Jessica Picon
Summary
Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued. Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Member Service Representative
East County Schools Federal Credit Union
09.2023 - Current
- Educated customers about billing, payment processing and support policies and procedures.
- Increased efficiency and team productivity by promoting operational best practices.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified customer identification and documentation for compliant transactions.
Business Banker
Neighborhood National Bank
07.2022 - 07.2023
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Streamlined internal processes to improve efficiency, allowing more time for client interactions and relationship building.
- Maintained up-to-date knowledge of competitors' products.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Client Relationship Consultant
Us Bank
07.2021 - 07.2022
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Completed daily cash balancing and operated ATMs.
- Verified amounts and integrity of every check or funds transfer.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Put together and executed loan documents.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Met with new clients and completed pre-qualification procedures.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
Assistant General Manager
Del Taco
06.2014 - 07.2021
- Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
- Scheduled and directed staff in daily work assignments to maximize productivity.
- Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
- Coached team members on food safety and sanitation processes, customer service, menu education and up-selling techniques to drive revenue.
- Optimized profits by controlling food, beverage and labor costs daily.
- Counseled and disciplined staff to address issues promptly and provide constructive feedback.
- Collaborated with server trainees to document and resolve potential customer concerns to drive brand satisfaction and loyalty.
- Consistently maintained high levels of cleanliness, organization, storage, and sanitation of food and beverage products to ensure quality.
- Resolved problems or concerns to satisfaction of involved parties.
- Determined root cause of performance trends and developed process improvement plans which targeted assurance in safety, health, quality and customer satisfaction.
Education
No Degree - Medical Billing And Coding
Northwest College
San Diego, CA09.2024
High School Diploma -
Twentynine Palms High School
Twentynine Palms, CA06.2007
Certification
NMLS #2213457
Timeline
Member Service Representative
East County Schools Federal Credit Union
09.2023 - Current
Business Banker
Neighborhood National Bank
07.2022 - 07.2023
Client Relationship Consultant
Us Bank
07.2021 - 07.2022
Assistant General Manager
Del Taco
06.2014 - 07.2021
No Degree - Medical Billing And Coding
Northwest College
High School Diploma -
Twentynine Palms High School
NMLS #2213457
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