Jon S. Email & Phone Number

United States

San Francisco Bay Area

Specialize in assisting companies, particularly in the legal tech, software, and cybersecurity sectors, to acquire Monthly Recurring Revenue.

San Francisco Bay Area

San Jose, California, United States

San Francisco Bay Area

San Francisco Bay Area

•provide general administrative and clerical support including mailing, scanning, faxing and copying to management•maintain electronic and hard copy filing system•open,sort and distribute incoming correspondence•perform data entry and scan documents•manage calendar for Management•assist in resolving any administrative problems•run company’s errands •answer calls from customers regarding their inquiries•prepare and modify documents including correspondence, reports, drafts, memos and emails•maintain office supplies for department

San Francisco Bay Area

Responsibilities:Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the bank's products and services.My main tasks as a Banker/CSSR--receive and count working cash at beginning of shift-identify customers, validate and cash checks-accept cash and checks for deposit and check accuracy of deposit slip-process cash withdrawals-perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency-perform services for customers such as ordering bank cards and checks-receive and verify loan payments, mortgage payments and utility bill payments-record all transactions promptly, accurately and in compliance with bank procedures-balance currency, cash and checks in cash drawer at end of each shift-answer inquiries regarding checking and savings accounts and other bank related products-attempt to resolve issues and problems with customer's accounts-Initiate and open new accounts-explain, advise on and promote bank products and services to customers-Identify referral opportunities and make relevant referrals-Ensure compliance with all internal controls and established policies and procedures

San Francisco Bay Area

As a car rental agent I was expected to not only provide quality customer service, but to sell products,and services as well.I exceeded the company's expectations by averaging a total sales revenue of 30 to 40 thousand dollars on a month to month basis.