Open to opportunities

Jovanna Jackson

@jovannajackson

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Client-focused banking professional with expertise in financial services.

United States

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What I'm looking for

I am looking for a role that values client satisfaction and operational efficiency, offering opportunities for growth and development.

I am a dedicated banking and financial services professional with extensive experience in operations management and customer relationship building. My career has been defined by my ability to resolve complex issues and optimize operational processes, ensuring exceptional client experiences. I pride myself on my strong background in remote operations, compliance, and cross-functional collaboration, which has allowed me to lead teams effectively and analyze financial data to recommend tailored solutions that meet customer needs.

Throughout my career, I have held various roles that have honed my skills in customer service excellence, banking operations, and financial analysis. At LPL Financial, I provided high-level administrative support to financial advisors, ensuring timely execution of operational tasks while building meaningful relationships with clients. My experience at TD Bank as a Financial Service Banker allowed me to deliver personalized financial solutions while maintaining compliance and operational excellence. I have consistently demonstrated my ability to engage with clients and resolve inquiries promptly, setting clear expectations and action plans.

As I continue to grow in my career, I am eager to leverage my skills in a challenging environment that values client satisfaction and operational efficiency. I am committed to delivering exceptional service and contributing to the success of my team and organization.

Experience

Work history, roles, and key accomplishments

Associate Admin Solution Consultant

LPL Financial

Feb 2023 - Dec 2024 (1 year 10 months)

Provided high-level administrative support to financial advisors, ensuring timely and accurate execution of operational tasks and exceptional client service. Resolved account notifications, opened investment accounts, and facilitated money movements with precision.

Administrative Support Client Services Account Management Operations Financial Advisor

Contact Center Rep.

TD Bank

May 2022 - Feb 2023 (9 months)

Delivered personalized financial solutions to customers while ensuring compliance and operational excellence. Resolved customer concerns at first contact, verifying identity and safeguarding personal information.

Customer Service Compliance Operational Excellence

Home Preservation Specialist II

Mphasis/Digital Risk (Wells Fargo)

Aug 2020 - Jan 2022 (1 year 5 months)

Supported homeowners by offering solutions for maintaining ownership or exploring alternative options. Analyzed borrowers’ financial situations and recommended loan modifications to resolve delinquencies.

Home Preservation Financial Analysis

Operations Manager

First Horizon Bank

Jul 2019 - Jan 2020 (6 months)

Oversaw branch operations, ensuring compliance and efficiency in teller functions and audits. Supervised and scheduled tellers, optimizing operational workflows during business hours.

Compliance Teller Management Auditing Staff Training

Teller III/Payroll Teller

Capital Bank (First Horizon Bank)

Feb 2019 - Jul 2019 (5 months)

Delivered seamless banking transactions and supported branch operations. Processed cash, check, and transfer transactions with zero discrepancies.

Member Service Rep

Piedmont Advantage Credit Union

Aug 2017 - Feb 2019 (1 year 6 months)

Facilitated financial transactions and supported members with personalized banking services. Processed deposits, withdrawals, and account applications with precision and care.

Member Services Account Processing

Guest Relations

Bank of America Stadium

Aug 2018 - Dec 2018 (4 months)

Provided exceptional customer service to enhance the fan experience during events. Greeted guests warmly and enforced stadium policies to ensure safety and satisfaction.

Customer Service Inventory Management Enforcement

Bank Teller

J.P. Morgan Chase

May 2016 - May 2017 (1 year)

Conducted financial transactions and enhanced customer satisfaction through tailored service. Processed deposits, withdrawals, and electronic transactions with precision.

Customer Satisfaction