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Customer Service Representative

Location:
Parkersburg, West Virginia, United States
Posted:
November 05, 2018

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Resume:

**

Jessica S. Pontis

304-***-****

***** ** *** ****

Ruffin, NC 27326

ac7l4d@r.postjobfree.com

Objectives

To work and grow in a professional environment where my knowledge and creativity can be utilized.

Career Profile

Detail-oriented, efficient and organized professional with experience in accounting.

Strong analytical and problem solving skills, with the ability to make well thought out decisions.

Excellent written and verbal skills

Excellent time management skills, effective at multi-tasking

Education

Calhoun County High School Diploma

2002

Glenville State College Accounting

2003-2004

Ashford University Bachelors of ArtsAccounting

March 2010- March 2014

GPA 3.6

Experience

07/2017–08/2018 Client Service Specialist

First Citizens Greensboro, NC

Managed revocable and irrevocable trust accounts.

Advise clients of their trust account balances and transfer funds as needed.

Help protect assets and ensure their distribution is according to their wishes.

Disbursing checks and bill payments to pay household bills, making sure the beneficiaries get the assets that the grantor wanted, in a manner where the client would have approved.

Pay monthly fees from each account and make sure the funds were available

Attend weekly meetings including conference calls

02/2009–02/2017 Motor Transport Operator

U.S. Army National Guard Kingwood, WV

Supervise and facilitate safe transport of military personnel

Operate all wheeled vehicles and equipment over varied terrain and roadways.

Perform Preventative Maintenance Checks and Services on all vehicles and identify, correct or report all vehicle deficiencies.

Utilize convoy defense techniques and prepare vehicles for movement.

Deployed to Iraq/Kuwait in support of Operation Enduring Freedom from October 2010 through October 2011.

06/2015 – 08/2016 Trust Administrator

First United Bank and Trust Oakland, MD

Managed revocable, irrevocable, and estate accounts.

Manage properties held within a trust, obtain insurance and keep up with household bills.

Advise clients of their trust account balances and transfer funds as needed.

At home meetings for clients unable to come to the office to review quarterly and annual reports.

Complete monthly, quarterly, and annual detailed statements for trust clients.

Help protect assets and ensure their distribution is according to their wishes.

Disbursing checks to pay household bills, making sure the beneficiaries get the assets that the grantor wanted, in a manner where the client would have approved.

Filing federal and state taxes for the trust itself which has its own identification number.

01/2014 – 06/2015 Tax Professional

H&R Block Morgantown, WV

Compute and prepare individual and corporate tax returns for filing.

Complete monthly, quarterly, and annual bank reconciliations for clients.

Continuously researched tax information to improve my knowledge to better serve clients.

Interviewed each client to obtain additional information on taxable income as well as deductible expenses and allowances.

Utilized tax law handbooks to determine procedures for preparation of unusual returns.

Calculated preparation fees according to the complexity and processing time required for each return.

Critiqued work of coworkers to detect errors in calculations, data entry, or procedures.

08/2012 – 01/2013 Call Center Customer Service Representative

Teletech Morgantown, WV

Answered phones and inquires about accounts for Bank of America.

Resolved problems and maintained databases.

Advised clients of their account balances and transferred funds.

02/2008- 04/2010 Office Manager/Cashier/Pricing Coordinator

Foodland Grantsville, WV

Processed returns and exchanges, issued refunds and credits.

Resolved customer complaints

Balanced sales and receipts, maintained accurate records of transactions

Supervised cashiers and assisted them as needed.

Deposit, tracked and logged coupons, balanced inputs and outputs daily.

Analyzed consumer needs and wants and competition before setting a cost. Factored in the cost of what it takes to develop each product, combining it with demand and marketing.

Skills

MS Office ( Word, Excel, Powerpoint)

Copiers, scanners, Faxes, Multiple telephone line systems

References

Ron Bowes 336-***-****

Amanda McCarty 304-***-****

Christine Sisler 301-***-****



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