Customer Service Sales

Location:

Magnolia, TX

Posted:

December 18, 2012

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Resume:

Resumé of: Jessica Vivas

Customer Service, Sales, Banking, Insurance Agent, Admin, Office/clerical Updated Nov 28, 2012

Work Experience

Jessica Ann Vivas

***** ******** ****** **** **.

Magnolia, Texas *************@*********.***

713-***-****

Objective To secure a position with a well established organization with a stable environment that will lead to a lasting relationship. To gain some growth in the financial/ sales/ customer service industry with room for advancement; which will allow me to get the most out of my working experience and to be successful.

Qualifications

I am a Highly Qualified, Experienced and Extremely Versatile in the financial, banking, customer service, insurance and sales industries. Advanced in sales; including inside sales, outside sales, cross-selling and cold-calling. Expert in Customer Service, with that being a major duty in all of my positions for the past 10 years, with 5 years of supervisory experience. I do also possess a Texas Property and Casualty Insurance License, as well as the ability to understand Spanish, as well as speak a portion of it to expand my opportunities with clients.

Summary of Work Experience

[03/28/2012– 05/10/2012] [BBVA Compass] [The Woodlands, TX]

[Branch Associate]

[Providing an excellent, poised, professional and inviting experience for all clients and potential clients including the Spanish speaking community]

-Always provided a positive experience for our clients increasing and exceeding our monthly growth expectations

-Very quickly learned all of BBVA’s practices and policies and was able to begin working a drawer during my second week of training due to my knowledge and experience of the bank’s systems

- Helped increase the branch’s Customer Experience survey percent from 93% to 100%

-Excellent at solving customer issues which allowed customers to quickly know and trust me, helping me to integrate immediately into their known teller team

-Spanish speaking customers were comfortable to handle their business with me due to me understanding Spanish and my ability to speak enough to communicate their needs

-Helped customers access their lock boxes

-Large Cash handling

[02/21/2012 – 05/10/2012] [Patricia Cooper Insurance Agency] [Magnolia, TX]

[Agent/ Customer Service Representative]

[Providing an excellent, poised, professional and inviting experience for all clients and potential clients]

-Always provided a positive experience for our clients that made them feel like family increasing retention and referrals

-Very quickly learned all of our companies (appointments) to be able to service all customers in all needed ways with all of our companies, being Independent agents we use 20 different companies to keep our clients with the lowest possible rates.

- I am very excellent at cross-selling to the clients to also write their auto, life, and commercial insurance needs and well exceeding my Producer Agreement amount of $10,000 in new business.

-Excellent at solving customer issues, processing changes or issues that they have with their policies

-I was the main Customer Service Representative but always sold new business and cross-sold to current clients helping this year to be the largest growth that the agency has seen

-I also went out to meet clients to Network to expand the business

-Agency had their best months ever in new premium and policies written while I was an Agent

-I still receive referrals for new business from previous clients due to professional service and great rates

[7/6/2011 – 2/14/2012] [Stokes Insurance Agency] [Magnolia, TX]

[Agent/ Producer/ Customer Service Representative]

[Providing an excellent, poised, professional and inviting experience for all clients and potential clients, my main goal is to provide a positive experience for our clients that will help customers succeed financially and to give them piece of mind by providing the affordable insurance needs for their families]

-Obtained my Property and Casualty General Lines Insurance License after only 1 month of working at the company

-Worked Net Quotes everyday to sell home, I am very excellent at cross-selling to the clients to also write their auto, life, and commercial insurance needs.

-Excellent at solving customer issues, fixing any changes or issues that they have with their policies

-I was the main Customer Service Representative before moving to Sales, Marketing and Networking allowing me to learn all of our companies to efficiently and successfully write policies and exceed my personal premium requirements.

-I also went out to meet clients to Network to expand the business; Company had their best months ever while I was an Agent

[2/9/2011 – present] [Northern Trust Bank] [The Woodlands, TX]

[Client Services (Administrative/Receptionist)]

-Front desk reception/administration, incoming calls, coordinating client and partner meeting for trust and various other wealth management services, responsible for catering for large groups of clients

-Processing teller transactions, large cash handling, responsible for balancing a cash drawer daily

-Assistant clients with their account needs and maintenance, processing check orders

-Receive and process vendor services and accounts payable

-Monthly audit completion particularly in regards to American Express

[11/17/2010 – 2/6/2011] [Farmers Insurance] [Houston, TX]

[Sales and Customer Service Representative]

[-I drove business that propelled my Agent to a Top 100 agent; as well as grew the business with my outside sales abilities, cross-selling abilities, and marketing abilities. Due to the volume of premium and my Book of Business, my agent was able to open an independent office]

-The experience prepared me for licensing and moving to larger Independent Agencies with multiple company appointments and larger books of business

[11/04/2009 – 11/16/2010] [First National Bank] [The Woodlands, TX]

[New Account Representative/ Teller]

[Open new accounts for consumer and business customers to fit their budgetary and banking needs]

-Cross sell services while profiling the customer to assess their banking needs and find ways that we round out their financial profiles.

-Set up new accounts, check orders, debit card orders and all consumer banking services

-Business development as needed including business checking accounts, refer small business loans and other services such as web-banking and remote deposit that give the customers convenience and ways to make their businesses run smoothly.

-My main goal is to provide a positive experience for the customers that will help customers succeed financially.

-Teller activities include cashing checks; Process deposits and change orders; Balances cash drawer ensuring accuracy; Cross sells services and of course, a vast, working knowledge of cashier operation]

[8/5/2009 – 11/3/2009] [Farmers Insurance] [Houston, TX]

[Sales and Customer Service Representative]

[I drove business as I learned Farmer’s systems and provided excellent customer service to propel my supervisor to Agent status]

[08/05/2009 – 11/03/2009] [Magnolia ISD] [Magnolia, TX]

[Substitute teacher for all Magnolia ISD campuses and grades]

[- I am currently still an active substitute

- Substituted in many different campuses throughout the district – Elementary, Middle Schools, and High Schools

-Substituted in Life Skills classes with Special Needs children; teacher kept my information to call me directly when substitute was needed instead of submitting through the entire substitute assignment system ]

[08/14/2006 - 08/04/2009] [Wells Fargo Bank] [Magnolia, TX]

[Lead Teller]

[Lead Teller: Provide great service, help customers succeed, and be a Team leader. Lead Tellers work in a challenging, fast-paced environment. My main goal was motivating the tellers and others around me to work efficiently for the customer's satisfaction; as well as finding excellent ways to improve their relationship and banking experience with us. I always created fun and interesting ways to train and cross-train tellers and other lead tellers, as well as to help maintain an upbeat, productive work environment. Assist tellers in their transactions and giving overrides as needed. Large cash handling in my own drawer, as well as the vault and ensuring that all tellers are in balance every day.]

-Greeting customers and making them feel welcome, as well as catching up with those you see regularly

-Processing transactions for customers to help them manage their finances

-Finding ways to make financial services more convenient for customers, such as helping them sign up for online banking services

-Recommending additional products and services to meet customers’ needs

-Referring customers to your Wells Fargo partners

-Manage others to meet daily, monthly, and quarterly sales goals as individuals and as a team.

-Regularly went to offsite meetings with clients for new clients and new accounts

-Safe Box operation at 2 of my 3 branches

[04/14/06 - 08/01/06] [Manuspec Co, Inc.] [Tomball, TX]

[Sub contractor]

[Warehouse work involving heavy lifting]

-Measuring and mixing chemicals and oils to ensure the highest quality product

-Operate large mixers and distributing machines for packaging and shipping orders

- Customer Service calls and Sales calls as well

[05/15/04 - 04/10/06][Wal-Mart Stores] [Tomball, TX]

[Bakery Lead, ICS associate, Apparel Sales Floor Associate]

[Bakery Lead - Supervising others and their work; as well as delegating duties to bakery employees to ensure a clean and productive bakery. Placing orders to keep shelves well stocked, as well as frying and glazing donuts and cake decorating to fulfill customer orders.]

-Inventory Control Specialist - work on a team to ensure back room is organized, well stocked and prepare products to be stocked on the sales floor. Maintain well stocked shelves with new products rotated in and out for customer satisfaction. Build displays and features for seasonal items as well as high performing products.

-Apparel Sales Floor Associate - Greet and assist customers in their apparel and accessory purchasing needs. Stock clothing items in all departments and clearance items as needed. Assist customers in dressing rooms, as well as phone operating for customer and employee calls. Make announcements to promote sales items and CODE ADAM announcements for missing children in the store. Also performed cashier duties as needed to help the front end have a smoother and quicker process for the customers. This included cash handling as wells as customer service and expediency.]

Languages

[English; Spanish - high proficiency in understanding, high proficiency

Reading and writing, medium proficiency in oral communication]

Education

[8/28/06 - present] [Lone Star College Montgomery] [The Woodlands, TX]

[Psychology & Finance]

References

[Patricia Cooper – Owner/ Agent Patricia Cooper Insurance Agency Phone: 281-***-****]

[Becky Glass – Agent Patricia Cooper Insurance Agency Phone: 713-***-****]

[Edna Jefferson – Lobby Operations Manager Northern Trust Bank Phone: 281-***-****]

[Jennifer Rauch – Former Wells Fargo manager, student Phone: 281-***-****]

[Jenny Vivas - Farmers Insurance Agent/ Realtor/ Loan Officer Phone: 281-***-****]

[Olivia Fett – Teller Wells Fargo Bank Phone: 936-***-****]

[Donald Crosby - Marketing Manager for Community Coffee Phone: 281-***-****]

[Kathy Haarde - New Account Rep/ Teller First National Bank Phone: 281-***-****]

[Linda King - Dept Manager Lowes Stores Phone: 281-***-****]

[Alex Colindres - Pool Tech Residential and Commercial Phone: 281-***-****]

Extracurricular

[Contributions to United Way of Houston, ASPCA, St. Jude Research Hospital, March of Dimes, American Lung Association, World Wildlife Fund, International Fellowship of Christians and Jews, Regularly volunteer at my family’s church as well as my in-law’s church, Participation in Food Drives, Luncheons, and sponsoring needy families during the holidays at our churches ]

Activities

[-March of Dimes contributor & walker every year for myself and for my previous employers, National Honor Society, Student Government, Psychology Club, Dean’s List]

- [6/21/2010 - 6/25/2010] Teacher for the 2-year old ‘yearlings’ at Saddle Ridge Ranch vacation bible school of Fairfield Baptist Church Cypress, TX]

Awards received/ Licenses

[Property and Casualty General Lines licensed insurance agent through the Texas Department of Insurance as of 08/16/2011]

[Who’s Who Among American High School Students -2001]

[Wells Fargo Presidential award - 1st quarter 2008, 2nd quarter2008, 4th quarter 2008, 1st quarter 2009, Wells Fargo Elite award 2nd quarter 2009]

[LoneStar College Montgomery Dean’s List student – Fall 2009]

Job Interests

Desired Salary: $13.00/ hr

Job Types(s):

Administrative / Clerical

Accounting / Finance

Industry(s):

Banking / Finance

Employment / Staffing

Employment Type:

Job Location(s):

Conroe / Lake Conroe

Tomball / Magnolia

Oak Ridge / Shenandoah

Contact Information

Jessica Vivas

Phone: 713-***-****

Profile:

Jessica Vivas

Registered: Oct 09

Online:

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