Skilled Life Coach with 2 years of experience supporting clients in personal goal-setting. Versed in training clients, managing diets and consistently reaching clients weight loss and muscle building needs. Personable and direct approach to self growth with focus on guiding clients toward self-reflection and personal development.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Certified Life Coach
Zoo Gym
Oakland Park , Florida
01.2021 - Current
Helped 100% of clients build profiles while meeting daily goals and specific needs.
Encouraged clients to set and achieve reasonable goals on weekly basis.
Facilitated group sessions and learning discussions to further objectives.
Connected clients with available resources to improve plan success.
Established new relationships while performing daily tasks of onboarding new clients while updating existing clients.
Responsible for weekly changes in performances of clients using numerical data.
Business Banker
Wells Fargo
Fort Lauderdale , Florida
04.2015 - 12.2020
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Maintained up-to-date knowledge of competitors' products.
Reviewed banking products and relationships while analyzing financial strategies to share financial advice with clients.
Assisted in planning portfolio growth through development of business plans in alignment with team goals and consistent with overall objectives.
Partnered with Mortgage, Insurance, loans, financial advisors and other business banking specialists in providing many solutions and options for clients to succeed financially.
Worked with borrowing clients to procure updated financial information on ongoing basis.
Worked with borrowing clients to procure updated financial information on ongoing basis
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
Responded to customer questions and concerns or escalated to supervisor for resolution
Worked with clients to provide competitive commercial banking solutions and retail financing plans
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
Administrative Assistant
Missouri Baptist University
Saint Louis Park, Missouri
02.2009 - 05.2011
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for staff teams.
Sorted and distributed office mail and recorded incoming shipments for corporate records.
Restocked supplies and submitted purchase orders to maintain stock levels
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
Scheduled office meetings and client appointments for staff teams
Edited documents to improve accuracy of language, flow and readability
Created detailed expense reports to facilitate reimbursement for business expenses incurred
Monitored office calendars to plan meetings, activities and travel to maximize productivity
Received and sorted incoming mail and packages to record, dispatch or distribute to correct recipient
Set up conference rooms, technology and materials to facilitate meetings
Recorded meeting minutes to provide historical account of actions, measure progress against strategic plan and drive accountability
Scheduled conference rooms, prepared agendas and maintained calendars to prepare for meetings and events
Contact Manager
Farmers Insurance
Bay Saint Louis, Missouri
04.2007 - 03.2008
Oversaw accurate registration and scheduling of new leads for appointments and adhered to established scripts and procedures.
Analyzed trends and performance data and achieved superior customer satisfaction ratings across team.
Verified fulfillment of contract requirements and developed internal relationships with various teams for coordinated performance.
Led people and achieved results through others and organized and managed multiple projects.
Monitored and reviewed relevant reporting data and produced statistical reports resulting in improved team performance.
Analyzed trends and performance data and achieved superior customer satisfaction ratings across team
Monitored and reviewed relevant reporting data and produced statistical reports resulting in improved team performance
Launched quality assurance practices for each phase of development
Established team priorities, maintained schedules and monitored performance
Defined clear targets and objectives and communicated to other team members
Bank Teller
Barbados National Bank
Bridgetown , Barbados
03.1997 - 04.2000
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Reconciled cash drawer and resolved discrepancies.
Counted and packaged currency and coins.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Provided customer records, account statements and copies of checks.
Sold and cross-sold bank products to new and existing customers.
Turned in excess cash to maintain drawer security.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
Sold and cross-sold bank products to new and existing customers
Counted and packaged currency and coins
Placed orders for customer checks and verified starting numbers
Processed customer transactions promptly, minimizing wait times
Stocked supplies for customers and personal teller station
Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities
Education
MBA - Finance
Missouri Baptist University
St Louis, MO
04.2011
Bachelor of Arts - Business Management And Administration
Missouri Baptist University
St Louis, MO
04.2009
Skills
Goal Setting
Clean driving record
Skill building
Group facilitation
Proficient in Microsoft, Windows and Excel
Well-being understanding
Certification
NASM Certified
American Sports & Fitness Association Group Fitness & Bootcamp Instruction Certified
Timeline
Certified Life Coach
Zoo Gym
01.2021 - Current
Business Banker
Wells Fargo
04.2015 - 12.2020
Administrative Assistant
Missouri Baptist University
02.2009 - 05.2011
Contact Manager
Farmers Insurance
04.2007 - 03.2008
Bank Teller
Barbados National Bank
03.1997 - 04.2000
MBA - Finance
Missouri Baptist University
Bachelor of Arts - Business Management And Administration
Missouri Baptist University
NASM Certified
American Sports & Fitness Association Group Fitness & Bootcamp Instruction Certified