Jennifer Ragsdale
Sandy,UT
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Personal Banker
State Bank
04.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Provided customers with additional information regarding account services.
- Assisted management with various admin tasks.
Customer Service Advisor
LendingClub
11.2022 - 04.2023
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates approximately 30 per day.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Educated customers on use of banking website and mobile apps.
- Assisted customers with compromised debit cards and issued new credentials.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Bookkeeper
Trace Financial
06.2022 - 10.2022
- Established QuickBooks accounting system to reflect accurate financial records.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Customer Account Manager
Meadow Lark Logistics
08.2021 - 06.2022
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients. Reached out to about 20 clients per day.
- Tracked and maintained requests to guarantee prompt and successful delivery of merchandise.
- Evaluated customers' potential needs to make appropriate recommendations.
- Collected and analyzed data to learn more about consumer behavior.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Collaborated with finance department on invoicing accuracy for applicable products, services, software and logistics.
Team Leader
Island Mountain Group
08.2019 - 08.2021
- Held weekly team meetings to inform team members on company news and updates.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.
- Managed leave requests and absences and arranged covers to facilitate smooth flow of operations.
- Gathered, organized and input information into digital database.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
Education
High School Diploma -
Green River High School
Green River05.2015
Skills
- Active Listening
- Critical Thinking
- Multi-Line Telephone Operation
- Conflict Resolution
- CRM Software
- Problem-Solving Ability
- Call Center Operations
- Client Service and Support
- Professional Telephone Demeanor
- Customer Service Excellence
Timeline
Personal Banker
State Bank
04.2023 - Current
Customer Service Advisor
LendingClub
11.2022 - 04.2023
Bookkeeper
Trace Financial
06.2022 - 10.2022
Customer Account Manager
Meadow Lark Logistics
08.2021 - 06.2022
Team Leader
Island Mountain Group
08.2019 - 08.2021
High School Diploma -
Green River High School
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