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.
Professional customer service expert with strong skills in technical troubleshooting, communication, and problem-solving. Proven ability to support team collaboration and adapt to changing environments, ensuring reliability and results. Skilled in resolving issues efficiently while maintaining high standards in customer satisfaction. Known for excellent interpersonal skills and proactive approach to meeting customer needs.
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.
HCA
In Home Support Services
06.2015 - 03.2025
- 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
- Assisted customers at the counter with transactions, service and account requests
- Customer relationship building
- Coaching and development
- Customer empathy
- Customer needs assessment
- Documentation and reporting
- Maintaining and balancing assigned cash drawers
- Record financial transactions
- Reconcile bank and credit card statements
Certification
- California Insurance Agent OIO1273
- National mortgage licensing system and Registry NMLS No. 669665
Timeline
Customer Service Technician II
City of Redlands, CA
07.2025 - Current
HCA
In Home Support Services
06.2015 - 03.2025
Licensed Relationship Banker
JP Morgan Chase
07.2000 - 10.2022
Associates of Arts - Social & Behavioral Science
Mt. San Jacinto Community College
Associates of Science - Business Administration
Mt. San Jacinto Community College
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.