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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
 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

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Megan Villiers%2c OH

  • 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