Jessica Wilkey
Premier Banker
Arlington,TX
Summary
Licensed Relationship Banker with 15 years' experience in Banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. Excellent reputation for resolving problems and improving customer satisfaction. Consistent at proactively acquiring new clientele by outreach and pre-planned appointments. Great at interviewing individuals to understand their full financial positions. Works well with partners that can help to reach client's needs.
Overview
23
23
years of professional experience
Work History
Relationship Banker
Wells Fargo Bank
Arlington, TX
01.2007 - Current
- Acknowledged customer issues and resolved their problems quickly and efficiently while applying policy and regulations
- Assisted clients in understanding their available options and helped them select appropriate products to best fit their needs
- Effectively communicated with other employees and upper management to ensure complete care of customers
- Fulfilled administrative duties, including completing and filing paperwork, managing high volume of customers, and setting appointments.
- Presented new and additional products and services to existing customers.
- Approached prospective clients through cold calling and emails to build client base.
- Solved customer challenges by offering relevant products or solutions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Payroll Specialist
ADP
Dallas, TX
08.2003 - 11.2006
- Completed uploads of payroll data into payroll system, including commissions and bonuses.
- Set up court-ordered wage garnishment's, including child support orders and tax levies.
- Successfully resolved payroll issues with suppliers, clients, and employees.
- Updated and managed W-4 data submitted by employees.
- Verified data entry of terminations and new hires.
- Processed and amended year end W-2's.
- Worked in fast paced environment while prioritizing case load
CSR/Business Specialist/Accounts Receivable Representative
AT&T Wireless
Round Rock, TX
05.1999 - 05.2003
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders and resolve item issues.
- Recommended products to customers, thoroughly explaining details.
- Cultivated customer loyalty, promoted repeat business and improved sales.
Education
High School Diploma -
Gonzalo Garza High School
Austin, TX12.1998
Skills
- Finra Series 7, 6, 63, 65
- State Life Insurance License
- SAFE Registered
- Customer Service and Assistance
- Revenue Growth
- Generating Referrals
- Customer Account Review
- Development Activities
- Corporate Policies and Procedures
- Retirement Planning
- Regulatory Requirements
- Effective Customer Communication
Timeline
Relationship Banker
Wells Fargo Bank
01.2007 - Current
Payroll Specialist
ADP
08.2003 - 11.2006
CSR/Business Specialist/Accounts Receivable Representative
AT&T Wireless
05.1999 - 05.2003
High School Diploma -
Gonzalo Garza High School
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