Jonathan McCaskill
Phoenix,OR
Summary
Self-motivated Finance Professional highly experienced in guest services. Pleasant personality coupled with talents in customer relations, recordkeeping and problem-solving. Outgoing when greeting and communicating with others to maintain positive atmosphere.
Overview
14
14
years of professional experience
Work History
Tax Operations Analyst
Bank of America
Phoenix, AZ
10.2022 - 01.2024
- Processed completed W8 and W9 forms for clients to comply with IRS non-resident alien guidelines.
- Answered client inquiries by phone to ensure the proper completion of the W8 or W9 form.
Delivery Driver
Papa John's Pizza
Phoenix, AZ
07.2022 - 07.2023
- Received daily delivery instructions and route assignments from dispatch.
- Ensured accurate completion of all paperwork associated with deliveries.
- Inspected delivery vehicle to ensure optimal safety and performance prior to each trip.
- Loaded, secured, and unloaded cargo in a safe and timely manner.
- Adhered to all applicable traffic laws while driving delivery vehicle.
Customer Service Representative
Upgrade Inc
Phoenix, AZ
06.2020 - 09.2022
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Seaman
US Navy
Chicago, IL
04.2021 - 06.2021
Customer Success Specialist
Wells Fargo
Phoenix, AZ
04.2020 - 04.2021
- Resolved customer inquiries in a timely manner while maintaining an exceptional level of service.
- Conducted customer training sessions on how to use products effectively.
- Identified areas for improvement in existing products and services based on customer feedback.
- Monitored customer activity to proactively address potential issues before they arise.
- Provided technical assistance via phone, email, or chat support systems when needed.
Call Center Representative
Randstad Staffing
Phoenix, AZ
10.2019 - 04.2020
- Adhered strictly to all applicable laws and regulations pertaining to customer privacy rights.
- Developed effective working relationships with team members across multiple departments.
- Stayed current on relevant product and service offerings as well as competitor pricing models.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Resolved customer complaints in a timely manner to ensure customer satisfaction.
Guest Advocate
Target
Stamford, CT
07.2010 - 08.2019
- Greeted customers and provided assistance to ensure a positive shopping experience.
- Assisted with returns, exchanges, and refunds in accordance with company policy.
- Provided product knowledge to customers on the features and benefits of products.
- Performed cashier duties such as processing payments, returns, and exchanges accurately.
Teller
Wells Fargo
Stamford CT, CT
07.2015 - 10.2016
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
Education
Bachelor of Arts - Music
Western Connecticut State University
Danbury, CT05-2018
Skills
- Guest Relations
- Stress Tolerance
- Complaint Handling
- Data Entry
Timeline
Tax Operations Analyst
Bank of America
10.2022 - 01.2024
Delivery Driver
Papa John's Pizza
07.2022 - 07.2023
Seaman
US Navy
04.2021 - 06.2021
Customer Service Representative
Upgrade Inc
06.2020 - 09.2022
Customer Success Specialist
Wells Fargo
04.2020 - 04.2021
Call Center Representative
Randstad Staffing
10.2019 - 04.2020
Teller
Wells Fargo
07.2015 - 10.2016
Guest Advocate
Target
07.2010 - 08.2019
Bachelor of Arts - Music
Western Connecticut State University