Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Picon

El Cajon,CA

Summary

Versatile Teller knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

10
10
years of professional experience

Work History

Universal Banker

Neighborhood National Bank
El Cajon, CA
08.2022 - Current
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Helped customers understand and use mobile applications and online banking.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Assisted customers by answering banking questions and recommending solutions.
  • 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.
  • Modified, opened and closed customer accounts.
  • Verified amounts and integrity of every check or funds transfer.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.

Member Service Representative

East County Schools Federal Credit Union
El Cajon, CA
09.2023 - 04.2024
  • Answered incoming calls regarding membership benefits and services.
  • Handled customer complaints in an efficient and courteous manner.
  • Maintained accurate records of member interactions and transactions.
  • Adhered to all applicable policies, procedures, regulations, and laws.
  • Verified identity information on new accounts using established procedures.

Personal Banker

US Bank
Mira Mesa, CA
06.2021 - 06.2022
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Completed routine transfers, deposits and bill payments.
  • Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
  • Helped customers understand and use mobile applications and online banking.
  • Assisted customers by answering banking questions and recommending solutions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.

Assistant Store Manager

Del Taco
Twentynine Palms, CA
06.2014 - 06.2021
  • Answered customer questions and addressed problems and complaints in person and via phone.
  • Handled complaints from customers by empathetically listening, recording details and offering solutions.
  • Completed frequent walk-throughs and directed team members to correct issues impacting store appearance or professionalism.
  • Supervised cashiers in processing credit, debit and cash payments to streamline sales.
  • Handled scheduling for store shifts to achieve adequate staffing.
  • Maintained inventory by checking merchandise to determine levels.
  • Coached and developed store associates through formal and informal interactions.
  • Checked monthly sales and performance reports to support operational planning and strategic decision-making.
  • Interviewed and vetted job applicants to make effective hiring decisions and fill vacancies with strong team members.

Education

Some College (No Degree) - Medical Billing And Coding

NorthWest College
San Diego
06-2024

High School Diploma -

Twentynine Palms High School
Twentynine Palms, CA
06.2007

Skills

  • Community Relations
  • Customer Service-Oriented
  • Professional Demeanor
  • Creative Thinking
  • Customer Service
  • Due Diligence
  • Cash Distribution
  • Comparing Products
  • Inbound Customer Calls
  • Money Handling
  • Mathematical Accuracy
  • Relationship Building
  • Security Understanding
  • Account Closings
  • Telephone Transfers
  • Check Cashing and Withdrawals
  • Money Transfers
  • Opening and Closing Procedures

Timeline

Member Service Representative

East County Schools Federal Credit Union
09.2023 - 04.2024

Universal Banker

Neighborhood National Bank
08.2022 - Current

Personal Banker

US Bank
06.2021 - 06.2022

Assistant Store Manager

Del Taco
06.2014 - 06.2021

Some College (No Degree) - Medical Billing And Coding

NorthWest College

High School Diploma -

Twentynine Palms High School

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Jessica Picon