Jessica Rudison
Morrow,GA
Summary
Finance student with a concentration in MSF seeking entry-level opportunities in accounts payable. Strong foundation in finance principles and a keen interest in financial operations. Exceptional communication skills and detail-oriented approach. Eager to apply academic knowledge to invoice processing, vendor management, and financial reconciliation. Ready to contribute to organizational success in accounts payable processes.
Overview
9
9
years of professional experience
Work History
CUSTOMER SERVICE PROFESSIONAL II
John Hancock Financial
06.2021 - 04.2023
- Mastered the intricacies of 401k and pension plan transactions, including withdrawals, loans, and rollovers, to deliver personalized guidance on inbound calls, achieving a 'first-call resolution' rate of over 90%
- Maintained exemplary customer service standards, resolving complex inquiries, and delivering tailored financial advice, contributing to sustained customer loyalty and satisfaction
- Collaborated across the Institutional Investor Group Division to identify and implement workflow enhancements, resulting in a 15% increase in overall operational efficiency
- Consistently exceeded team quality goals and productivity expectations, reinforcing a culture of excellence and contributing to elevated service levels.
CUSTOMER CARE SUPPORT REPRESENTATIVE II
US Bank Financial
05.2020 - 12.2021
- Handled inbound calls, effectively resolving both general and account-specific inquiries, which led to 95% customer satisfaction rate and achievement of key performance indicator
- Excelled in conflict mediation and problem-solving, de-escalating customer issues and providing tailored solutions, contributing to increase in customer retention and card membership growth
- Consistently exceeded performance goals across multiple dimensions, including customer survey results, sales rates, and compliance, bolstering overall team productivity and service levels
- Adhered to stringent financial services security protocols and audit procedures while maintaining confidentiality, reinforcing institutional integrity, and minimizing risk exposure.
Customer Care Representative II
PNC BANK FINANCIAL
06.2017 - 01.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Presented new and additional products and services to existing customers.
- Handled various accounting transactions.
- Built strong relationships with customers by providing exceptional service and tailored banking advice.
- Managed risk effectively by conducting thorough credit assessments before approving loans or lines of credit.
- Improved client retention through effective communication and personalized banking solutions.
Account Management Specialist
Microsoft
01.2014 - 01.2018
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Identified key entry points to enhance market penetration and maximize returns.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Negotiated prices for products and freights to reduce cost of acquisition by achieving lower price.
- Liaised with marketing and sales teams to develop targeted campaigns.
- Maintained accurate vendor records, ensuring proper tax compliance and streamlined communication channels.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Education
Bachelor of Science - Accelerated Masters of Science Finance
Purdue University Global
West Lafayette, IN10.2024
Associate of Applied Science - Business Administration-Entrepreneurship
Purdue University Global
West Lafayette, IN09.2015
Skills
- Strong Verbal and Written Communication
- Strong Organization and Time Management
- Accurate Data Entry and Maintenance
- Leadership
- Adaptability
- Computer Literacy
- Microsoft Office
- Microsoft Word
- Complex Problem Solving
- Multitasking and Prioritization
- Claim Validity Determination
- Report Preparation
- Remote Call Center Operations
- Attention to Detail
- Problem Solving Skills
- Knowledge of Accounting Principles
- Organizational Skills
- Adaptability
Timeline
CUSTOMER SERVICE PROFESSIONAL II
John Hancock Financial
06.2021 - 04.2023
CUSTOMER CARE SUPPORT REPRESENTATIVE II
US Bank Financial
05.2020 - 12.2021
Customer Care Representative II
PNC BANK FINANCIAL
06.2017 - 01.2020
Account Management Specialist
Microsoft
01.2014 - 01.2018
Bachelor of Science - Accelerated Masters of Science Finance
Purdue University Global
Associate of Applied Science - Business Administration-Entrepreneurship
Purdue University Global
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