Dedicated professional with a proactive approach and quick learning ability. Demonstrates a strong work ethic and effective communication skills. Committed to contributing to team success and achieving organizational objectives.
Overview
30
30
years of professional experience
Work History
Good4U
Natural Grocers
St. George, UT
10.2025 - Current
Executed daily tasks efficiently to support service objectives.
Collaborated with diverse teams to resolve product-related issues and achieve goals.
Enhanced customer satisfaction by addressing concerns with expertise.
Maintained accurate transactions while performing cashier duties.
Organized tasks effectively to prioritize service delivery.
Stocked shelves to ensure optimal inventory levels and product availability.
Arranged freezer items for improved accessibility and freshness.
Partnered with Dairy/Frozen Manager to complete daily responsibilities.
Associate Banker
Hillcrest Bank
St. George, UT
09.2024 - 03.2025
Collaborated with cross-department teams to deliver integrated financial solutions.
Resolved complex customer inquiries and complaints promptly while ensuring professionalism.
Maintained current knowledge of industry trends, market conditions, and regulatory changes affecting banking.
Educated customers on bank products and services for informed decisions.
Ensured compliance with banking regulations during daily operations.
Resolved customer complaints by providing timely solutions and support.
Supported branch marketing initiatives to enhance customer engagement efforts.
Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
Cash Office
Ross Store
01.2022 - 03.2024
Balanced registers and processed bank deposits for company with over $15 million in annual sales.
Resolved discrepancies in cash transactions promptly and effectively.
Prepared financial documents for management review and analysis.
Stocked shelves with merchandise to enhance product visibility.
Interacted positively with customers, ensuring high levels of satisfaction.
Resolved irregularities by collaborating closely with corporate management.
Conducted interviews for prospective employees, contributing to talent acquisition efforts.
Option Trading
Self-Employed
01.2013 - 01.2022
Executed options trading strategy focusing on Microsoft and Johnson & Johnson in personal account
Office Manager
Island Dental
Chandler, Arizona
01.2004 - 11.2012
Oversaw finances of dental practice, ensuring compliance with regulations and policies.
Managed marketing initiatives to enhance patient engagement and practice visibility.
Handled insurance claims processing to optimize revenue cycle management.
Scheduled client appointments, improving operational efficiency and patient flow.
Responded to patient and doctor inquiries, facilitating timely communication and support.
Trained staff to elevate performance standards and improve service delivery.
Coordinated supply purchases and equipment upgrades for optimal practice operations.
Maintained patient data in accordance with regulatory requirements and company policies.
Training Specialist and Broker
Fidelity Investments
Salt Lake City, Utah
01.1996 - 01.2002
Advised clients on financial products while holding Series 7 and 63 licenses.
Managed 60 to 90 daily calls at financial call center, delivering exceptional customer service.
Conducted training sessions covering financial knowledge and customer service skills.
Collaborated with management to design effective training programs based on needs.
Utilized instructional techniques such as computer-based training and role play for engagement.
Executed administrative tasks, including scheduling guest speakers and maintaining training documentation.