Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Eileen Seidel

Marshfield,WI

Summary

Accomplished Financial Advisor Coordinator at Simplicity Credit Union, adept in analytical thinking and client relations, significantly advanced client progress through strategic planning and exceptional service. Proven track record in implementing successful business strategies, enhancing customer satisfaction, and ensuring regulatory compliance. Demonstrates critical thinking and decision-making skills, focusing on impactful achievements.

Overview

38
38
years of professional experience

Work History

Financial Advisor Corrdinator

Simplicity Credit Union
Marshfield, WI
11.2021 - Current
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Developed and maintained strong client relationships through exceptional service and communication.
  • Ensured compliance with regulatory requirements and adherence to industry best practices.

Assistant Center Manager

CSL Plasma
La Crosse, WI
06.2020 - 10.2021
  • Administered payroll and benefits for center staff, ensuring accuracy and compliance.
  • Assisted customers with account setup, billing inquiries, and technical support.
  • Monitored team performance against established metrics to identify areas of improvement and develop plans for implementation.
  • Created effective business plans to focus strategic decisions on long-term objectives.
  • Resolved escalated customer complaints in a timely manner.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Established partnerships with community organizations to promote center programs and services.
  • Monitored progress by establishing plans, budgets and measuring results.

Operation Laboratory Manager

Marshfield Clinic Health System
Marshfield, WI
12.1986 - 10.2019
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Developed and implemented laboratory safety protocols to ensure compliance with OSHA regulations.
  • Proposed or approved modifications to project plans.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
  • Documented changes or modifications made to laboratory procedures and instruments.
  • Oversaw the day-to-day operations of the lab, including staffing and scheduling of personnel.
  • Created and managed budgets for travel, training, and team-building activities.
  • Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.

Education

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
06-2000

Skills

  • Planning for retirement
  • Retirement needs
  • Decision-making
  • Analytical thinking
  • Customer service
  • Critical thinking
  • Client relations

Accomplishments

  • Leadership training
  • National convention speaker on lean improvements
  • President, Marshfield Silver Laces skating club (12 years)

Timeline

Financial Advisor Corrdinator

Simplicity Credit Union
11.2021 - Current

Assistant Center Manager

CSL Plasma
06.2020 - 10.2021

Operation Laboratory Manager

Marshfield Clinic Health System
12.1986 - 10.2019

Bachelor of Science - Business Administration

University of Phoenix

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Eileen Seidel