Summary
Overview
Work History
Education
Skills
Certification
Activities
Timeline
Generic

CARLETTA FLEMISTER

San Jacinto

Summary

My objective is to expand my experience within the service industry by having the opportunity to join a team of professionals with a team approach. My several years of client-focused relationship management experience affords me the unique perspective of understanding the need for teamwork and commitment to clients.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Customer Service Technician II

City of Redlands, CA
07.2025 - Current
  • Maintained detailed records of service requests and resolutions in customer management systems.
  • Delivered exceptional customer service through clear communication and empathy during challenging situations.
  • Utilized strong problem-solving skills to identify the root cause of problems quickly and efficiently find solutions.
  • Collaborated with team members to improve overall customer service experience.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Exhibited high energy and professionalism when dealing with clients and staff.

In Home Support Services
06.2015 - Current
  • Assisted clients with activities of daily living, promoting independence and quality of life.
  • Completed regular check-ins and progress reports for each client.
  • Medication preparation
  • Travel to and from appointments
  • Meal preparation
  • Provide companionship

Licensed Relationship Banker

JP Morgan Chase
07.2000 - 10.2022
  • Manage a book of business for affluent clients and proactively review portfolios to make recommendations to help clients meet their long-term financial goals.
  • Active financial licenses include the Series 6, Series 63 and California Life Insurance.
  • Partner with Specialists (Mortgage, Financial Advisors, Business Relationship Managers) to ensure clients have access to expert advice across all financial avenues.
  • Manager on Duty:
  • Profound ability to connect and create relationships with consumer and business clients. Responsible for creating a great customer experience by establishing and managing employee behavioral standards, resolving client concerns, and ensuring operational integrity.
  • Small Business Specialist:
  • Responsible for maintaining in-depth knowledge and experience with small business products, regulations, and localizations to make recommendations to existing and potential clients to assist them in achieving their business goals.
  • Specialize in understanding credit needs and underwriting requirements for small businesses to obtain necessary capital to grow their businesses.

Education

Associates of Science - Business Administration

Mt. San Jacinto Community College

Associates of Arts - Social & Behavioral Science

Mt. San Jacinto Community College

Skills

  • Team collaboration
  • Communication proficiency
  • Branch leadership
  • Customer relationship building
  • Coaching and development
  • Customer empathy
  • Customer needs assessment
  • Documentation and reporting
  • Troubleshooting and diagnosis
  • Software proficiency
  • Problem-solving
  • Customer service excellence
  • Understanding customer needs

Certification

  • California Insurance Agent OIO1273
  • National mortgage licensing system and Registry NMLS No. 669665

Activities

One of my greatest passions is family. Family plays an important role in my life, and I understand the importance of a work-life balance. I would want the same balance and priorities for my workplace.

Timeline

Customer Service Technician II

City of Redlands, CA
07.2025 - Current

In Home Support Services
06.2015 - Current

Licensed Relationship Banker

JP Morgan Chase
07.2000 - 10.2022

Associates of Science - Business Administration

Mt. San Jacinto Community College

Associates of Arts - Social & Behavioral Science

Mt. San Jacinto Community College

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CARLETTA FLEMISTER