Taneka Jackson
Chicago,IL
Summary
Detail oriented operations specialist with six years of experience supporting financial services, customer operations, and account management in high volume environments. Experienced in account onboarding, document verification, data entry, fraud monitoring, and regulatory compliance (AML/KYC/CIP). Proven ability to manage sensitive information, resolve complex customer issues, and maintain accuracy while meeting productivity goals and support operational efficiency across fast paced teams.
Overview
7
7
years of professional experience
Work History
Operations Specialist
Bank of America Merrill Lynch
Rolling Meadows, IL
06.2022 - Current
- Review and process 50+ new accounts applications daily, ensuring 100% compliance with KYC and AML standards.
- Resolve documentation exceptions within 48 hours to support onboarding timelines.
- Enter sensitive customer data into internal systems with high attention to detail and accuracy.
- Provide support via phone, email, and queue management systems to address client inquiries.
- Escalate high risk or unusual activities to fraud team to mitigate risk.
Customer Service Representative
InfoArmor
Chicago, IL
12.2021 - 06.2022
- Addressed and resolved clients' identity theft issues effectively.
- Reviewed and assessed credit alerts to identify potential fraud.
- Conducted account maintenance tasks.
- Responded to billing inquiries and managed outbound/inbound communications efficiently.
- Maintained accurate records of customer interactions and account updates.
Customer Service Representative
AT&T
Chicago, IL
07.2019 - 01.2021
- Delivered personalized support to customers, matching products to needs through discovery questions.
- Processed payments, resolved technical and billing concerns, and opened new customer accounts.
- Handled high call volumes while maintaining satisfaction metrics.
Customer Service Representative
Illinois Tollway
Chicago, IL
01.2019 - 06.2019
- Resolved toll violations, billing discrepancies, and account issues in a fast-paced call center.
- Assisted customers with technical troubleshooting and violation disputes.
- Handled 50+ calls per day while maintaining accurate documentation and professionalism.
Education
High School Diploma -
Foreman High School
Chicago, ILSkills
- AML/ KYC/ CIP
- Analytical thinking
- Banking
- Communication skills
- Customer service
- Data entry
- Document review
- Fraud
- Microsoft office
- Salesforce
- Time management
Timeline
Operations Specialist
Bank of America Merrill Lynch
06.2022 - Current
Customer Service Representative
InfoArmor
12.2021 - 06.2022
Customer Service Representative
AT&T
07.2019 - 01.2021
Customer Service Representative
Illinois Tollway
01.2019 - 06.2019
High School Diploma -
Foreman High School