Summary
Overview
Work History
Education
Skills
Certification
Assessments
Additionalinformation - Keyqualifications
Personal Information
Certificates
Timeline
Generic

Justise Jones

Potsdam

Summary

Professional banking expert with strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Phlebotomist

Rochester Regional Health System
01.2025 - Current
  • Labeled transfer tubes and followed exact directions for handling and storing specimens for transport.
  • Centrifuged blood samples as outlined in clinical protocols.
  • Completed proper sanitation and cleaning of equipment and work areas between patients.
  • Enhanced patient experience through compassionate care and communication during blood draw procedures.
  • Established and maintained positive working relationships with patients, staff and clinical personnel to build trust and camaraderie.

Client Advisor

OneGroup Insurance
05.2023 - 12.2024
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Served as a trusted advisor to both internal team members and external partners by sharing industry insights and best practices related to commercial insurance management.
  • Provided expert guidance on various commercial insurance products such as general liability, workers'' compensation, property, marine cargo, cyber liability policies among others.

Personal Banker

Key Bank
10.2022 - 05.2023
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Stepped in as Bank Manager during times when Manager was absent or out of office.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Customer Service Representative

Northern Insuring Agency
07.2019 - 01.2022
  • Customer service representative for Potsdam book of business
  • Perform administrative assistance to Producer
  • Answering phone calls, emails, etc
  • Keeping accounts up to date
  • Completing applications/Review for accuracy
  • Account management
  • File Claims

Collections Representative

Seacomm Federal Credit Union
09.2017 - 07.2019
  • Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect it in installments
  • Use credit bureau data, post office information, internet searches and other tools to try to locate customers who have moved or changed phone numbers
  • Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer
  • Submit regular reports on the status of unpaid accounts and any repayment progress

Sales Associate

Key Jewelers
01.2016 - 09.2017
  • Served as team lead
  • Trained all New Hires
  • Responsible for resolving all customer complaints
  • Handled returns and exchanges
  • Responsible for auditing and organizing the whole store
  • Created inventory of products
  • Restocked shelves
  • Kept store clean
  • Maximized sales transactions
  • Assisted customers with locating items
  • Attains sales and profit projections as set by the Company

Manager

Animal Riders LLC
10.2015 - 01.2016
  • Oversaw 6 employees
  • Managed day-to-day operations
  • Handled opening and closing of store
  • Managed store bank accounts

Partner

Stewarts Shops
10.2011 - 01.2012
  • Create and deliver bank deposit
  • Inventory of stock
  • Order merchandise
  • Cash register
  • Answer phones and assist customer needs
  • Clean facilities

Cashier

Perry's Big M
05.2010 - 09.2010
  • Greeted customers
  • Answered customers' questions
  • Assisted customers in finding items
  • Resolved customer complaints
  • Worked the cash register
  • Counted out cash drawers
  • Stocked shelves

Cashier

P&C Foods
08.2009 - 04.2010
  • Greeted customers
  • Answered customers' questions
  • Assisted customers in finding items
  • Worked the cash register

Education

High school diploma -

Norwood-Norfolk Central School
Norwood, NY

Skills

  • Customer Service
  • Organizational Skills
  • Supervising Experience
  • Microsoft Office
  • Account Management
  • Administrative Experience
  • Auditing
  • Store Management Experience
  • Inventory Control
  • Upselling
  • HIPAA compliance
  • Cash handling
  • Goal planning

Certification

Property and Casualty License

Assessments

  • Customer service, Highly Proficient, 02/01/22, Identifying and resolving common customer issues
  • Customer focus & orientation, Highly Proficient, 04/01/22, Responding to customer situations with sensitivity

Additionalinformation - Keyqualifications

  • Twelve years of customer service experience.
  • Work well under pressure as part of a team.
  • Responsible, efficient, and flexible.

Personal Information

Authorized To Work: US

Certificates

Phlebotomy Certification 

Timeline

Phlebotomist

Rochester Regional Health System
01.2025 - Current

Client Advisor

OneGroup Insurance
05.2023 - 12.2024

Personal Banker

Key Bank
10.2022 - 05.2023

Customer Service Representative

Northern Insuring Agency
07.2019 - 01.2022

Collections Representative

Seacomm Federal Credit Union
09.2017 - 07.2019

Sales Associate

Key Jewelers
01.2016 - 09.2017

Manager

Animal Riders LLC
10.2015 - 01.2016

Partner

Stewarts Shops
10.2011 - 01.2012

Cashier

Perry's Big M
05.2010 - 09.2010

Cashier

P&C Foods
08.2009 - 04.2010

High school diploma -

Norwood-Norfolk Central School

Similar Profiles

CREATE PROFILE
Justise Jones