Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
6
6
years of professional experience
Work History
Peer Guide
Fidelity Investments
07.2025 - Current
Coach employees on best practices, providing constructive feedback to support their professional growth.
Effectively complete call monitors and provide crucial feedback.
Mentor new hires, resulting in stronger employee development and increased proficiency.
Health Savings Account Specialist
Fidelity Investments
05.2025 - Current
Adhered to standards of quality and service as well as all compliance requirements.
Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
Tailored communication strategies to match participant preferences, enhancing engagement and information clarity.
Financial Customer Associate
Fidelity Investments
11.2024 - 05.2025
Enhanced customer satisfaction by providing timely and accurate information.
Exceeded KPIs through exceptional communication skills and proactive problem-solving abilities
Participating actively in team meetings sharing insights that contribute to continuous improvement efforts.
Corporate Operations Trainer
Cracker Barrel Old Country Store Inc
05.2024 - 11.2024
Coached employees on effective communication techniques, leading to improved collaboration industry wide.
Cultivated a culture of continuous learning among team members by regularly sharing industry trends and insights relevant to their roles.
Facilitated workshops focused on problem-solving techniques, empowering employees with vital skills necessary for operational excellence.
Ensured compliance with regulatory requirements by conducting thorough assessments of existing policies and making recommendations for improvements when necessary.
Led cross-functional teams in process improvement projects, resulting in streamlined operations and increased overall effectiveness.
Optimized organizational efficiency by streamlining processes for onboarding and training new hires.
Provided coaching and mentoring to employees.
Streamlined onboarding process for efficiency, facilitating smoother integration of new employees.
Key Holder
Cracker Barrel Old Country Store Inc
07.2020 - 05.2024
Managed daily cash handling procedures, ensuring accuracy in transactions and preventing losses due to discrepancies.
Monitored associates throughout each assigned shift and professionally managed any challenges to maintain optimal store performance.
Resolved customer complaints professionally, resulting in increased customer satisfaction and loyalty.
Managed interview scheduling and facilitated communication with candidates throughout the hiring process.
Server
Cracker Barrel Old Country Store Inc
12.2019 - 07.2020
Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Cultivated warm relationships with regular customers.
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Sales Associate
Coach New York
06.2023 - 01.2024
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Helped customers locate products and checked store system for merchandise at other sites.
Provided positive first impressions to welcome existing, new, and potential customers.
Solved customer challenges by offering relevant products and services.