Tamara Jacobs
Waco
Summary
Dynamic Client Service Associate with a proven track record at Principal Financial Services, excelling in client retention and issue resolution. Skilled in data entry and performance metrics analysis, I enhance operational efficiency and foster strong client relationships, consistently delivering exceptional service and support.
Overview
12
12
years of professional experience
Work History
Client Service Associate
Principal Financial Services
01.2024 - Current
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
Verification Processor
Principal Financial Services
05.2019 - 01.2024
- Supported team members in their tasks, contributing to overall team success.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Maintained accurate records and ensured timely completion of all necessary paperwork.
- Enhanced team collaboration, sharing best practices for efficient processing techniques.
Lead Bank Teller
Wells Fargo & Company
05.2013 - 05.2019
- Trained junior tellers in best practices for client interactions, upholding excellent standards of service quality across the team.
- Oversaw teller staff scheduling to maintain appropriate coverage during business hours.
- Maintained cash drawer accuracy, effectively balancing daily deposits and withdrawals.
- Streamlined teller operations for improved efficiency and reduced wait times.
- Managed high-volume transactions during peak periods while maintaining composure under pressure.
- Ensured compliance with federal regulations, adhering to strict guidelines for accurate reporting.
- Provided exceptional customer service, consistently receiving positive feedback from clients and supervisors alike.
- Implemented security measures to protect bank assets, reducing instances of fraud and theft.
Education
High School Diploma -
Waco High
Waco, TXSkills
- Empathy and patience
- Issue resolution
- Performance metrics analysis
- Data entry proficiency
- Client relationships
- Order processing
- Customer support
- Call center experience
- Payment processing
Timeline
Client Service Associate
Principal Financial Services
01.2024 - Current
Verification Processor
Principal Financial Services
05.2019 - 01.2024
Lead Bank Teller
Wells Fargo & Company
05.2013 - 05.2019
High School Diploma -
Waco High
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