Joshua Russell
Los Angeles
Summary
Motivated professional with a strong background in customer-facing roles at JPMorgan Chase, bringing proven experience in service excellence, administrative support, and compliance. Skilled in managing high volume interactions with professionalism and empathy, using CRM systems to stay organized and responsive. Known for building trust with clients, resolving issues efficiently, and maintaining attention to detail in fast-paced environments. Ready to bring strong communication skills and a patient-centered approach to the front office team at UCLA Health.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Security Officer
Allied Universal
Santa Rosa
12.2024 - Current
- Patrolled Cardiac research/developing center. Covering 200,000 square feet of building, including exterior parking lots/parking structure.
- Conducted multiple walk throughs of entire site and labs daily, securing all required doors, verifying lab equipment is in working order, identifying and potential hazards from chemicals and reporting to facilities as needed.
- Communicating all events or incidents to next shift officers/site managers.
- Patrol using site cameras between foot patrols to identify and hazards or trespassers.
- Intake incoming visitors, providing access control badges and verifying ID's, directed incoming calls to appropriate personnel at the site.
Associate / Catering Assistant
Panera Bread
Rohnert Park
12.2024 - Current
- Efficiently processed customer orders and payments through the drive-through window, ensuring accuracy and speed in a high-volume environment. Averaging 100-200 orders daily.
- Operated cash registers and handling transactions, including cash, credit, and debit payments, with a focus on accuracy and security.
- Handled customer feedback and complaints effectively, striving to resolve issues and enhance overall customer satisfaction.
- Coordinated with catering clients to determine menu preferences, dietary restrictions, and event logistics, ensuring all requirements were met. Assisted with $3-5k in catering daily.
- Managed food and beverage inventory, including ordering and restocking supplies as using FIFO (first in, first out) to ensure availability and minimize waste while also preventing food borne illnesses.
- Adhered to health and safety regulations, including proper food handling, sanitation practices, and adherence to safety protocols.
Amazon Delivery Driver
Verity Last Mile LLC
Simi Valley
06.2024 - 11.2024
- Safely and efficiently deliver packages to customers' homes, apartments, or businesses. Averaging 250-350 packages per day.
- Follow routes using GPS systems to optimize delivery times and minimize delays.
- Load and unload & organize packages into delivery vehicles according to the delivery route within allocated warehouse time windows.
- Adhere to all traffic laws and safety regulations while operating delivery vehicles & within Netradyne & Amazon standards.
- Inspect delivery vehicles before and after each day to certify they are in they meet DOT standards and search for any cosmetic/safety defects.
Relationship Banker - Small business specialist / Manager on Duty
JPMorgan Chase Bank N.A.
Van Nuys
10.2022 - 04.2024
- Onboarded/opened average of 5 consumer and 1-2 small business accounts daily. Resulting in 60% credit card applications per week.
- Offer expert advice on a range of financial products and services, including referrals of qualified individuals to partners such as mortgage lending, wealth management, and corporate business banking. Averaged 5-10 referrals each week.
- Effectively exceeded monthly sales targets across all products/services available by consistent sales pitching based on suitability for each client.
- Supervised daily branch operations when needed, maintaining compliance with bank policies, regulatory requirements and conducting risk analysis.
- Serviced and performed maintenance on existing client accounts including but not limited to debit card replacement, signer/beneficiary changes, account settings, etc.
- Resolved complex customer inquiries or complaints promptly and effectively while maintaining a high level of customer satisfaction.
- Utilized in house CRM to manage calendar, set notes and follow up reminders and keep current on all customer interactions.
Sales and Leasing Consultant
Hansel Auto Group
Petaluma
09.2021 - 08.2022
- Facilitated the sale and lease of vehicles by guiding customers through the purchasing process and presenting tailored vehicle options based on their needs and preferences.
- Achieved 15+ closed sales by implementing effective sales strategies and maintaining a high level of product knowledge.
- Developed and maintained relationships with customers, providing exceptional service and follow-up to ensure satisfaction and repeat business and referrals.
- Stayed current with industry trends, market conditions, and competitor offerings to effectively position dealership products and services.
- Utilized CRM to keep current of all customer interactions, notes, set follow up reminders, set appointments, etc.
Associate / Catering Assistant
Panera Bread, Flynn Restaurant Group
Rohnert Park
06.2019 - 09.2021
- Efficiently processed customer orders and payments through the drive-through window, ensuring accuracy and speed in a high-volume environment. Averaging 100-200 orders daily.
- Operated cash registers and handling transactions, including cash, credit, and debit payments, with a focus on accuracy and security.
- Handled customer feedback and complaints effectively, striving to resolve issues and enhance overall customer satisfaction.
- Coordinated with catering clients to determine menu preferences, dietary restrictions, and event logistics, ensuring all requirements were met. Assisted with $3-5k in catering daily.
- Managed food and beverage inventory, including ordering and restocking supplies as using FIFO (first in, first out) to ensure availability and minimize waste while also preventing food borne illnesses.
- Adhered to health and safety regulations, including proper food handling, sanitation practices, and adherence to safety protocols.
Education
High school diploma -
Rancho Cotate High School
Rohnert Park, CA05.2020
Skills
- CRM software proficiency
- Data entry accuracy
- Scheduling efficiency
- Customer service excellence
- Team collaboration
- Attention to detail
- Regulatory compliance expertise
- Problem solving skills
- Risk management strategies
- Cash handling proficiency
- Sales techniques
- Effective communication
- Cross-selling strategies
Certification
- Driver's License
- California life insurance
- Securities Industry Essentials, CRD 7654893, Expiration: 04/30/28
- Series 63, CRD 7654893, Expiration: 04/30/26
- Series 6, CRD 7654893, Expiration: 04/30/26
- Guard Card, Expiration: 01/31/27
Languages
Spanish
Limited
References
References available upon request.
Timeline
Security Officer
Allied Universal
12.2024 - Current
Associate / Catering Assistant
Panera Bread
12.2024 - Current
Amazon Delivery Driver
Verity Last Mile LLC
06.2024 - 11.2024
Relationship Banker - Small business specialist / Manager on Duty
JPMorgan Chase Bank N.A.
10.2022 - 04.2024
Sales and Leasing Consultant
Hansel Auto Group
09.2021 - 08.2022
Associate / Catering Assistant
Panera Bread, Flynn Restaurant Group
06.2019 - 09.2021
High school diploma -
Rancho Cotate High School
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