Remote Customer Support & Data Entry Specialist - Awards-Winning

Jon Weiss

*************@*****.*** İ 904-***-**** (Mobile call/text)

Professional Summary

Highly skilled and result-driven financial sales and service professional with extensive

experience in client relations, investment consulting, and retirement planning. Proven

ability to provide world-class customer service, drive business development, and

exceed performance expectations. Adept at explaining complex financial products,

executing trades, and resolving client inquiries with precision. Recognized for top-tier

performance in call quality, client satisfaction, and business development initiatives.

Work Experience

VyStar Credit Union – Jacksonville, FL

Member Solutions I, Member Services Representative (02/2023 – 03/2025)

• Delivered exceptional customer service to VyStar members, assisting with

account inquiries, loan servicing, and financial solutions to enhance customer

experience and satisfaction.

• Conducted inbound and outbound collections calls to resolve delinquent

accounts, ensuring compliance with credit union policies and regulatory

guidelines.

• Proactively identified opportunities to cross-sell credit union products, including

credit cards, loans, and financial services, driving business development.

• Achieved #1 ranking out of 80 employees in credit card referrals within the

Member Services Department, significantly contributing to revenue growth and

member engagement.

• Managed high call volumes while maintaining superior service quality,

successfully resolving member concerns and fostering long-term financial

relationships.

TD Ameritrade – Southlake, TX

Investment Consultant (06/2020 – 06/2021)

• Provided expert guidance to retail investors, explaining investment options,

market trends, and risk factors while assisting with trade execution and portfolio

management.

• Maintained a top 5% ranking in call quality metrics, demonstrating excellence

in client communication, problem-solving, and regulatory compliance.

• Utilized Series 6, 7, and 63 licenses to advise clients on investment strategies,

retirement planning, and tax-advantaged accounts.

• Assisted clients with trade execution, fund transfers, and complex financial

transactions while ensuring accuracy and adherence to financial regulations.

TIAA – Lewisville, TX

Annuities Consultant (07/2015 – 03/2020)

• Provided retirement planning solutions to investors from non-profit institutions,

guiding them through investment strategies, distribution requests, and financial

wellness options.

• Assisted clients with account management, website navigation, and loan and

distribution requests, ensuring seamless retirement planning experiences.

• Maintained top-tier performance in call quality and client satisfaction,

earning recognition for delivering high-value solutions tailored to individual

financial goals.

• Contributed to business growth by identifying cross-sell opportunities for

retirement products and financial services.

• Ensured compliance with retirement regulations, accurately processing

transactions and educating clients on plan options and tax implications.

Education

Bachelor of Arts in Business Administration

University of Saint Thomas – Saint Paul, MN Graduated: 12/1997

Master of Business Administration (MBA) in Management

Western International University – Phoenix, AZ Graduated: 06/2006

Thesis: "What Would Downtown Phoenix, AZ Need to Become a Model Urban City?"

Skills & Certifications

• Licenses: Series 6, 7, 63, and 66 (Investments & Securities)

• Arizona Real Estate License (inactive).

• Financial Services & Wealth Management

• Retirement Planning & Investment Advisory

• Business Development & Sales Growth

• Client Relationship Management

• Financial Analysis & Risk Assessment

• Call Quality & Customer Satisfaction

• Regulatory Compliance & Industry Standards

• Account Servicing & Collections

Professional Achievements

• #1 in credit card referrals in Member Services at VyStar Credit Union.

• Top 5% in call quality metrics at TD Ameritrade, ensuring client satisfaction

and compliance.

• Consistently recognized for exceeding performance targets in finance sales roles.

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