Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jonathan McCaskill

Customer Service, Bank Teller, Banker
Bridgeport,CT

Summary

Personable Member Service Representative offering [Number] years of experience resolving account and service concerns for customers. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success.

Overview

11
11
years of professional experience

Work History

Contact Center Specialty Service Representative

M&T Bank
07.2025 - Current
  • Maintained productivity and quality standards at all times.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Participated in ongoing training programs to stay abreast of industry trends, emerging technologies, and best practices within the field of customer service.

Contact Center Representative

M&T Bank
11.2024 - 07.2025
  • Managed high call volume while remaining focused on delivering excellent customer experiences.
  • Increased first call resolution rates by utilizing comprehensive product knowledge and problem-solving skills.
  • Demonstrated empathy towards customer concerns, fostering trust and rapport during interactions.
  • Improved customer satisfaction by efficiently addressing and resolving issues in a timely manner.

Operations Analyst

Bank of America
10.2022 - 01.2024

-Reviewed W8 forms of current Bank of America Customers to comply with IRS guidelines.

-Provided Customer Service by phone to assist Bank of America customers with completing W8 forms to comply with IRS guidelines.

Customer Service Representative

Upgrade
07.2021 - 10.2022
  • Provided primary customer support to internal and external customers.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Recorded account information to open new customer accounts.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.

Customer Service Representative

Upgrade Inc.
07.2021 - 09.2022
  • Provided primary customer support to internal and external customers.
  • 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.
  • Responded to customer requests for products, services and company information.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Increased efficiency and team productivity by promoting operational best practices.

Customer Success Specialist 3: Business Banking

Wells Fargo
09.2020 - 04.2021
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Assisted customers with navigation of Wells Fargo Online Website and Wells Fargo Mobile App.
  • Assisted with general questions concerning the Cares Act Paycheck Protection Program loans.

Managed Resource (Randstad Staffing)

Wells Fargo
10.2020 - 03.2021
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.

Customer Success Specialist 2: Business Banking

Wells Fargo
03.2020 - 09.2020
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered constant flow of customer calls with minimal wait times.
  • Recommended products to customers, thoroughly explaining details.

Teller-Part Time

Wells Fargo
06.2015 - 10.2016
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Executed wire transfers, stop payments and account transfers.

Education

Associate of Arts - Performing Arts

Westchester Community College
Valhalla, New York
01.2010 - 05.2013

Bachelor of Arts - Music

Western Connecticut State University
Danbury, Connecticut
08.2013 - 05.2018

MBA - Organizational Management

Eastern University
PA
05.2001 -

Skills

    Complaint resolution

Sales expertise

Account management

Professional telephone demeanor

Good listening skills

Money handling abilities

Timeline

Contact Center Specialty Service Representative

M&T Bank
07.2025 - Current

Contact Center Representative

M&T Bank
11.2024 - 07.2025

Operations Analyst

Bank of America
10.2022 - 01.2024

Customer Service Representative

Upgrade
07.2021 - 10.2022

Customer Service Representative

Upgrade Inc.
07.2021 - 09.2022

Managed Resource (Randstad Staffing)

Wells Fargo
10.2020 - 03.2021

Customer Success Specialist 3: Business Banking

Wells Fargo
09.2020 - 04.2021

Customer Success Specialist 2: Business Banking

Wells Fargo
03.2020 - 09.2020

Teller-Part Time

Wells Fargo
06.2015 - 10.2016

Bachelor of Arts - Music

Western Connecticut State University
08.2013 - 05.2018

Associate of Arts - Performing Arts

Westchester Community College
01.2010 - 05.2013

MBA - Organizational Management

Eastern University
05.2001 -
Jonathan McCaskillCustomer Service, Bank Teller, Banker