Carla B Avila
Tooele
Summary
Dynamic Financial Wellness Consultant at KeyBank National Association, skilled in client education and bilingual communication. Successfully developed personalized wellness plans and conducted impactful workshops, enhancing client engagement. Proven ability to integrate financial strategies with wellness initiatives, driving customer satisfaction and operational excellence through effective management and training programs.
Adept at leading groups and individual coaching sessions to promote wellness. Excellent educator adept at working with people at all skills levels to improve labor work, finances, credit scores.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Wellness Consultant
KeyBank National Association
04.2024 - Current
- Developed personalized wellness plans for clients based on individual health assessments.
- Conducted workshops on stress management and healthy lifestyle choices for diverse groups.
- Collaborated with financial advisors to integrate wellness programs into client financial planning.
- Utilized client management software to track progress and provide ongoing support.
- Connect with clients and their life to figure out the best solution for them.
- Customer service and de-escalation
General Manager
Apollo Burger
01.2018 - 01.2024
- Led operational strategies to enhance customer satisfaction and drive sales growth.
- Managed daily restaurant operations, ensuring compliance with health and safety regulations.
- Developed staff training programs to improve service quality and employee performance.
- Implemented cost-control measures, optimizing inventory management and reducing waste.
- Established performance metrics to monitor progress towards business objectives, driving accountability within the team.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
Education
High School Diploma -
Stansbury Highschool
Tooele, UT05-2019
Skills
- Client education
- Schedule management
- Excel, powerpoint, microsoft word
- Customer service and deescalation
- Banking, Finances, Management
- Bilingual Spanish/English
- Open book, communication and socialism
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved leadership issues which led to more sales, customer outreach and employee satisfaction
- Supervised team of 30 staff members.
- Achieved financial consultant role by introducing finances, advice and great customer service for loan officer, financing and helpful tasks.
Certification
- Licensed Financial Wellness consultant - december 2024
Languages
Spanish
Native or Bilingual
English
Full Professional
Interests
- Crafting and DIY Projects
- Engaging in food photography and sharing culinary creations on social media
- Learning new cooking techniques and expanding my culinary skills
- Dancing
- I like working with my hands and fixing things
- I like looking at the stars and learning about constellations
- Horseback Riding
- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- I enjoy helping others and giving back to the community
- Cooking
- Volunteer Travel
- Backpacking and Hiking
- Gym Workouts
- Watching Movies and TV Shows
- Enjoy hobbies that combine physical activity with outdoor exploration
- Music
- Swimming
- Animal Care
- I participate in a variety of outdoor recreational activities
- Astrology
- High-Intensity Interval Training
- I have a passion for photography and editing photos
Timeline
Financial Wellness Consultant
KeyBank National Association
04.2024 - Current
General Manager
Apollo Burger
01.2018 - 01.2024
High School Diploma -
Stansbury Highschool