Jessica Perlaky

Experience

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  Wabtec Global Services

  May 2006 - Dec 2007

  Global Service Intern

  • Manually adjusted product line codes within Oracle to eliminate general ledger imbalances• Prepared for 2006 Strategic Plan by analyzing and organizing research• Debugged and updated department webpage• Performed marketing tasks such as preparing for conventions and writing proposals• Collaborated with accounting department to balance company lockbox in Oracle/• Applied cash receipts and mailed customer invoices

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  PNC

  Jan 2007 - Nov 2011

  • Used PNC conversation to personalize each interaction with every client, uncover their needs by managing their entire wallet share, and closed each sale by displaying confidence and knowledge in the products• Assisted clients with lending needs by offering Home Equity, Personal, Auto Loans & Credit Cards• Opened new checking/savings accounts, CDs, IRAs, and performed maintenance on existing accounts• Opened and maintained business accounts when business banker was unable to or was out of the office• Performed effective lobby management in order to provide exceptional customer service. Show less • Processed daily bank transactions and operations• Maintained cash reserve and supervised currency shipments• Ensured all ATM proof was complete and accurate each day• Acted as Gallup Champion to peer coach in customer interaction behaviors• New teller trainer• Explained, promoted, and referred products or services to clients• Maintained positive relations with all contacts, customers and potential customers• Resolved problems or discrepancies concerning clients' accounts or profiles. Show less

  • Financial Sales Consultant

    Jun 2008 - Nov 2011

  • Bank Teller

    Jan 2007 - Jun 2008
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  BNY Mellon Wealth Management

  Feb 2012 - Feb 2024

  • Responsible for supervising Private Banking Concierge Group (team of 5 client service representatives)• $1MM signing authority to approve all loan advances and wire transfers (both domestic and international) initiated by Private Banking clients• Main contact for several Private Bankers across the country for assistance with procedures• Prepares all team shift, task and vacation schedules• Included in project teams to develop multiple new processes/systems used by all of Private Banking including, but not limited to, Salesforce, DO/SRM and formal training programs• Assists with reviewing new procedures and creating Private Banking forms• Primary trainer of incoming Team Leads and Managers• Compiles several reports for senior management • Interviews potential new hires • Facilitates weekly team meetings and management meetings• Certified to provide medallion signature guarantees to transfer securities Show less • Responsible for the servicing of the deposit and loan portfolio of consumer and business clients with Private Banking Wealth Management• Provided premiere customer service via phone across all regions from east coast to west coast to clients and Private Bankers• Addressed a variety of client-initiated concerns/questions on a daily basis• Performed tasks including processing wire transfers, loan advances, payments, internal transfers to investment accounts and other banking accounts, address changes, cashier’s checks, stop payments, etc.• Responsible for maintaining a disclosure log to ensure compliance with Regulation E policies for all international and foreign currency wire transfers sent within Private Banking• Primary trainer of new employees and advised junior client service representatives• Member of training committee responsible for developing and updating training manual• Assisted management in group operational tasks such as international wire logs and stop payment maintenance• Acted as primary contact for higher profile/sensitive clients Show less

  • Vice President, Regional Service & Online Support Manager

    Aug 2018 - Feb 2024

  • OLB Client Service Delivery Manager

    Oct 2016 - Apr 2019

  • Private Banking Concierge Group - Team Lead

    Nov 2014 - Oct 2016

  • Private Banking Concierge Group - Senior Client Service Representative

    Feb 2012 - Nov 2014
• 

  Verizon Business

  Apr 2019 - Feb 2024

  Provide support to the Retention, Inbound Demand Center, and Service Fulfillment teams for the Mass Market Wireline space within the Verizon Business Group. Supervising a sales team of 20 representatives who are responsible for growing and retaining small business clients by offering voice, video and broadband products

  • Sr Analyst Operations Support

    Sept 2020 - Feb 2024

  • Sales Supervisor, Business Markets

    Apr 2019 - Sept 2020
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  Verizon

  Feb 2024 - now

  Senior Manager Operations Support

  Leading a team of Senior Analysts to provide field execution to Verizon Consumer Group’s Fios Sales and Service team.