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
Waco, TX
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
Waco, TX
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
Waco, TX
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