Joseph Frisby
The Dalles,OR
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker
Umpqua Bank
The Dalles, OR
02.2022 - Current
- Greeted and engaged clients in a friendly manner to determine their specific transaction needs and identify potential service offerings which would add value to their banking experience.
- Provided comprehensive information about our services to clients, ensuring transparency and attention to detail.
- Perform cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.)
- Secure against loss by ensuring safekeeping of money in the cash drawer, and prompt accounting of transfer of funds.
- Manage customers' bank accounts; open, close, and oversee transactions.
- Advise clients on loan products that we offer and refer to in-house professionals.
Customer Service Advisor
Valvoline
Hood River, OR
10.2021 - 02.2022
- Promote limited time offers to customers.
- Effectively maintained and ensured optimal functioning of various equipment including tire pressure setters, coolant flush machines, and oil refilling guns
- Provided comprehensive and transparent information to customers regarding our services.
- Top off fluids and oil of vehicles that entered the service center.
- Cash out customers after each transaction in an orderly and timely fashion.
Supervisor
Starbucks
Aberdeen, WA/The Dalles, OR
03.2018 - 10.2021
- Crafted customized beverages for customer service
- Remember regular customers' orders and know them by name in order to maintain good rapport and improve the quality of their visit to the cafe.
- Promote limited time offers to customers.
- Performed deep cleaning and routine maintenance on various equipment every week, such as ice machines, espresso machines, and food refrigeration units
- Trained and mentored new baristas, enhancing their job performance
- Ensured efficient workflow and smooth operation of all business functions by monitoring and optimizing barista performance
- Count money and make sure that the money is safe and secure for the beginning or end of each day of business.
Education
Bachelor of Science - Accounting
Western Governor's University
Remote01-2026
Associate of Applied Science - General Studies
Columbia Gorge Community College
The Dalles, ORSkills
- Strong social skills learned from 10 year of working in the customer service industry
- Excellent organization and time management
- Exceptional work ethic, positive attitude and a compelling desire to exceed expectations
- Keen attention to detail
Certification
- NMLS
- Notary
Skills
MS Excel, MS Word, PowerBI, Critical Thinking, Leadership, Time management, Teamwork
Timeline
Personal Banker
Umpqua Bank
02.2022 - Current
Customer Service Advisor
Valvoline
10.2021 - 02.2022
Supervisor
Starbucks
03.2018 - 10.2021
Bachelor of Science - Accounting
Western Governor's University
Associate of Applied Science - General Studies
Columbia Gorge Community College