Jeanine Gilbert
Combined Locks
Summary
During my current time with LPL, I have redesigned multiple databases and documenting procedures after our broker-dealer conversion to ensure a streamlined process of policy and give confidence to our members that they were out top focus in the wake of uncertain times.
At my time at Wells Fargo I continually focused on furthering my education with the courses they offered by increasing my knowledge in areas that would benefit my customer. I became a "home financing hero" and won multiple awards for top sales teller for 6 consecutive quarters - leading my team to excellence by example.
Overview
13
13
years of professional experience
Work History
Investment Assistant
LPL Financial
Appleton, WI
08.2023 - Current
- Assisted in managing client portfolios and day to day member interactions throughout Community First Financial Advisors.
- Developed comprehensive reports to support investment strategies and decision-making processes.
- Coordinated with financial advisors to ensure timely execution of trades and transactions.
- Streamlined client onboarding processes after a conversion from CUSO financial to LPL financial, enhancing efficiency and compliance with regulations.
Pre School Teacher
Northwest Christian School
Colbert, Wa
01.2022 - 06.2022
- Creative and resourceful in adapting instructional strategies to meet unique student needs. Design positive approaches and proactive interventions advancing learner engagement; academic achievement; cognitive development; and social, behavioral and communication improvements.
- A school dedicated to provide a gospel-centered education for every child
- Contact: Kristen Harvey - kharvey@nwcs.org
Lead Barista
Wake Up Call Coffee
Spokane, Wa
01.2020 - 07.2021
- A dynamic professional with 8+ years established experience of providing support for the Manager in running an efficient, professional, safe, and profitable store.
- Prepare and serve specialty coffee and tea drinks, upselling recommended food and at home products.
- Develop and implement training and development programs for staff as well as promote positive working environment.
- Serving great coffee and service to the greater Spokane Area
- Contact: Reanna Reisinger - 5099517316
Lead Bank Teller
Wells Fargo
Phoenix, AZ
06.2013 - 08.2016
- Established strong credibility with clients by providing accurate information to address concerns regarding their accounts and other bank products, resulting in achieving the highest rate of customer loyalty and retention.
- Provided efficient support to the Assistant Manager in overseeing the day-to-day operations to ensure an efficient and productive business workflow.
- A diversified financial company
- Contact: Kate Marrin - 4806866781
Education
Bachelor of Science - Biblical studies
Moody Bible Institute
Spokane, Wa05.2013
Skills
- Teamwork
- Exceptional Customer Service
- Cash Handling Skills
- Complex Problem-Solving
- Client Relationship Management
Interests
Family Board Games and Events, Taking My Dogs to the Park, Foodie, Music Festivals, Organization
Languages
English
Native or Bilingual
Timeline
Investment Assistant
LPL Financial
08.2023 - Current
Pre School Teacher
Northwest Christian School
01.2022 - 06.2022
Lead Barista
Wake Up Call Coffee
01.2020 - 07.2021
Lead Bank Teller
Wells Fargo
06.2013 - 08.2016
Bachelor of Science - Biblical studies
Moody Bible Institute