Kendall Rumsey
Hollister,CA
Overview
8
8
years of professional experience
Work History
Operations Manager
JPMorgan Chase
Hollister, CA
07.2022 - Current
- Enforced company policies to align with industry standards.
- Identified internal problems and recommended solutions to upper management.
- Developed training and employee development materials to improve team performance.
- Scheduled appointments, meetings and interviews for employees and clients.
- Evaluated employee performance and performed corrective actions to minimize workflow weaknesses.
- Answered work phones and routed correspondence to correct parties.
- Coordinated employee schedules according to availability and tracked hours worked.
- Supervised production efforts and completed various quality control procedures.
- Train new employees.
- Maintained updated knowledge through continuing education and advanced training.
- Analyzed data from daily reports to identify trends in production performance metrics.
- Created detailed reports on the performance of individual departments within operations.
- Assessed employee development needs and provided feedback on their progress towards meeting goals.
- Addressed customer concerns with suitable solutions.
- Maintained filing system for records, correspondence and other documents.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Organized company events including holiday parties, team building activities .
Financial Services Representative
Northwestern Mutual
San Jose, CA
10.2021 - 05.2022
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Delivered presentations to key decision makers and offered financial recommendations.
- Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
Member Service Representative
Mission City Federal Credit Union
Santa Clara, CA
03.2021 - 10.2021
- Answered member questions about products and services.
- Processed cash and check deposits every day.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Reviewed new account applications to verify eligibility of prospective members.
- Profiled members to uncover opportunities for additional business.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Supported sales team members to drive growth and development.
Bank Teller
Wells Fargo
Morgan Hill, CA
01.2019 - 07.2021
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Welcomed customers and offered pleasant service during entire transaction.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Maintained confidentiality of bank records and client information.
- Adhered to financial services security and audit procedures.
- Trained employees on cash drawer operation.
- Directed specific questions to appropriate branch personnel.
- Issued and redeemed money orders, cashier checks, traveler's checks, and savings bonds.
Customer Service Representative
The Home Depot Inc
Morgan Hill, CA
03.2017 - 12.2019
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Educated customers on special pricing opportunities and company offerings.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Consulted with customers to resolve service and billing issues.
- Processed documentation and troubleshot discrepancies to build client rapport.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Made outbound calls to obtain account information.
- Answered incoming telephone calls to provide store, products, and services information.
- Analyzed customer activity to promote safe and secure environment.
- Answered inbound calls, chats and emails to facilitate customer service.
- Answered customer questions and addressed concerns resulting in reduction in customer complaints.
- Trained new employees on procedures and policies to maximize team performance.
- Trained new hires on products and services, best practices and protocols to reduce process gaps.
Sales Associate
Aldo Shoes
Gilroy, CA
08.2016 - 02.2017
- Operated cash register, collected payments, and provided accurate change.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Built and maintained relationships with peers and upper management to drive team success.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Worked with fellow sales team members to achieve group targets.
Education
High School Diploma -
Christopher High School
Gilroy, CA06.2016
Gavilan College
Gilroy, CASkills
- Data Entry
- Administrative Support
- Staff Management
- Supply Management
- Employee Supervision
- Staff Hiring
- Operations Management
- Customer Service
- Scheduling Coordination
- Training and Coaching
Languages
English
Full Professional
Spanish
Limited
Career Goals
Since becoming a financial Advisor and running my own practice as a private contractor I really have enjoyed being able to run my own business and showing my clients that I am a self-starter and someone who will do whatever I can to help. Eventually I would love to be in the front line of a larger business or industry such as construction, tech, finance etc. The main reason for wanting this is just to show not only myself but my piers as well that I am someone they can depend on and also someone that doesn't need to wait for orders, I am someone who can take things into my own hands and make sure things are ran smoothly and efficiently.
Licensing
- Life and Health
- Notary
Timeline
Operations Manager
JPMorgan Chase
07.2022 - Current
Financial Services Representative
Northwestern Mutual
10.2021 - 05.2022
Member Service Representative
Mission City Federal Credit Union
03.2021 - 10.2021
Bank Teller
Wells Fargo
01.2019 - 07.2021
Customer Service Representative
The Home Depot Inc
03.2017 - 12.2019
Sales Associate
Aldo Shoes
08.2016 - 02.2017
High School Diploma -
Christopher High School
Gavilan College