Jourdan Ross
Portland
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
7
7
years of professional experience
Work History
Financial Services Representative
First Interstate Bank
01.2023 - 04.2024
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Maintained updated records of all financial transactions to support traceability.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Completed day-to-day transactions for clients, managed any assistance they needed, balanced my till and the cash vault at the end of each day.
Server Assistant
Bamboo Sushi
03.2018 - 03.2020
- Maintained a clean and organized dining area by routinely sweeping floors, wiping surfaces, and removing trash.
- Bussed tables between courses and loaded and unloaded trays to expedite tasks.
- Maintained a clean, safe, and organized work environment to safeguard servers and patrons.
- Provided attentive service and proactively assessed guest needs.
- Processed payments for orders and provided customers with change.
- Consistently exceeded expectations in maintaining high standards of cleanliness throughout the restaurant during busy shifts.
Shift Lead
Salt & Straw
02.2017 - 03.2018
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Oversaw cash handling procedures, ensuring accuracy and proper documentation at all times.
- Completed cash and credit card transactions accurately using POS software.
- Managed shift operations, supplied resources, and monitored team performance to keep the business profitable and running smoothly.
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
Education
Bachelor of Science - Community Health
Portland State University
Portland, OR06-2020
Skills
- Financial Services
- Customer Relationship Management
- Cash Management
- Cash Handling
- Teamwork and Collaboration
- Attention to Detail
- Positive and Friendly Attitude
- Willing to Learn
- Decision-making capabilities
- Problem solver and adaptable
Timeline
Financial Services Representative
First Interstate Bank
01.2023 - 04.2024
Server Assistant
Bamboo Sushi
03.2018 - 03.2020
Shift Lead
Salt & Straw
02.2017 - 03.2018
Bachelor of Science - Community Health
Portland State University
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