Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Thomas Cox

New Braunfels,TX

Summary

Detail-oriented financial services representative with 12+ years of customer service experience.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Services Representative

World Finance
San Antonio, TX
01.2024 - Current
  • Fostered relationships with new and existing customers through excellent customer service skills.
  • Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
  • Received and posted payments to loan accounts.
  • Cold-called potential clients to discuss available financial products and services.
  • Maintained customer files in an organized manner to ensure accurate tracking of loans.
  • Scanned and uploaded loan and related documents into system.

Teller

Wells Fargo
San Antonio, TX
01.2022 - 01.2024
  • Process standard teller transactions for both consumer and commercial customers, including servicing of accounts
  • Assist customers with various questions and concerns related to their account or banking products
  • Resolve customer inquiries and complaints, documenting and escalating to the next level of authority when appropriate
  • Identify customer needs and send referrals to bankers when appropriate
  • Ensure audit and regulatory compliance by following established policies and procedures.

Food Service Specialist

Allen Tharp
San Antonio, TX
08.2021 - 01.2022
  • Served 500+ basic military trainees meal items in a cafeteria setting
  • Maintained cleanliness of DFAC by performing cleaning duties before, during, and after meal periods
  • Prepared food items and maintained safe food storage practices
  • Ensured compliance with government food safety inspections.

Cashier

Wendy's
Nicholasville, KY
11.2020 - 08.2021
  • Assisted in the preparation of food items according to recipes and instructions.
  • Cleaned kitchen areas, equipment and utensils.
  • Stocked supplies such as food, dishes, utensils, and cleaning materials.
  • Served meals to customers in a friendly and courteous manner.
  • Followed established cash handling procedures when collecting payment from customers.

Medical Break

Medical Break
Lexington, KY
10.2018 - 11.2020

Guest Service Lead I

Pilot Flying J
Georgetown, KY
06.2015 - 10.2018
  • Supervising employees, including performance accountability, training and developing, and delegation of tasks
  • Daily operations of the travel center, including inventory control and adhering to food safety protocols, as well as ensuring audit compliance by following established rules
  • Promoted two times at this job after being commended for exemplary work performance.

Education

High School Diploma -

Pineville High School
05.2014

Skills

  • Financial Transactions
  • Money Handling
  • Customer Relationship Development
  • Complaint Resolution
  • Data Entry
  • Inbound and Outbound Calling
  • Attention to Detail

Certification

Transaction Approver, 09/01/23

Languages

English

Timeline

Financial Services Representative

World Finance
01.2024 - Current

Teller

Wells Fargo
01.2022 - 01.2024

Food Service Specialist

Allen Tharp
08.2021 - 01.2022

Cashier

Wendy's
11.2020 - 08.2021

Medical Break

Medical Break
10.2018 - 11.2020

Guest Service Lead I

Pilot Flying J
06.2015 - 10.2018

High School Diploma -

Pineville High School

Similar Profiles

CREATE PROFILE
Thomas Cox