Hannah Reyer
Phoenix,AZ
Summary
Motivated finance professional with years of experience. Skilled in building successful relationships and fostering teamwork. Seeking a long-term career to continue personal and professional growth within a company.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Specialist Operations
Charles Schwab
Phoenix, AZ
06.2022 - Current
- Place outbound calls to advisors, clients, and internal staff to ensure accuracy and account security when processing cases
- Build and maintain professional relationships with coworkers and management to enhance knowledge level and productivity through active listening and strong communication
- Engagement Role SME
- Bringing a sense of community and belonging to fellow team members
- Lead team huddles and initiate new ways for our team to learn and build relationships
- Primary for multiple major Billion-Trillion Dollar firms
- Obtained SIE License and continuing education for the Series 7 and 63
- Maintain and progress consistent daily stats by continuously setting new individual goals
- Provide efficient, professional, and detailed work to all advisors and clients while maintaining high numbers and top scores
- Trained multiple team members on processing for high volume firms
Assistant Manager
Elements Massage
Chandler, AZ
06.2021 - 06.2022
- Answered inbound calls and made outbound calls while notating interactions in CRM system
- Conducted interviews to hire new staff
- Responsible for providing feedback to upper management for staff performance
- Developed relationships that lead to long lasting clientele
- Worked with clients to quickly build rapport and find solutions to any concerns
- Scheduled appointments as well as structured staff schedules
- Managed over 600 memberships along with thousands of online profiles
- Processed accounts that were overdue in payments
- Maintained client confidentiality and followed regulations through HIPPA and the CDC
Administrative Advisor
Treehouse Communities
Gilbert, AZ
07.2020 - 06.2021
- Increased customer satisfaction by resolving service issues
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys
- Worked with frustrated customers to understand their needs and provided top customer service to retain their business
- Saved thousands of dollars monthly by implementing cost-saving initiatives that addressed long-standing problems
- Handled 50+ calls per day to address customer inquiries and concerns while maintaining all other day to day tasks/projects
- Resolved conflicts and negotiated mutually beneficial agreements between parties
- Maintained program files, records, databases, and websites to gather research and prepare and submit tenant, county assessor, and sales reports
Sales Associate
Kohl's
Mesa, AZ
11.2019 - 11.2020
- Recommended merchandise to customers based on needs and preferences
- Met or exceeded upselling and credit card sign-up targets on a consistent basis
- Helped customers sign up for loyalty programs and submitted completed paperwork
- Mentored team members in mastering sales techniques to consistently exceed objectives
- Coached team members on security risks and loss prevention to aid in mitigating store theft
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items
- Observed customer behaviors to identify security threats and escalate concerns to supervisors
- Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized, and current
- Used register system to ring up customer purchases, process payments and issue receipts
- Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service, and operational goals
- Retained product, service, and company policy knowledge to serve as a resource for both coworkers and customers
Marketing Specialist
UAMCC
Gilbert, AZ
07.2018 - 11.2019
- Completed in-depth reviews of market conditions and customer preferences for pressure washing products
- Improved advertising efforts by developing blog/website content and posts
- Developed direct mass mailings which resulted in an exponential growth of customer base
- Identified appropriate marketing channels and target customers for campaigns
- Managed and coordinated vendor/partner relationships
- Planned marketing initiatives and leveraged referral network to promote business development
- Maintain and update the external and internal websites
- Strengthened outreach by coordinating events to maximize marketing initiatives
- Used social media platforms to launch a dynamic marketing program
- Drafted and proofread marketing, advertising and website copy that was engaging and successful in conveying branding ideas
Receptionist
Physician's Choice Massage
Tempe, AZ
04.2016 - 05.2018
- Performed various secretarial/clerical duties such as documenting, photocopying, faxing, mailing, and organizing filing system
- Transacted cash and credit card payments from clients
- Liaised with vendors, contractors and professional services personnel to ensure proper processing of orders in alignment with needs and specifications of management
- Scheduled and confirmed patient appointments and consultations
- Compiled and record medical charts, reports and correspondence
- Welcomed visitors by greeting them in person or on the telephone
- Offered appointment information updates and rescheduling to guests
- Assuring the highest standard of customer care and service at all the time
- Maintained a polite, pleasant, and professional demeanor
- Listened, sympathized and resolved complaints from customers
Education
Associate of Arts - Nursing/K-5 Elementary Education
Mesa Community College
Mesa, AZ05.2020
Skills
- High quality client service
- Team building
- Problem resolution
- Relationship development
- Adaptability
- Project Management
- Risk Management
- Self Motivation
Certification
SIE License, 03/04/2024
Community Service
Feed My Starving Children, Mesa, AZ, 04/01/16, Present, Volunteered to package food items for distribution to children in need in other countries. Gained cultural awareness, worked with other volunteers, stayed self-motivated, and kept a pleasant attitude.
Accomplishments
- Charles Schwab You Make A Difference Award
Timeline
Specialist Operations
Charles Schwab
06.2022 - Current
Assistant Manager
Elements Massage
06.2021 - 06.2022
Administrative Advisor
Treehouse Communities
07.2020 - 06.2021
Sales Associate
Kohl's
11.2019 - 11.2020
Marketing Specialist
UAMCC
07.2018 - 11.2019
Receptionist
Physician's Choice Massage
04.2016 - 05.2018
Associate of Arts - Nursing/K-5 Elementary Education
Mesa Community College
Similar Profiles
Jacob BridgesJacob Bridges
Financial Services Representative at Charles SchwabFinancial Services Representative at Charles Schwab
Miranda WithersMiranda Withers
Onboarding and Educational Development at Charles Schwab & CoOnboarding and Educational Development at Charles Schwab & Co
Sterling K. SmithSterling K. Smith
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.
Brady HumbertBrady Humbert
Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.
Alexandra BerryAlexandra Berry
Service Coordinator at Presidential Pools, Spas & PatioService Coordinator at Presidential Pools, Spas & Patio