Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jazon Polk

Sausalito

Summary

Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.

Overview

10
10
years of professional experience

Work History

Shift Lead

One Medical
11.2021 - Current
  • Train new employees and delegated daily tasks and responsibilities.
  • Respond and resolve customer questions and concerns.
  • Record information, shortages, and discrepancies to keep records current and accurate.
  • Monitor and adjust inventory levels to meet customer needs and demands.
  • Complete stock inventories to identify and address issues negatively impacting controls.
  • Assist in processing of new inventory and disposal of outdated items to keep products fresh and up-to-date.
  • Keep documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
  • Maintain and organize inventory receipts and processed changes to reduce process lags.
  • Collaborate with the procurement team to establish steady supply of inventory.
  • Stock shelves, racks and cases with new or transferred merchandise.
  • Complete inventory accounts to keep records current and promote accurate ordering.
  • Follow orders precisely for correct items, sizes and quantities.
  • Dispose of damaged or defective items or coordinated returns to vendors for covered items.
  • Mentor new hires, resulting in stronger staff development and increased productivity.
  • Publish provider schedules
  • Oversee all things inventory
  • Help manage the office when the manager is out of office and or on PTO.
  • Facilitate office huddles

Universal Banker

First Federal Savings And Loan Of San Rafael
09.2019 - 11.2021
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Opened, closed, and updated accounts for customers.
  • Balanced teller drawers and ATM cash.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.

Teller II

Westamerica Bancorporation
12.2017 - 04.2019
  • Opened accounts with cross sale.
  • products opened.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Prepared, sorted and distributed reports to appropriate branches.
  • Received regional branch recognition award for sales increase.
  • Organized and removed online banking files no longer in use.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Coordinated daily cash reconciliation in high-volume location.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.

Lead Coordinator Assistant ( Summer Internship)

Marin Senior Center
01.2017 - 12.2018
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Answer phone calls.
  • Prepare meals for the seniors.
  • Organize senior field trips.
  • File important documents.

Customer Service Representative ( Summer Internship)

Marin County Housing Authority
06.2014 - 08.2014
  • Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors.
  • Organized, stored and retrieved files to enhance daily operations and support customer needs.
  • Ensured business records were accurate by consistently updating customer information.

Education

High School Diploma - undefined

Upper Lake Union High School
Upper Lake, CA
2016

Skills

    Communication

    Ability to work under pressure

    Leadership

    Adaptability

    Problem solving

    Organisation

    Motivation

Timeline

Shift Lead

One Medical
11.2021 - Current

Universal Banker

First Federal Savings And Loan Of San Rafael
09.2019 - 11.2021

Teller II

Westamerica Bancorporation
12.2017 - 04.2019

Lead Coordinator Assistant ( Summer Internship)

Marin Senior Center
01.2017 - 12.2018

Customer Service Representative ( Summer Internship)

Marin County Housing Authority
06.2014 - 08.2014

High School Diploma - undefined

Upper Lake Union High School

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Jazon Polk