Jacquelynn Ash Email & Phone Number

Kansas City, Missouri, United States

• Opens and processes new deposit accounts and provides information on bank products and services.• Actively sells, cross sells and refers bank products and services to both new and existing customers to meet individual, branch and bank goals either in person, over the phone, or through electronic means.• Actively identifies customer's current and future financial needs by deepening customer relationships, having a strong knowledge of bank products/services as well as involvement in the community as a representative of the bank.• Ensures that the highest levels of customer service are provided by promptly greeting and responding to the needs of customers, whether that be in person, over the phone, or through electronic means.• Identifies, researches and resolves both simple and complex customer service issues and inquiries.• Operates a cash drawer on a consistent basis.Efficiently and accurately processes transactions (deposits, withdrawals, payments, etc.) while maintaining an accurate cash balance and an accurate record of all transactions. Cashes checks within assigned limits.

Smithville, Missouri, United States

Customer-Focused Service: Provided excellent customer service by handling various teller and savings/checking account transactions, including deposits, withdrawals, payments, and addressing customer inquiries.Cross-Selling: Actively assessed customer needs and cross-sold relevant bank services and products, ensuring customers received the best financial solutions.Referrals: Appropriately referred customers to other bank departments for specialized services and products.Cash Handling: Maintained and balanced cash drawer within prescribed limits, accurately counting, receiving, and disbursing cash. Ensured cash drawer variances adhered to Central Bank guidelines.Security Protocols: Demonstrated proficiency in security procedures, including responses to potential robberies, ensuring the safety of customers and colleagues.Documentation: Prepared necessary forms for compliance with the Bank Secrecy Act, ensuring proper documentation from customers and non-customers.

Product Expertise: Developed an in-depth understanding of the ChowNow product, becoming a trusted consultant for prospective restaurants.Data Utilization: Leveraged reports and dashboards in Salesforce to evaluate pipeline and key performance indicators (KPIs).Sales Partner Partnership: Formed a well-coordinated partnership with sales colleagues, contributing to ChowNow's revenue growth.High-Volume Outreach: Conducted consultative discovery conversations with prospective clients through phone calls, driving high-volume engagement to identify potential ChowNow fits.Sales Tools Mastery: Utilized a wide range of sales tools such as Salesforce, Groove, Drift, RingDNA, Chili Piper, etc., integrating them into the ChowNow sales process for maximum effectiveness.Sales Target Ownership: Took ownership of assigned sales targets, leveraging cold outreach techniques to educate restaurant owners about ChowNow's value proposition and generate opportunities for sales partners.

Provided Exceptional Customer Support: Delivered top-notch customer service by actively listening to customer inquiries, resolving issues, and ensuring overall satisfaction with Synchrony Financial's products and services.Handled Inbound Customer Inquiries: Managed a high volume of incoming calls, addressing a wide range of customer inquiries, including account inquiries, billing disputes, and service requests.Adhered to Compliance Standards: Maintained a strong understanding of industry regulations and company policies, ensuring all customer interactions complied with legal and ethical standards.Problem Resolution: Successfully resolved complex customer issues by conducting thorough research, collaborating with cross-functional teams, and providing prompt solutions, resulting in a high rate of issue resolution and customer retention.Product Knowledge: Developed an in-depth knowledge of Synchrony Financial's products and services, enabling effective communication and education to customers on various financial solutions.Efficient Documentation: Maintained accurate and detailed records of customer interactions using CRM software, ensuring a complete customer history for future reference and analysis.Achieved Performance Metrics: Consistently met or exceeded performance goals, including call handling times, customer satisfaction scores, and case resolution targets.Continuous Learning: Engaged in ongoing training and professional development to stay up-to-date with industry trends and improve skills, contributing to personal and team growth.Contributed to Customer Feedback: Actively solicited and documented customer feedback, providing valuable insights for product and service enhancements.