Summary
Overview
Work History
Education
Skills
Timeline
Generic

Claire Jones

Louisville

Summary

Experienced Client Service Coordinator bringing 14 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.

Overview

15
15
years of professional experience

Work History

Senior Client Service Coordinator

Stock Yards Bank & Trust
07.2022 - Current
  • All of the same duties listed above in my role as a CSC
  • Manage 5 Client Service Coordinators
  • Answer questions, help problem solve, fill in for any Coordinator that is out
  • Participate in misc meetings for Compliance in Private Banking
  • Assist the Director of Private Banking with misc requests

Client Service Coordinator

Stock Yards Bank & Trust
08.2019 - 07.2022
  • Input loan request for my lenders and requested
  • Order all due diligence needed for each individual request
  • Request loan documents
  • Fund loans as closing occur
  • Open/close accounts
  • Wire transfers
  • Misc client request- address changes, online banking maintenance, order checks, etc
  • Answer client phone calls/emails in a timely manner

Executive Assistant to the President

King Southern Bank
06.2010 - 08.2019
  • General banking duties- running a teller drawer, opening accounts, taking deposits, cashiers checks
  • Wire transfers, both domestic and international. Initiate fed wires and wires from our corespondent bank
  • Reconciliation of various GL accounts
  • Ordering all appraisals for the Louisville market
  • Funding loans to the core
  • Creating loan documents via Laser Pro
  • Imaging loan documents and financials to our system
  • Misc duties for the President of the Bank
  • Taking phone calls from clients and assisting any needs they may have

Education

High School Diploma -

Louisville Male High School
Louisville, KY
05-2001

Skills

  • Customer relations
  • Client relationship building
  • Time management expertise
  • Exceptional communication

Timeline

Senior Client Service Coordinator

Stock Yards Bank & Trust
07.2022 - Current

Client Service Coordinator

Stock Yards Bank & Trust
08.2019 - 07.2022

Executive Assistant to the President

King Southern Bank
06.2010 - 08.2019

High School Diploma -

Louisville Male High School
Claire Jones