Wendy Jarboe
Eustace,TX
Summary
Detail-oriented professional with over 30 years of experience in banking and financial customer service. Proven track record of delivering exceptional service and maintaining high levels of accuracy. Seeking to leverage extensive experience in a remote data entry role.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Self Employed Reseller
Country Sass
Eustace, TX
01.2019 - Current
Sell repurposed, upcycled, handmade, vintage, and antique home decor and jewelry through online platforms and a storefront, enhancing customer access to unique items.
Data Entry Clerk
CTL Corporation
Eaton, Colorado
09.2019 - 01.2020
Recorded daily employee hours and expenses in spreadsheet for oil and gas inspection company, ensuring accurate financial tracking.
Energy Sales Representative
Agfinity Petroleum Division
Lucerne, Colorado
07.2018 - 08.2019
I was responsible for acquiring new fuel, propane and oil business as well as maintaining relationships with existing customers in my assigned territory.
Licensed Private Client Banker
JPMorgan Chase
Greeley, CO
04.2009 - 06.2018
Managed professional relationships and provided personalized banking solutions for high net worth clients.
Personal Banker
Wells Fargo
Loveland, Colorado
05.2006 - 04.2009
Conducted financial needs assessments to tailor banking solutions.
Education
High School Diploma -
Dolores High School
Dolores, CO05-1990
Skills
- Customer relationship management
- Issue resolution
- Team collaboration
- Self-motivation
- Problem-solving
- Accuracy and attention to detail
- Excellent communication skills
- Typing accuracy
Certification
Held my Series 6 Security License, Colorado Health and Life Insurance License, NMLA Safe Act Certification, and my Notary Public Stamp while employed with JP Morgan Chase.
Accomplishments
In 2014 I was awarded with a trip to the National Sales Conference in Florida along with a National Achiever Award for being among the top performing 300 bankers nationwide.
Timeline
Data Entry Clerk
CTL Corporation
09.2019 - 01.2020
Self Employed Reseller
Country Sass
01.2019 - Current
Energy Sales Representative
Agfinity Petroleum Division
07.2018 - 08.2019
Licensed Private Client Banker
JPMorgan Chase
04.2009 - 06.2018
Personal Banker
Wells Fargo
05.2006 - 04.2009
High School Diploma -
Dolores High School