Jamaal Darby Email & Phone Number

Fort Mill, South Carolina, United States

Charlotte, North Carolina Area

Received multiple accolades for high ratings.• Ensured that customers arrived safely and timely to their destination while creating customer satisfaction.• Created Excel spreadsheet and maintained files to track mileage, maintenance, and miscellaneous expenses through the Everlance app.• Managed routes through use of Android app technology.• Transported food from merchant to customer's home and businesses• Retrieved, transported, and assembled large catering orders from $150-$1,150

Charlotte, North Carolina Area

• Assisted employees who selected or changed their benefits for themselves and/or family during this time period of 3 months. • Answered questions over the phone regarding multiple types of plans that were offered, while providing navigational support for the website.

Charlotte, North Carolina Area

• Responsible for having knowledge of the laws governing 401k Retirement, Individual, Entity, and Trust accounts.• Responsible for ensuring the accuracy of the information entered into the database for assessing risk of financial entities and fiduciaries that housed the applications for the accounts that have been or approved according to the AML standards set forth by Wells Fargo, and the government guidelines and procedures. • Responsible for having knowledge of Anti-Money Laundering Guidelines per Wells Fargo Bank, N.A.

Charlotte, North Carolina Area

Charlotte, North Carolina Area

• Provided exemplary customer support internally and externally building client relationships for the Retirement and Planning Division• Responded to 50-70 inquiries on a daily basis provided account information, investment options, and assisted with processing transactions; including but not limited to withdrawals, rollovers, mutual fund exchanges and sent out all necessary correspondence• Created research request for Wells Fargo 401 K participants

Charlotte, North Carolina Area

• Created detailed invoices using Microsoft Excel• Made outbound collection calls concerning billing discrepancies• Reconciled and recorded check amounts on daily Microsoft Excel spreadsheets• Audited ledgers and accounting records to ensure accurate information and recordkeeping

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Bachelor’S Degree, Business Administration And Management, General

Associate’S Degree, Human Services, General