Caryss Carpenter
Elkhorn,NE
Summary
Dynamic professional with a proven track record in financial services and customer rapport, notably at Fidelity Investments. Excelled in account management and skills training, enhancing customer satisfaction and team efficiency. Adaptable learner with a technical aptitude, committed to delivering exceptional service and fostering positive outcomes.
Overview
7
7
years of professional experience
Work History
Financial Associate
Fidelity Investments
Omaha, NE
10.2024 - Current
- Handled account operations for customers by setting up accounts, assisting with operations and updating information.
- Navigated resources for plan specific information to better inform participants
- Maintained a professional perspective and kept a level head when encountering frustrated customers.
- Provided excellent service and attention to customers through phone conversations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Barista Trainer
Scooters Coffee Shop
Omaha, NE
04.2022 - 09.2024
- Supported highest standards of conduct and service to support company reputation.
- Evaluated employee progress throughout the course of their training program.
- Collaborated with team members to ensure efficient workflow and high-quality service during peak hours.
- Managed morning rush of customers daily with efficient, levelheaded customer service.
- Collected payments and provided accurate change.
- Maintained calm demeanor during high-volume periods and special events.
Private Nanny
Elizabeth James
Elkhorn, NE
01.2018 - 08.2024
- Ensured physical and social well-being of each child.
- Regulated children's schedules to balance rest, learning and play.
- Administered medication according to parental instructions.
- Assisted with bedtime routines such as bathing, changing clothes or reading stories.
- Facilitated safe, caring and warm environment for children to stimulate development.
- Managed household duties including laundry, grocery shopping or light housekeeping tasks when necessary.
Education
High School Diploma -
Mllard North High/ Homeshooled
Omaha, NE12-2021
Skills
- Skills training
- Account management
- Financial services
- Customer rapport
- Patience and consistency
- Adaptable learner
- Technical aptitude
Timeline
Financial Associate
Fidelity Investments
10.2024 - Current
Barista Trainer
Scooters Coffee Shop
04.2022 - 09.2024
Private Nanny
Elizabeth James
01.2018 - 08.2024
High School Diploma -
Mllard North High/ Homeshooled
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