Jessica Weaver
Volcano Village,HI
Summary
Globally-minded critical thinker with extensive experience in finance, sales, compliance, operations, and creating presentation and learning materials. Passionate about supporting and healing the environment. Can leverage financial industry expertise to connect people, projects, and opportunities.
Overview
22
22
years of professional experience
Work History
Client Services Manager
INPAC Wealth Solutions
Honolulu, HI
01.2024 - 10.2024
- Facilitated seamless changeover for over 700 clients through meticulous documentation.
- Ensured compliance with company standards for customer service delivery.
- Addressed escalated customer service requests quickly
- Developed and maintained relationships with clients to ensure satisfaction.
- Created systems to improve efficiency.
- Assisted high-performing advisor managing $1 billion in assets.
- Cultivated cohesive team environment
- Pivot in an ever-changing environment.
- Skillfully adapted to various communication styles.
- Accomplished duties independently, employing resourcefulness.
- Adapted to complex and fast-paced environment.
Products, Operations, Systems & Training Specialist II
Bank of Hawaii
Honolulu, HI
09.2017 - 01.2024
- Created, updated, and maintained a library of desktop procedures using Word, Excel, PowerPoint, and SharePoint.
- Created and co-created training materials for Branch Division's products, services, procedures, and best practices.
- Created effective layouts for departmental resource pages.
- Crafted formats to suit audience requirements.
- Developed PowerPoint decks showcasing various products, services, and functions.
- Led or co-led diverse in-person and virtual training sessions for branch teams.
- Expertise in compliance, operations, IRA accounts, consumer and business accounts, loans, trusts, and other fiduciary arrangements.
- Employed Word, Excel, and Sharepoint for tracking and planning tasks
- Teamed with specialists to create thorough educational materials
- Assisted in developing training plans for new hires and existing employees.
- Identified areas for improvement within existing training programs and provided recommendations for change.
- Collaborated with internal stakeholders on the design and implementation of customized learning solutions.
- Managed multiple projects simultaneously while adhering to tight deadlines.
Financial Services Representative
Bankoh Investment Services, Inc.
Honolulu, HI
06.2007 - 01.2018
- Dual employment with Bank of Hawaii as a Consumer Banking Representative.
- Conducted client profiling and interviews for optimal product fit within Bankoh Investment Services, Inc.
- Drafted business for licensed insurance products in Life, Accident, and Health categories.
- Facilitated client referrals to appropriate service departments
- Analyzed financial data to identify opportunities for increasing profitability.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Assisted clients in understanding complex financial concepts and instruments.
Consumer Banking Representative III
Bank of Hawaii
Honolulu, HI
03.2005 - Current
- Developed team training tools encompassing best practices and reminders.
- Supported compliance checks for new accounts, holds, and procedures.
- Implemented best practice initiatives in team meetings.
- Led or co-led driver, based in-house competitions.
- Dual employment with Bankoh Investment Services, Inc. 2007-2018.
- Aligned Bank of Hawaii's products with client goals.
- Increased utilization of Bank of Hawaii's various business lines through client referrals.
- Worked previously as a Consumer Banking Representative at Haleiwa Branch, Mililani Branch, and Star Market Moiliili Branch.
- Had signing authority up to $50,000.00.
- Responded to customer inquiries regarding account information, transactions, and services.
- Provided support for online banking activities such as setting up accounts and troubleshooting technical issues.
- Processed loan applications, including verifying documents.
- Advised customers on financial products and services that best suited their needs.
- Cross-sold bank products to existing customers based on their needs.
- Maintained accurate records of all client interactions in the company database system.
- Promoted special offers by explaining the benefits of using certain banking products.
Sales Consultant
Reflections of the Heart
Honolulu, HI
10.2002 - 02.2005
- Recognized frequently for outstanding sales performance.
- Instructed gallery staff on sales techniques and product knowledge.
- Executed sales tasks for fine jewelry, hand-blown glass, and art items.
Education
Some College (No Degree) - Engineering And Earth Sciences
The Pennsylvania State University
University Park, PASkills
- Skilled in Microsoft Office Applications
- Proficient in Adobe Suite
- Strategic Project Planning
- Time Management
- Client Partnership Cultivation
- Digital Image Refinement
- Proficient in Public Speaking
- Strong Written Skills
- Client Engagement
- Workforce Skill Enhancement
- Project Management
- Team Development
- Cross-Cultural Communication
- Proficient in Diplomatic Interactions
- Analytical Research Skills
- Flexible Problem Solver
- Cross-Functional Collaboration
- Critical Thinking
- Resilient in Dynamic Environments
- Innovative Thinking
- Systematic Organizer
- Strategic Thinker
- Globally-Minded
- Spreadsheet Proficiency
Awards
- Chairman's Circle Event Awardee in 2017, 2016, 2015, 2014, 2008 and 2007
- Attended PSC Goes to Hollywood event in December 2006
- Attended the Finding the Wealth Recognition Dinner in December 2005
References
Available upon request
Hobbies and Interests
- Gardening
- Orchid collecting and growing
- Swimming and snorkeling
- Cooking and culinary arts
- Writing
- Photography
- Guitar and guitalele
- Archery
- Hiking
- Stand-up paddle boarding
- Co-founded the Public Relations Committee for the Penn State Sailing Team
Note
Name used in previous employment- Jessica E. Bender, maiden name
Businessexperience
JPA Trains and Things, Landisville, PA, 01/01/90, 12/31/99, Co-owner of family business, involved in all aspects from opening to closing, including set-up, sales and tear-down of booths at model train shows throughout the East Coast and assisted in retail store development, display, inventory, pricing and maintenance.
Affiliations
- Photography
- Writing
- Gardening
- Collecting and Growing Orchids
- Swimming and Snorkeling
- Cooking and Culinary Arts
- Guitar and Guitalele
- Archery
- Hiking
Timeline
Client Services Manager
INPAC Wealth Solutions
01.2024 - 10.2024
Products, Operations, Systems & Training Specialist II
Bank of Hawaii
09.2017 - 01.2024
Financial Services Representative
Bankoh Investment Services, Inc.
06.2007 - 01.2018
Consumer Banking Representative III
Bank of Hawaii
03.2005 - Current
Sales Consultant
Reflections of the Heart
10.2002 - 02.2005
Some College (No Degree) - Engineering And Earth Sciences
The Pennsylvania State University
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