Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
References
References
Timeline
Generic

TIKESHA JONES

Los Angeles

Summary

Customer service professional with extensive experience at Wells Fargo, specializing in account management and client relations. Demonstrated adaptability and attention to detail contribute to high levels of customer satisfaction. Proficient in Microsoft Excel and effective communication, leading to successful sales initiatives and strong client relationships. Consistently recognized for achieving branch sales goals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Member Service Teller

Robert Half and Accounting
Torrance
01.2023 - 04.2024
  • Executed member transactions, including deposits, withdrawals, transfers, and loan payments.
  • Facilitated referrals for all bank products to enhance customer engagement.
  • Managed account openings and closings to streamline customer onboarding.
  • Conducted phone bank transfers for efficient fund management.

Teller

Wells Fargo
DTLA
01.2022 - 10.2023
  • Provided Account Services to Customers.
  • Assisted in Customers Day to Day Banking, Receiving Deposits and Cashing Items.
  • Assisted In Night Depository Commercial Bags.
  • Cross Sold Products to Customers.
  • Assisted in Branch Sales Goals as well as Individual Goals.
  • Demonstrated Outstanding Customer Relations within the Bank Retaining Customer Retention.
  • Helped Assistant Teller Manager, Tellers, and Manager with Administrative Duties and Tasks within the Bank. Included the Vault and Vault Balancing, Shipments, Opening and Closing Branch.
  • ATM Custodian Certified.
  • Maintained and Balanced with Accuracy, My Cash Drawer, Count by Hand.

Teller

Wells Fargo
West Hollywood
12.2021 - 02.2022
  • Provided Account Services to Customers.
  • Assisted in Customers Day to Day Banking, Receiving Deposits and Cashing Items.
  • Assisted In Night Depository Commercial Bags.
  • Cross Sold Products to Customers.
  • Assisted in Branch Sales Goals as well as Individual Goals.
  • Demonstrated Outstanding Customer Relations within the Bank Retaining Customer Retention.
  • Helped Assistant Teller Manager, Tellers, and Manager with Administrative Duties and Tasks within the Bank. Included the Vault and Vault Balancing, Shipments, Opening and Closing Branch.
  • ATM Custodian Certified.
  • Maintained and Balanced with Accuracy, My Cash Drawer, Count by Hand.

CSSR II, Customer Success Specialist II

Wells Fargo
El Monte
01.2019 - 01.2021
  • Guides Customers Through Sales Product Process.
  • Opening / Closing Accounts for Small Businesses.
  • Account Maintenance.
  • Support Agent to other Co-Workers in gathering Documents for their Accounts.
  • Formation Directly Interpersonal Relationship with Customers.
  • Used Expertise Knowledge of specific products to answer and lead Clients to the right channel of Banker.
  • Follow up with Clients about Accounts.
  • Performed other Related Duties As Assigned or Needed within my position and beyond.

Teller

Wachovia Wells Fargo
Red Bank
02.2006 - 11.2013
  • Provided Account Services to Customers.
  • Assisted in Customers Day to Day Banking, Receiving Deposits and Cashing Items.
  • Assisted In Night Depository Commercial Bags.
  • Cross Sold Products to Customers.
  • Assisted in Branch Sales Goals as well as Individual Goals.
  • Demonstrated Outstanding Customer Relations within the Bank Retaining Customer Retention.
  • Helped Assistant Teller Manager, Tellers, and Manager with Administrative Duties and Tasks within the Bank. Included the Vault and Vault Balancing, Shipments, Opening and Closing Branch.
  • ATM Custodian Certified.
  • Maintained and Balanced with Accuracy, My Cash Drawer, Count by Hand.

Education

BA - Accounting & Finance

Kean University
05.2018

AA - Business Administration

Ocean Community College
01.2015

Skills

  • Microsoft Excel, Word, and PowerPoint
  • Outlook and Symitar proficiency
  • Adaptability and collaboration
  • Attention to detail
  • Effective communication
  • Customer service excellence
  • Decision making skills
  • Multitasking ability
  • Problem solving expertise

Certification

Life and Health Insurance, #4083371

Hobbies and Interests

  • I enjoy any self-help book or activity I can do outside of work
  • I try to exercise to keep good energy

References

UPON REQUESTED

References

References available upon request.

Timeline

Member Service Teller

Robert Half and Accounting
01.2023 - 04.2024

Teller

Wells Fargo
01.2022 - 10.2023

Teller

Wells Fargo
12.2021 - 02.2022

CSSR II, Customer Success Specialist II

Wells Fargo
01.2019 - 01.2021

Teller

Wachovia Wells Fargo
02.2006 - 11.2013

BA - Accounting & Finance

Kean University

AA - Business Administration

Ocean Community College

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