jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom summary experienced brokerage professional capital one investing responsible reporting forecasting associate customer nps data using statistical analysis strong technical analysis skills passion equity research knowledgeable handling investment client requests including trade reviews corporate actions account transfers deceased account handling stock certificates graduate seattle university master sport administration leadership program highlights finra series 7 license nasaa series 66 license finra series 24 license finra series 4 license crpc designation accomplishments goaloriented selfreliant analytical critical thinking forecasting planning subject matter expert mentor future registered reps studying series 7 exam created strategies rampup new rep development expand customer satisfaction quicker resulting multiple top team awards people manager created comparative value reports help senior unit leaders clearly see level satisfaction client contacts customer service department experience 2016 current 052013 112015 business analyst 4 wheel parts performance centers brooklyn park mn developed organizational change management strategies identified bottlenecks implemented new improved processes policies developed metrics used determine inefficiencies areas improvement tracked analyzed interpreted trends nps data built monte carlo simulator forecast registered rep staffing needs pull reports senior management contact center daily weekly yearly basis trend tracking customer service people manager dow jones lagrange ga comanaged team 1015 associates daytoday work graded team department incentive calls developed managed delivered content training series 7 prep classes created revised investing content one investings education research center received multiple awards team members going beyond expectations created presentations team meetings increase sales metrics organized outside office events team interviewed potential new hires vote whether invite company acted compliance lead information retention washington customer service regularly volunteered weekend coachonduty service center capital built business case redeploy resources customer service stategy consultant 042011 052013 lead customer service supervisor 2010 032011 wesley enhanced living line lexington pa voted supervisor year 2012 highest rated performer peer group coached associates 11 worked brand marketing team update capital one investings web style guide took ownership escalated customers potential customer lawsuits customer satisfaction team completed outbound campaigns communications team high value customers satisfaction retention worked communications coach product department write website content companys retirement platform wrote legal terms conditions companys promotions saved thousands dollars leaving accounts fraudulently detailoriented helped implement key customer service fraud disbursement verification processes exist currently certified behavioral interviewer participated six sigma greenbelt project improve back office deceased account handling customer service associate capital one investing city state completed parttime multiple month rotation communications team work website content revamp revised wrote improved company website terms conditions mobile privacy security margin options general mobile website terms use compliance state federal financial regulators laws added provision general terms conditions confirm customer read entirety document protect companys liability created revised customer service email canned texts line sharebuilder strategic marketing campaigns created revised sharebuilder frequently asked questions product team interviewed new candidates customer service positions worked social media team facebook twitter completed email rotation high scores incentives 032009 072009 production assistant intern 710 espn seattle city state edited audio clips created marketing spots screened phone calls website maintenance uploaded podcasts comanaged radio show hall fame writer john clayton outdoor line former seahawk robbie tobeck ran operations two radio shows intern minimal supervision helped produce outstanding product hospice home multiple clients western washington area 052007 082007 production assistant intern 1380 krko city state radio segment seattle seahawks training camp featuring analysis commentary edited audio met interviewed nfl superstars coaches learned professional conduct standards strategic marketing smallmarket radio relationship building networking super bowl winning coach mike holmgren told supervisor great job training camp reporter first intern history fish radio show daily radio segment 052006 062010 home care aide multiple companies state took care physically disabled developmentally disabled hospice patients education 2007 bachelor arts journalism newseditorial sequence western washington university bellingham wa journalism newseditorial sequence 2010 masters sport administration leadership seattle university seattle wa sport administration leadership skills audio brand marketing business case coach coaching consultant content clients customer satisfaction customer service detail oriented email email fame financial hospice legal marketing market meetings office networking presentations processes radio read relationship building reporter research sales six sigma strategic marketing supervisor supervisor supervision phone website website content writer