Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
WEALTH MANAGEMENT CLIENT ASSOCIATE
Merrill Lynch, Bank Of America
Greensboro, NC
09.2022 - Current
Provided customer service to clients and addressed inquiries via phone, email, or in-person.
Assisted with client onboarding and account openings, including gathering documents and data entry.
Conducted research and analysis of financial products for clients based on their individual needs.
Processed transactions such as deposits, withdrawals, transfers, wire requests and other related activities.
Created reports detailing client portfolios and performance metrics.
Maintained client records by updating account information as needed.
Prepared monthly statements for clients outlining portfolio holdings and performance results.
Researched discrepancies between internal systems to resolve any issues that may arise with client accounts.
MANAGER
Deep Creek Lodge Tubing
Bryson City, NC
04.2022 - 08.2022
Managed and motivated employees to be productive and engaged in work
Set aggressive targets for employees to drive company success and strengthen motivation
Maximized performance by monitoring daily activities and mentoring team members
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success
Accomplished multiple tasks within established timeframes
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Initiated new projects that resulted in increased productivity across all departments.
Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
ACTOR/ATTENDANT/FOOD RUNNER
Great Smokey Mountain Railroad
Bryson City, NC
10.2019 - 12.2021
Operated dishwashers and other kitchen equipment according to safety guidelines
Assisted with bussing tables and cleaning up spills
Delivered correct food items to tables according to order documentation
Provided attentive service and proactively assessed guest needs
Restocked food supplies in kitchen and organized storage areas
Cleaned and sanitized food preparation and serving areas
Garnished dishes and quickly delivered items to customers, minimizing wait times
Trained and mentored newly hired employees to explain process flow and safety procedures
Collaborated well with other food runners to deliver orders accurately.
STORE ATTENDANT
The Chocolate Shoppe
Bryson City, NC
09.2020 - 05.2021
Performed cashier duties such as accepting payments, issuing receipts, and providing change.
Inventoried stock on shelves, restocked items as needed, and removed damaged items.
Operated a Point of Sale system for processing customer purchases.
Maintained cleanliness of store by vacuuming, dusting surfaces, and tidying up shelves.