Customer Service Sales
Resume:
Jessica Beattie
*******.*********@*****.***
Palm Bay, FL 32907
ACADEMICS/CERTIFICATIONS:
Bachelor’s degree in Business Administration: Accounting
Florida Institute of Technology - Graduated May 5th, 2018
Master of Business Administration: Accounting and Finance
Florida Institute of Technology– Anticipated Graduation Date of December, 2019
Notary, State of Florida
Targeted for Leadership Development at Bank of America and SunTrust Bank
COMPUTER/OFFICE SKILLS:
Proficient in Microsoft (Word, Excel, Power Point), Outlook and People Soft
Highly efficient with office machines; copiers, faxes, printers, and scanners
PROFESSIONAL SKILLS & ABILITIES:
Highly professional demeanor with positive attitude and excellent service standards
Results-oriented, innovative, and highly accurate with sense of urgency
Self-motivated leader and with ability to mentor others
Good judgment and discretion
Excellent oral and written communication
PROFESSIONAL BACKGROUND:
Budget & Security Manager - Florida Institute of Technology, Melbourne FL (February 2014 – present)
Responsible for budget development and reconciliation within monthly target to annual budgetary guidelines
Facilitate security payroll distributions and disseminate final approval for pay period allocations
Oversee, coordinate, and implement campus events and corporate sponsorships
Assist in management of over forty employees, four supervisors and directly manage four dispatchers and administrative personnel.
Oversee schedule, overtime coverage, and coordinate third-party billing in conjunction with staffed events and regular rotating coverage
Analyze and manage expense proposals for operating account balances and responsible for maintaining accuracy
Analyze and manage revenue projections; reconcile with annual projections; and financial reporting
Teller Manager II – SunTrust Bank, Melbourne FL (March 2012 – February 2014)
Worked closely with management to develop strategies and train team to achieve sales and strategies
Tracked and created appropriate reports for following status of sales, employee development, customer retention, risk assessments and fraud prevention
Developed daily, weekly and monthly schedules for employees to target with the projected traffic flow and banking center platform and teller staffing projections
Participated in hiring interviews and performance reviews of all staff
Responsible for facility requests and ordering of supplies for banking center and daily cash needs to projection reports and inventory logs.
Maintained compliance with regulatory and state standards regarding fraud, risk assessment, account maintenance, lending specifications and regular cash balancing reports.
Managed employees with creation and termination of accounts, loan underwriting and vault cash balancing; established procedures to maintain compliance.
Personal Banker IV – Bank of America, Merritt Island FL (July 2010 – March 2012)
Organized and implemented major sales events, sales training and meetings with staff
Tracked SharePoint sales to individual goals within target of branch funding goals and created cash forecasting for daily vault needs
Responded to customer service issues with first line of resolution and override authority up the $25,000 discretionary threshold.
Participated in development and maintenance of Business Contingency Plan
Modeled a branch team partnership to test audit local banking centers to ensure compliance market wide.
Responsible for accounting and financial analysis of commercial and residential accounts
Worked with liaisons for treasury and merchant services commercial referrals
Personal Banker – Bank of America, Charlotte NC (October 2006 - July 2010)
Responsible for growth of profitability and tracking of sales to target retention goals
Managed account documentation for fraud prevention, loan underwriting, signature authorities, domestic and international wire transfers and supportive compliance and retention materials
Resolved customer service complaints and escalated concerns through the appropriate channels
Participated in development of sales strategies and coached staff to proficiency in team leader meetings
Created regular portfolio reviews and paired with funding initiatives
Proficient with client need-based conversational framework and how to overcome obstacles with recommended products
Tailored client’s’ accounts to monitor appropriate banking fees with available account balances and recommendations for future savings goals.
Office Manager – Paul Arpin Van Lines, Merritt Island FL (August 2004 – October 2006)
Billed and managed inventory on monthly storage for active clients and collections accounts
Booked and maintained sales schedules for estimates and deliveries
Managed accounting and payroll supportive documentation
Created file templates in preparation to bid and estimates
Performed quality assurance calls to analyze service to standard
Provided support to executive management and responsible for managing two administrative assistants
Contact this candidate