Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jocelyn Whitney

Durham,NC

Summary

Client Services Officer with expertise in delivering tailored solutions and fostering long-term client relationships. Proven track record of enhancing client satisfaction through continuous improvement initiatives. Ready to apply skills to elevate service standards and drive client success.

Overview

22
22
years of professional experience

Work History

AVP, Client Services Officer

Banc of California
Durham, North Carolina
03.2015 - Current
  • Delivered customer service support promptly to achieve high satisfaction levels.
  • Personalized client interactions by identifying unique needs and offering tailored solutions.
  • Proactively resolved issues through follow-up calls and emails to uphold client satisfaction.
  • Provided leadership and support to team members, promoting collaboration and teamwork.
  • Identified opportunities for process improvements within customer service operations.
  • Ensured compliance with applicable laws and regulations during all duties.
  • Developed sustainable client relationships based on trust through effective communication skills.

Received recognition from bank executives and peers for exceptional client service in 2016.

Client Services Officer

Banc of California
Durham, North Carolina
09.2009 - 06.2015
  • Resolved client inquiries to enhance customer satisfaction efficiently.
  • Documented client interactions systematically to ensure accurate records.
  • Delivered personalized service addressing unique client concerns and needs.
  • Maintained up-to-date knowledge of products and services to improve interactions.
  • Managed client complaints with professionalism and competence.
  • Attended to daily service requests, providing prompt support.

Client Services Representative

Banc of California
Durham, North Carolina
01.2007 - 03.2009
  • Updated client information in database system to enhance account management efficiency.
  • Facilitated onboarding process for new clients, ensuring seamless integration into services.
  • Resolved client disputes effectively through strong problem-solving skills.

IT Help Desk Technician

Berkshire Bank
Pittsfield, Massachusetts
04.2004 - 01.2007
  • Delivered user support for software applications, improving user experience and satisfaction.
  • Collaborated with team members to streamline help desk processes, enhancing operational efficiency.
  • Escalated unresolved issues to senior technicians to ensure timely resolutions for users.
  • Monitored help desk ticketing system to facilitate prompt follow-up on support requests.
  • Responded to user inquiries via phone and email, providing clear and concise information.
  • Assisted users with troubleshooting computer issues through remote desktop sessions.

Education

High School Diploma -

Mount Greylock Regional School District
Williamstown, Massachusetts
06-1999

Some College (No Degree) - Fashion Merchandising

University of Massachusetts, Amherst
Amherst, MA

Skills

  • Customer relationship management
  • Client onboarding
  • Process enhancement
  • Compliance oversight
  • Data documentation
  • Team leadership

Timeline

AVP, Client Services Officer

Banc of California
03.2015 - Current

Client Services Officer

Banc of California
09.2009 - 06.2015

Client Services Representative

Banc of California
01.2007 - 03.2009

IT Help Desk Technician

Berkshire Bank
04.2004 - 01.2007

High School Diploma -

Mount Greylock Regional School District

Some College (No Degree) - Fashion Merchandising

University of Massachusetts, Amherst