Jessica Roth
Silverton,OR
Summary
Dynamic professional with a proven track record in delivering exceptional customer service and administrative excellence, including clerical support and public interaction. Strong skills in calendar management, scheduling, data entry, and database administration ensure efficient operations and seamless communication. Committed to fostering positive relationships with clients and colleagues while streamlining processes to enhance productivity. Adept at adapting to fast-paced environments, consistently prioritizing tasks to meet deadlines and exceed expectations.
Overview
19
19
years of professional experience
Work History
Senior Premier Customer Success Specialist
Wells Fargo Bank
Salem, OR
06.2025 - 10.2025
- Assisted high value credit card customers in maintaining personal account information and resolving account issues, including educating customers on credit card terms and conditions.
- Responsible for assisting customers with multiple credit card products with different and complex terms, functionality's and rewards.
- Provided coaching and support to new employees on banking regulations, company policies and banking systems.
- Ensured compliance with banking regulations including lending laws and company policies and procedures.
- Effectively used multiple computer systems including the banks customer account and policies and procedures platforms.
Credit Card Customer Success Specialist/Banker Coach
Wells Fargo Bank
Salem, OR
02.2017 - 06.2025
- Assisted credit card customers in maintaining personal account information and resolving account issues including educating customers on credit card terms and conditions.
- Served as banker coach. Trained new employees on banking regulations, company policies and banking systems. Lead training classes. Provided coaching and support.
- Collaborated with banker coaches to develop and update new hire training resources including training materials.
- Ensured compliance with banking regulations including lending laws and company policies and procedures.
- Effectively used multiple computer systems including the banks customer account and policies and procedures platforms.
Everyday Banking Customer Success Specialist
Wells Fargo Bank (Formerly Wachovia Bank)
Salem, OR
03.2007 - 02.2017
- Handled 80 plus incoming calls daily.
- Assisted customers with checking and savings accounts inquiries and issues; including identifying, researching and resolving issues.
- Ensured compliance with banking regulations and company policies and procedures.
- Effectively used multiple computer systems including the banks customer account and policies and procedures platforms.
- Managed multiple phone lines while assisting customers.
- Served as call center floor support assisting peers with questions when supervisors were unavailable or short staffed.
Education
Business Technology Certificate - Office Administration
Chemeketa Community College
Salem, ORHigh School Diploma - undefined
Silverton Union High School
Silverton, ORSkills
- Strong spoken communication
- Detail-oriented data management
- Experienced in managing multiple call lines
- Data privacy compliance
- Documentation
- Leadership skills
- Proficient in Microsoft Office
- Skilled in prioritizing tasks
- Strong organizational skills
- Client communication skills
- Service excellence
- Prioritization and scheduling
- Committed team contributor
- Quality assurance
Timeline
Senior Premier Customer Success Specialist
Wells Fargo Bank
06.2025 - 10.2025
Credit Card Customer Success Specialist/Banker Coach
Wells Fargo Bank
02.2017 - 06.2025
Everyday Banking Customer Success Specialist
Wells Fargo Bank (Formerly Wachovia Bank)
03.2007 - 02.2017
High School Diploma - undefined
Silverton Union High School
Business Technology Certificate - Office Administration
Chemeketa Community College