Juan Telles
Albuquerque
Summary
Results-driven Retirement Planning Professional with expertise in team collaboration and client service efficiency. Improved decision-making processes by navigating complex regulatory landscapes and delivering effective solutions through strong problem-solving and communication skills. Committed to quality, adaptability, and proactive project management.
Overview
16
16
years of professional experience
Work History
Retirement Specialist
Fidelity
09.2022 - Current
- Provided comprehensive retirement planning support to clients, enhancing their understanding of available options.
- Assisted clients in navigating complex pension regulations, helping them make informed decisions about their options.
- Maintained up-to-date knowledge of regulatory changes affecting retirement accounts and advised clients accordingly.
- Streamlined the retirement application process for clients, ensuring timely and accurate submissions.
- Collaborated with cross-functional teams to streamline processes, improving client service efficiency and response times.
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
People Lead (HR)
Walmart
06.2020 - 07.2022
- Developed training programs for new associates, improving onboarding efficiency and engagement.
- Coordinated cross-functional collaboration to achieve operational goals and enhance productivity.
- Analyzed employee performance metrics to identify trends and drive continuous improvement initiatives.
- Implemented data-driven strategies for continuous improvement in team performance metrics.
- Led change management efforts during organizational transitions, mitigating disruptions and maintaining morale among team members.
- Worked with managers to achieve compliance with organizational policies, providing clarifying information and recommending necessary changes.
Assistant Field Manager
Walmart
03.2018 - 06.2020
- Streamlined communication between management and field staff, fostering a collaborative work environment.
- Managed budget tracking and expense reporting to maintain financial integrity throughout project duration.
- Coordinated effectively with subcontractors to ensure seamless integration of their services into overall project plans.
- Conducted periodic reviews of operational data to identify trends or areas requiring attention or improvement.
- Performed quality control inspections on phases of field operations.
Facilitator
Walmart
07.2016 - 03.2018
- Facilitated training sessions to enhance team performance and operational efficiency.
- Delivered high-quality training sessions, ensuring participants developed a thorough understanding of the subject matter.
- Collaborated with management to identify training needs and develop targeted learning solutions.
- Analyzed feedback data to refine training programs and ensure alignment with organizational goals.
- Developed and implemented process improvements to streamline workflow across departments.
- Provided constructive feedback to participants during debriefing sessions, fostering personal growth and skill development.
Assistant Store Manager
Walmart
06.2010 - 07.2016
- Led daily operations to ensure optimal store performance and customer satisfaction.
- Managed inventory control processes, reducing shrinkage through effective stock management strategies.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Implemented loss prevention tactics to deter thefts while maintaining a welcoming environment for all customers.
- Resolved escalated customer issues effectively leading to improved customer satisfaction rates.
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Analyzed sales data to identify trends, informing strategic decision-making for inventory replenishment.
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
- Collaborated with store manager to develop marketing initiatives that drove traffic and increased brand awareness.
- Delivered consistent sales growth by identifying opportunities for promotions and cross-selling products to customers.
- Oversaw purchasing, sales, and marketing operations to streamline processes.
Education
No Degree -
Albuquerque High
Albuquerque, NMSkills
- Cash flow management
- Retirement transition support
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Multitasking Abilities
- Verbal and written communication
- Relationship building
- Microsoft Excel
- Financial budgeting
- Data interpretation
Timeline
Retirement Specialist
Fidelity
09.2022 - Current
People Lead (HR)
Walmart
06.2020 - 07.2022
Assistant Field Manager
Walmart
03.2018 - 06.2020
Facilitator
Walmart
07.2016 - 03.2018
Assistant Store Manager
Walmart
06.2010 - 07.2016
No Degree -
Albuquerque High