Summary
Overview
Work History
Skills
Timeline
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Lauren Jerrold

Everett,WA

Summary

Dedicated professional with superior competencies in planning, coordinating and ensuring successful completion of client projects. Well-positioned to identify and resolve problems during frequent client interactions. Strong communication skills with proficiency in client relationship-building and administrative excellence, including clerical support and public interaction. Excels in calendar management, scheduling, data entry and database administration.

Overview

16
16
years of professional experience

Work History

Client Relationship Specialist

Key Private Bank
04.2020 - Current
  • Resolved service problems by clarifying customer complaints, identifying root causes and developing catered solutions.
  • Addressed client requests for basic and ad hoc reports and provided consistent updates to proactively provide project status.
  • Educated clients on best practices related to their specific industries, enabling them to maximize the value of our services.
  • Developed client proposals addressing product and service needs and solutions.
  • Provided expert guidance for clients navigating challenging business situations, fostering trust and loyalty.
  • Streamlined processes for onboarding new clients, reducing time spent in initial setup stages.
  • Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
  • Collaborated with internal teams to resolve complex issues, resulting in improved client retention rates.
  • Maintained detailed records of client interactions while adhering to data privacy regulations.
  • Organized quarterly events for clients to network with peers and share industry insights, boosting overall engagement levels.
  • Managed a diverse portfolio of clients, ensuring timely communication and personalized attention.

Administrative Assistant II

Keybank
12.2014 - 04.2020
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Scheduled office meetings and client appointments for staff teams.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Assisted development and implementation of new administrative procedures.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.

Assistant Store Manager

The Vitamin Shoppe
07.2012 - 11.2014
  • Walked through store areas to identify and proactively resolve issues negatively impacting operations.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Rotated merchandise and displays to feature new products and promotions.
  • Processed payments for credit and debit cards and returned proper change for cash transactions.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.

Secretary/ Administrative Assistant

Americal Industries
06.2008 - 07.2013
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Handled daily scheduling tasks and provided administrative support for entire department.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Developed strong working relationships with vendors to ensure timely delivery of supplies at the best possible prices.
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Maintained daily report documents, memos and invoices.

Skills

  • Process improvement
  • Team collaboration
  • Customer service orientation
  • Industry knowledge
  • Adaptability and flexibility
  • Relationship building
  • Excellent communication
  • Project management
  • Problem-solving abilities
  • Product knowledge
  • Attention to detail

Timeline

Client Relationship Specialist

Key Private Bank
04.2020 - Current

Administrative Assistant II

Keybank
12.2014 - 04.2020

Assistant Store Manager

The Vitamin Shoppe
07.2012 - 11.2014

Secretary/ Administrative Assistant

Americal Industries
06.2008 - 07.2013

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Lauren Jerrold