Katelyn Toups
Summary
Accomplished Senior Retirement Service Specialist with a proven track record at Edward Jones, enhancing client satisfaction and exceeding 90% in branch surveys through expert retirement planning and interpersonal communication. Demonstrated leadership in regulatory compliance and risk management, alongside proficiency in Salesforce, showcases a strategic approach to financial services and relationship building.
Overview
10
10
years of professional experience
Work History
Retirement Service Specialist
Edward Jones
St Louis, MO
09.2021 - Current
- Participated in ongoing professional development opportunities to enhance expertise in the area of retirement planning and services provision.
- Stayed current with industry trends and regulations, providing up-to-date guidance to branches on their clients retirement plans.
- Provides timely answers, guidance, and support to branch teams
- Risk Leader in handling of sensitive information
- Measured by and exceeds branch surveys required to be over 90% satisfication
Service Specialist
Edward Jones
St Louis, MO
03.2021 - Current
- Improved customer satisfaction by addressing and resolving service-related issues promptly and professionally.
- Assisted in the development of departmental goals and objectives, aligning with overarching company mission and vision statements.
- Consistently met or exceeded performance metrics related to service quality, response time, and customer satisfaction scores.
- Evaluated systems according to predetermined checklist and noted issues.
Branch Office Administrator
Edward Jones
St Louis, MO
06.2019 - Current
- Coordinated schedules and appointments for branch staff, optimizing time management processes.
- Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
- Ensured compliance with company regulations by conducting regular audits of internal documents and records.
Teller Supervisor
MidSouth Bank
Morgan City, LA
05.2018 - 05.2019
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Paralegal Assistant
Joe'l Freeman Lawfirm
Baton Rouge, LA
12.2014 - 01.2018
- Collaborated effectively with legal team members, fostering a positive work environment and increased efficiency.
- Reduced case backlog by efficiently prioritizing and organizing diverse paralegal tasks.
- Increased firm''s efficiency by implementing a digital archival system for easy retrieval of case files and records.
- Enhanced client satisfaction by providing thorough legal research and efficient document preparation.
Teller
Hancock Whitney Bank
Berwick, LA
05.2014 - 12.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Education
No Degree - Accounting And Business Management
L.E. Fletcher Technical Community College
Schriever, LASkills
- Relationship Building
- Leadership
- Salesforce
- Strategic Thinker
- Interpersonal Communication
- Budget Administration
Timeline
Retirement Service Specialist
Edward Jones
09.2021 - Current
Service Specialist
Edward Jones
03.2021 - Current
Branch Office Administrator
Edward Jones
06.2019 - Current
Teller Supervisor
MidSouth Bank
05.2018 - 05.2019
Paralegal Assistant
Joe'l Freeman Lawfirm
12.2014 - 01.2018
Teller
Hancock Whitney Bank
05.2014 - 12.2017
No Degree - Accounting And Business Management
L.E. Fletcher Technical Community College