Malaya Jackson

• Assist clients with retirement account inquiries while maintaining strict confidentiality of personal and financial information.

• Handle high call volumes while providing prompt and professional customer service.

• Support customers with online account access, password resets, and account troubleshooting.

• Process and communicate customer forms, withdrawal requests, and account updates.

• Provide clear explanations of account information and available services to clients.

• Processed financial transactions including deposits, withdrawals, transfers, and payments.

• Built and maintained strong client relationships while identifying opportunities to recommend bank products and services.

• Managed daily cash balances, including operation of cash recycler and coin machines.

• Maintained accuracy while handling large amounts of currency and confidential financial information.

• Ensured compliance with all banking regulations, policies, and security procedures.

• Verified patient benefits and eligibility for various insurance plans.
• Collaborated with healthcare providers to gather necessary documentation.
• Utilized electronic health record systems for accurate data entry.

• Assisted customers with loan application processes and account inquiries.

• Collected and verified personal information for underwriting review and loan approval.

• Communicated loan decisions, approvals, and denials clearly to applicants.

• Maintained high performance standards while managing large call volumes.

• Assisted with billing questions, payments, and refund requests.