler.
- Reduced regulatory errors by 21% in two years.
- Streamlined operations and prioritized tasks, increasing senior staff's focus and productivity.
- Drafted, proofread, and distributed reports including regulatory exams, board reports, executive summaries, and newsletters.
- Exhibited positivity, superior communication, confidentiality, teamwork, attention to detail, time management, and problem-solving expertise.
- Performed scheduling, expense reporting, and provided executive administrative support for diverse team of executives and directors, adapted prioritization protocols and board education standards.
- Responsible for recruiting and onboarding incoming directors; creating customized board education plans.
- Improved NPS ranking from 9th to 3rd in class in two years; streamlined program management and reporting processes, launched iNPS (internal Net Promoter Score) program.
Senior Advisory Services Group
Office Manager and Administrative Assistant
12.2006 - 12.2009
Job overview
- Awarded 2008 Office Administrator of the Year by U.S.A. Tax and Insurance, broker dealer, with over 90 affiliate agencies.
- Streamlined front-office administration, improved filing system, document organization and client data handling.
- Scheduled client meetings, provided administrative and sales support for agents in two locations.
- Collected and prioritized incoming and outgoing correspondence for distribution.
- Coordinated sales workshops; generated mailing lists, drafted invitations and agenda, booked locations and catering, prepared workshop materials and spaces for maximum impact and participation.
- Managed leads and sales pipelines effectively to promote sales opportunities for agents.
Education
Patten UniversitySan Francisco, CA
Bachelor of Science from Business Administration
05.2018
University of DaytonDayton, OH
Leadership Development Academy
06.2017
Skills
- Diplomatic Problem-Solver
- Award-Winning Service
- Expert MS Office Skills
- Consultative Financial Services SME and Master Communicator
- Steadfast Remote Worker
- Empathetic, Friendly and Positive Personality
- Leadership Experience
- Proofreading Expertise
- Creative Problem Solver
- Customer Accounts Management (CRM)
- Increasing Savings
- Stock Market Understanding
- Cash Handling
- Debt Consolidation
- Industry Research
- Financial Advising
- Business Development
- Service Accounts
- Sales Expertise
- Prospective Client Engagement
- Professional Industry Communication
- Lead Generation
- Strategy Management
- Financial Data Production
- Process Improvement
- Accounting Procedures
- FINRA Rules
- Savings Accounts
- Consultative Techniques
- Customer Feedback
- Client Interactions
- Skill-Building Strategies
- Diplomatic Problem-Solver
- Bank Reconciliation
- Client Rapport-Building
- Client Needs Assessment
- High Net Worth Individuals Marketing
- Customer Proposals
- Client Service and Assistance
- Conflict Resolution Techniques
- Client Meetings
- Financial Efficiency
- Customer Loyalty
- Client Counseling
- Daily Logs
- Cost Savings and Expense Control
- Client Confidentiality
- Goals and Performance
- Creative Solutions
- Recommend Financial Products
- Client Contact
- Workflow Improvements
- Consumer Engagement
- Monthly Financial Statements
- Community Involvement
- Communications Expertise
- Serve Client Needs
- Project Requirements
- Regulatory Requirements Adherence
- Prepare Performance Reports
- Customer Expectations Management
- Public Relations Strategy
- Banking
- Loans
- Reporting
- Presentations
- Evaluate Financial Histories
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Member Savings Specialist/Financial Coach
Wright-Patt Credit Union
08.2018 - Current
Executive Assistant, Service Excellence Manager
Wright-Patt Credit Union
12.2009 - 08.2018
Office Manager and Administrative Assistant
Senior Advisory Services Group
12.2006 - 12.2009
Patten University
Bachelor of Science from Business Administration
University of Dayton
Leadership Development Academy
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