1. Megan Villiers
Easton Commons, OH
megan.villiers@outlook.com
740-788-2000
Skills:
MS Office skills, Oral & written communication, Time management, Analytical skills, Ability to follow guidelines, Self
motivated, Organizational skills, Attention to detail, Problem solving
Education:
Diploma, Granville High School (2010)
Paralegal, Columbus State
Work Experience:
Nationwide Jan 2015 – May 2016
Claims Customer Service Representative
Provide first line customer service contact for claims reporting activity; utilize claims best practices in all activities
Create loss reports by securing information from policyholders, claimants, agents or other parties
Establish the claim master record by direct entry of claim data via computerized claims systems; take manual loss
reports, as necessary
Verify coverage under various policies or policy provisions based on variances of line of state, jurisdiction and
regulatory requirement
Maintain, record and report information as required
PNC Bank Feb 2014 – Oct 2014
Branch Financial SalesConsultant
Responsible for opening checking, savings, CD and credit accounts; advised customers on their finances and
recommended appropriate products for their needs as well as assisted in maintaining accounts; registered through
NMLS with notary designation
Deliver a unique customer experience aimed to improve a customer's financial wellbeing and utilize a variety of
customer interactions, participates in proactive sales and service activities and identify referral opportunities
Ensure proactive sales conversations through internal and outbound interactions with a defined sales process
including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement,
ultimately elevating client loyalty
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established
limits
JP Morgan Chase Apr 2013 – Feb 2014
Financial Services Advisor
Worked in JP Morgan's retail credit card services department by opening credit card accounts, processing credit line
increases/decreases, credit card replacements, fee waivers, setting up auto pay, adding users, and any ot her
additional card maintenance
Take ownership of each customer while empathizing and prioritizing customer needs; Resolve conflicts and manage
customer expectations; determine customer needs and provide appropriate solutions through relationship building
Ensure effective verbal and written communication with both external and internal customers; document customer
account activities thoroughly and concisely; engage in interactive dialogue with customers through active listening
Utilize multiple browsers, multiple tabs, window navigation and instant messenger tools
JP Morgan Chase Jun 2011 – Apr 2013
Teller
Ensure the client’s financial transactions are completed accurately and efficiently; answering questions in person or
on telephone
Assist in customers understanding the technology in the branch and proactively helping them access that technology
via multiple self service channels
Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings
withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds;
Cross-sells bank products by answering inquiries; informing customers of new services and product promotions;
ascertaining customers' needs; directing customers to a branch representative
Victoria's Secret Nov 2010 – May 2011
Sales Associate
2. Worked on the sales floor and interact with guests
Provide key features or benefits of our products
Maintain knowledge of the latest collection releases, markdowns and translate that into product sales through cross
selling