Improved operational efficiency with the implementation of new technology solutions tailored to the branch's needs.
Implemented project management techniques to overcome obstacles and increase team productivity.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Implemented sales initiatives that contributed to the branch's overall growth in revenue.
Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
Ensured regulatory compliance by staying current on industry standards and implementing appropriate policies and procedures.
Fostered strong relationships with clients, leading to increased loyalty and repeat business.
Developed effective contingency plans to address potential risks or challenges facing the branch operation.
Increased branch efficiency by streamlining office processes and implementing time-saving strategies.
Senior Branch Office Administrator
Edward Jones
08.2020 - 09.2023
teams up with Financial Advisor to help clients achieve their long-term financial goals
consistently looks for opportunities to connect with clients in effort to deepen and broaden the relationship
Manges multiple priorities in a deadline driven environment
Identifies opportunities to create efficiency and works with FA integrate new strategies and processes in the workplace (SOPs)
On-call Branch Office Administrator
Edward Jones
12.2019 - 08.2020
Create deep, trusted client relationships and empower the financial advisor (FA) within your assigned branch to focus on delivering customized, solutions-based advice to clients with exceptional service
Kindergarten Teacher
Forney ISD
08.2017 - 05.2019
Responsible for fostering the intellectual and social development of children in the first phase of their elementary school experience, or kindergarten
Provides the tools and the environment for students to develop into responsible adults and move on to higher education
Substitute Teacher
Forney ISD
02.2016 - 06.2017
Responsible for instructing students in a variety of classroom topics and courses of instruction as determined by the lesson plan
Maintain classroom control that fosters a safe, positive environment for all students and staff in accordance with all applicable laws and regulations
Succeed in being the substitute teacher that brightened students' AND staff day!
Teller Supervisor & CSR
PlainsCapital Bank
05.2013 - 01.2015
Sets an example of excellence in performance of teller duties such as accepting deposits and loan payments, cashing checks, issuing money orders, handling customer inquiries and closing accounts
Communicates with superiors about policies and procedures, recognizes opportunities for operational improvement, new business prospects and cross selling opportunities, as well as need for administrative support
Plans daily work schedule of personnel so that work is promptly dispatched through the day, and cash counts are made at shift end with long/short properly verified
Helps other branch tellers in the performance of their duties, emphasizing accuracy, awareness of customer needs (cross selling opportunities) in a friendly, but professional manner
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones