Teri Jo Hicklin

904 N. Avenue F/P. O. Box 301, Post, TX 79356

806-790-3225
terjoag55@yahoo.com

Experience:
Kingdom Tire Pros March 2021 – May 2021
Customer Service/Sales
 Responsibilities included working with customers that came into the shop to have repairs done on their
vehicle, writing up work orders, dealing with customer concerns, scheduling work for each mechanic and
making sure they were aware of what was on their schedule for each day and selling goods and services to
the customers.

PHP Agency May 2020 – December 2020

Insurance Agent (Part-time)
 Group 1 Licensed
 Responsibilities included selling life insurance to families, through personal connections and referrals,
completing applications for life insurance and following up with those new customers throughout the year
for more referrals and to make sure they were covered as they needed/wanted.
 Work with families to decrease their debt through a program PHP offers on budgeting, education, and
consolidation.

Concerned Women for America April 2018 – March 2020

Donor Development & Digital Communications January 2020 – March 2020
Donor Development & Fundraising Liaison November 2018 – January 2020
Donor Development (Part-time) April 2018 – November 2018
 Donor Development responsibilities include working with our mid-level donors to thank them for any
donations that they give, talking with donors that call in or email us on the website with questions, working
with the development team to grow our donor base, moving donors from a mid-level donor to a major donor
and researching a new CRM for the company to use to manage our donor and volunteer base.
 Digital Communication responsibilities include posting on social media through HootSuite and creating a
weekly update email in MailChimp that goes out to a distribution list of donors and volunteers.
 Fundraising Liaison responsibilities include being the liaison between senior management and our marketing
vendors and reporting our fundraising efforts to senior management. In this role I was also instrumental in
hiring a new social media vendor from original meeting, contract negotiation and being responsible for what
was presented to senior management for approvals after hiring.

First Baptist Church, Post October 2017 – September 2019

Financial Secretary (Part-time)
 Responsibilities include paying all bills, handling payroll and annual tax reporting for W-2 employees and
contractors, reporting all contributions made to the church in Breeze (a church specific membership and
tithe program), maintaining the budget, reporting to the budget committee in monthly meetings and
compiling quarterly tax filings and payments for the church.
 Proficient in QuickBooks.

Family Heritage Life/Zeal Financial Group September 2017 – April 2018

Insurance Agent
 Series 7, Series 66 and Group 1 Licensed
 Responsibilities included selling supplemental insurance to families, through cold-calling and referrals,
completing applications for supplemental insurance and following up with those new customers throughout
the year for more referrals and to make sure they were covered as they needed/wanted.
Wells Fargo Advisors, LLC January 2008 – September 2017
Senior Registered Client Associate
 Series 7, Series 66 and Group 1 Licensed
 Responsibilities include opening brokerage and retirement accounts, assisting in wealth screening, making
referrals to an attorney for estate planning, maintaining compliance standards for the office and all
paperwork and customer contact in the office, processing unsolicited stock, bond and brokerage CD trades,
maintaining accounts, handling customer calls and training new Financial Advisors and Client Associates.
 2015 – 2017 Assisted management as a liaison between the West TX market and management in San
Antonio. If I could not help, I would send the issue on to my manager for resolution.
 2011 & 2012 Exceptional Service Award, Wells Fargo Advisors
 2009 & 2010 Best Shot Award, Wells Fargo Investments
 2008 Certificate of Excellence for Race for Referrals

Hometown Pharmacy June 2007 – December 2007

Insurance/Pharmacy Technician
 Responsibilities include entering prescription refills, assisting customers, filing insurance claims for
prescriptions, and following up on insurance claims with Medicare and Medicaid.

Wells Fargo Bank Texas, NA August 2006 – May 2007

Branch Manager
 Responsibilities include hiring and firing of employees, problem resolution for employees and customers,
maintaining and implementing compliance standards, ordering supplies, and keeping the building up to
standard inside and out.
 Managing nine employees: Service Manager (1), Personal Banker (1), Lead Teller (1) and Tellers (6), assisting
them in meeting their individual sales goals and assisting customers as needed.

Wells Fargo Bank Texas, NA June 2006 – August 2006

Teller (Part-time)
 Responsibilities include cash transactions, helping customers with minor account issues and purchasing
supplies.

Wells Fargo Investments, LLC July 1999 –June 2006

Registered Sales Assistant
 Series 7, Series 66 and Group 1 Licensed
 Responsibilities include opening brokerage and retirement accounts, maintaining compliance standards for
the office and all paperwork and customer contact in the office, processing unsolicited stock, bond, and
brokerage CD trades, maintaining accounts and handling customer calls.
 2005 “Super User” Recognition for Client Link Application, Wells Fargo Investments
 2005 Best Shot Award, Wells Fargo Investments
 2004 Service Excellence (1st Quarter), Wells Fargo Investments
 2002 Best Shot Award, Wells Fargo Investments

Norwest Bank Texas, NA (formerly Victoria Bank & Trust) May 1997 – July 1999
Customer Service Representative
 Responsibilities included assisting the loan officer with his/her responsibilities, opening accounts,
maintaining accounts and handling customer calls.
 1998 Texas Best, Norwest Bank Texas, NA
 1998 Top Salesperson for Instant Cash & Check promotion, Norwest Bank Texas, NA

Victoria Bank & Trust August 1995 – May 1997

Marketing Assistant
 Responsibilities included operation of the bank’s customer database (MCIF), sending out monthly reports to
the 23 branches detailing their customer activity for the month, printing and distribution of the bank
calendar and other advertising projects.

Education and Training:

 Texas A&M University, College Station, TX, August 1989 - December 1994
o Bachelor of Arts, English
o Bachelor of Arts, Psychology
o Minor in Health
 1991 U.S. Olympic Festival, South Team, Gold Medal Recipient
 1989 – 1994 Texas A&M University Lady Aggie Basketball Team, NCAA Sweet Sixteen 1994