Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jamie Hernandez

Blacksburg

Summary

Results-driven professional with over 7 years of experience in customer service and team collaboration. Expertise in managing client inquiries, mentoring staff, and maintaining compliance with privacy regulations. Committed to enhancing customer experiences and driving team success.

Overview

12
12
years of professional experience

Work History

Customer Experience Specialist

Principal Financial
Blacksburg
09.2021 - Current
  • Addressed customer inquiries through phone, email, and chat, ensuring timely and accurate responses.
  • Guided customers in selecting appropriate financial products and services to meet their needs.
  • Mentored new hires by providing training and support to enhance their onboarding experience.
  • Maintained confidentiality of customer information in compliance with privacy regulations.

Retirement Specialist

Wells Fargo
Charlotte
09.2019 - 09.2021
  • Assisted in managing retirement accounts for diverse client portfolios.
  • Provided ongoing support for client inquiries regarding account management.
  • Resolved customer inquiries promptly and accurately by providing clear explanations about available services or products.

Service Coordinator Supervisor

Debbie's Staffing Services
Charlotte
05.2014 - 09.2019
  • Coordinated daily operations of staffing assignments and client communications.
  • Oversaw onboarding processes for new staff and ensured compliance with policies.
  • Verified employee hours and calculated wages using payroll software systems.
  • Managed payroll processing for multiple departments and ensured timely payments.

Education

Associate of Science - Accounting and Finance

Rowan Community College
Concord
07-2026

Skills

  • Customer service
  • Data entry
  • Record keeping
  • Multitasking capacity
  • Organizational skills
  • Team collaboration
  • Conflict resolution
  • Spanish fluency

Timeline

Customer Experience Specialist

Principal Financial
09.2021 - Current

Retirement Specialist

Wells Fargo
09.2019 - 09.2021

Service Coordinator Supervisor

Debbie's Staffing Services
05.2014 - 09.2019

Associate of Science - Accounting and Finance

Rowan Community College
Jamie Hernandez