Customer Service Wells Fargo
Resume:
Jonathan Simmons Resume
Serving satisfied customers with excellence and integrity for 20+ years
*********@*****.*** 803-***-**** Irmo, SC 29063
OBJECTIVE
• Seeking to add value to your company as an experienced remote customer service representative.
• Served Wells Fargo’s Small Business & Consumer customers remotely for 17 months; Three promotions. PROFESSIONAL PROFILE
• Experienced customer service professional with a commitment to creating satisfied, loyal, repeat customers by understanding and matching their needs and goals with appropriate, beneficial solutions.
• Excel at remote and onsite client relations and customer sales that exceed company standards.
• Proven experience in financial services, with repeat customers asking for me by name.
• Small business manager and owner. Tripled the number of clients and revenue in 3 years.
• Adept at computer software, complex databases, and applications. Skilled with Microsoft software.
• Initiative-taking. Adaptive learner. Proficient in understanding and efficiently utilizing complex systems.
EMPLOYMENT
Personal Banker, Small Business Specialist
Wells Fargo – Lexington, SC
Aug 2021 – Aug 2023
• Excelled at active listening, uncovering, and meeting the needs and goals of every customer I served.
• Gained customer trust by only making product recommendations that would benefit the customer.
• I voluntarily resigned in August 2023 to care for my wife full-time at home after she fell and broke her back. Director of Music and Media – Part-time employment White Rock Baptist Church - Chapin, SC
Aug 2017 – May 2023
• Planned and led weekly worship services, choir music and special music. Designed presentation media.
• I voluntarily resigned in May 2023 to care for my wife full-time at home after she fell and broke her back.
Remote Home Preservation Junior Specialist
Wells Fargo – Remote Workshare
Aug 2020 – Aug 2021
• Assisted call-in customers struggling to make mortgage payments during the COVID-19 pandemic.
• Assessed needs and offered mortgage payment deferment options to help customers keep their home.
• Promoted to advanced phone support queues. Frequently complemented by managers and customers. Remote Small Business Paycheck Protection Program (PPP) Risk Mitigation Wells Fargo – Remote Workshare
Mar 2020 – Aug 2020
• Conducted small business PPP loan application risk-analysis reviews to mitigate fraud.
• Reviewed loan application completeness and legitimacy. Recommended applications that passed analysis.
Personal Banker, Small Business Specialist
Wells Fargo – Columbia, SC
Mar 2018 – Mar 2020
• Excelled at active listening, uncovering, and meeting the needs and goals of every customer I served.
• Gained customer trust by only making product recommendations that would benefit the customer.
Personal Banker, Relationship Manager
Bank of America – Columbia, SC
Dec 2015 – Feb 2018
• Created satisfied, successful small business and consumer customers by assessing needs and goals.
• Only recommended products that furthered the customer’s goals. Always put customers first.
Marketing and Sales Consultant
Acoustical Design – Columbia, SC
June 2013 – Dec 2015
• Marketed Audio/Video/Lighting services to churches, businesses, schools, and individuals.
• Served as customer service liaison during and after the purchase of our services.
Remote Customer Service Manager, Project Manager
FocusUp Ministries, Inc - Non-profit company
Jan 2013 – June 2013
• Remotely presented overseas projects to potential investors and donors.
• Matched donor passions and interests with the best project fit.
• Secured donation software, managed project fund raising and initiated donor follow-up.
Small Business Owner
Above & Beyond Senior Care Services – Columbia SC
Feb 2012 – Dec 2012
• Provided in-home, non-medical Senior Care services to private pay clients.
• Focused on superior client relations, matching client needs with the perfect caregiver for them.
• Managed client relations, office operations, marketing, personnel, budgets, payroll, billing, recruiting, screening, hiring, training, and scheduling caregivers to satisfy customer homecare needs.
• I had to close abruptly when my investor’s worker’s compensation company went bankrupt.
Director of Marketing and Operations
Home Helpers – Columbia, SC
Jun 2009 – Jan 2012
• Provided in-home, non-medical Senior Care services referred by Medicaid, Medicare, and private pay.
• Managed client relations, office operations, marketing, personnel, budgets, determining customer needs, screening, hiring, training, scheduling caregivers, and solving personnel and schedule conflicts.
• Tripled business revenue in 3 years. Grew business to sixty clients and seventy caregivers.
• Left to start my own Senior Home Care agency with investor backing.
EDUCATION
Ben Lippen High School, Asheville, NC. Diploma. Graduated Summa Cum Laude
Columbia International University, Columbia, SC, Bachelor of Arts degree. Graduated Cum Laude.
Moody Aviation, Elizabethton, TN,
Graduated with Commercial Instrument Pilot’s License and Airframe & Powerplant Mechanic’s License
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