Jodi Cote
The Villages
Summary
Focused individual with expertise in office and customer service talents. Driven and committed to delivering high level of service and continuous engagement to diverse customer base. Experienced as front-facing, customer-focused employee.
Overview
15
15
years of professional experience
Work History
Administrative Assistant
Government Employee Benefit Association
Hanover
05.2022 - 08.2025
- Coordinated daily office operations, ensuring seamless communication and workflow among departments to enhance efficiency.
- Managed scheduling and appointments for executive leadership, optimizing time management and supporting strategic decision-making.
- Developed and maintained filing systems, improving document retrieval speed and accuracy for better organizational effectiveness.
- Trained and mentored new administrative staff, fostering a collaborative environment and enhancing team productivity.
- Assisted in the preparation of reports and presentations, contributing to informed decision-making and effective stakeholder communication.
- Implemented office procedures that streamlined administrative processes, resulting in improved workflow and reduced turnaround times.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
Administrative Assistant to the President
Chesapeake Bay Wealth Management
Odenton
09.2014 - 04.2020
- Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
- Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
- Directed customer communication to appropriate department personnel.
- Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Verified data when processing incoming and outgoing checks and wire transfers to increase accuracy.
- Prepared packages for shipment by generating packing slips and setting up courier deliveries.
- Maintained inventory in supply closet to prevent shortages.
- Organized and maintained filing and document management systems by coordinating, archiving and purging files.
Bank Teller
Sandy Spring Bank
Laurel
02.2011 - 08.2014
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Entered transactions into computer and issued customer receipts.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Explained bank services, financial products and applicable fees to customers.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Welcomed customers and offered pleasant service during entire transaction.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Entered member transaction data into online banking software.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Trained employees on cash drawer operation.
- Adhered to financial services security and audit procedures.
- Maintained confidentiality of bank records and client information.
- Directed specific questions to appropriate branch personnel.
Call Center Representative
Chevy Chase Bank
Laurel
03.2010 - 01.2011
- Managed customer expectations by clarifying needs, identifying options and recommending products and services.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Documented conversations with customers to track requests, problems and solutions.
- Assessed customer account information to determine current issues and determine potential solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Resolved inquiries to consistently meet performance benchmarks, including speed, accuracy and volume.
- Answered, screened and processed high volume of calls daily by using call management system and web-based communications.
Education
High School Diploma -
Patchogue Medford High School
Medford, NYSkills
- Timeline Planning and Management
- Records management systems
- Back office operations
- Insurance eligibility verification
- Mail management
- Sensitive material handling
- Data entry documentation
- Account balancing reconciliation
- Time management
- Account reconciliation
- Data entry
- Strong interpersonal skills
- Training and coaching
- Charting expertise
- Proper sterilization techniques
- Understands medical procedures
- Medical terminology
- Patient scheduling
- Medical terminology knowledge
- Calm and level-headed under duress
- Client communication
- Appointment scheduling
- Document management
- Office operations
Timeline
Administrative Assistant
Government Employee Benefit Association
05.2022 - 08.2025
Administrative Assistant to the President
Chesapeake Bay Wealth Management
09.2014 - 04.2020
Bank Teller
Sandy Spring Bank
02.2011 - 08.2014
Call Center Representative
Chevy Chase Bank
03.2010 - 01.2011
High School Diploma -
Patchogue Medford High School