Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Megan Wheeler

Summary

Action-oriented leader known for strong verbal and written communication, adaptability, and a hands-on leadership style. Proven ability to partner effectively with cross-functional teams and collaborate with leaders at all levels to drive operational success. Skilled in setting priorities, managing multiple responsibilities, and aligning team efforts with organizational objectives. Committed to fostering a collaborative, accountable work environment through open communication, trust, and proactive engagement.

Overview

22
22
years of professional experience

Work History

Supervisor Contact Center

Navy Federal Credit Union
04.2023 - Current
  • Leads a multi-channel team of MSRs across Written Channels, AS, AAS, and Blended Services, providing targeted feedback through call and transcript reviews, one-on-one sessions, and real-time coaching.
  • Partners with Channel Management and cross-functional teams to drive engagement, ensure consistency of Written Channels policies and procedures, communicate operational issues, and have supported hiring strategies for Chat and E-message roles.
  • Guides teams through organizational change initiatives, clearly articulating the purpose and benefits of new policies, procedures and tools to ensure understanding, alignment and successful adoption.
  • Mentors and develops high-performing MSRs by empowering them to reach their full potential and exceed performance goals.
  • Demonstrates strength in time management by effectively organizing, prioritizing, and delegating tasks to ensure timely or early completion of deliverables.
  • Oversees daily operations by leveraging reports, scorecard, and other resources such as Pulse to monitor and analyze individual and business unit results daily, identifying and acting on performance trends to ensure targeted goals are achieved.
  • Additional duties held:

Mentor POC

Engagement Ambassador Champion

Cornerstone Team

POC for Written Channels

Account Services Mentor

Navy Federal Credit Union
02.2022 - 04.2023
  • Aided other MSRs with our manuals, policies and procedures on our Assist Line to support our members.
  • Developed and coached MSRs to become stronger and more efficient in their current role by providing actionable feedback through call review and side by side sessions.

Account Services MSR

Navy Federal Credit Union
12.2019 - 02.2022
  • Respond to member requests by investigating and offering resolutions to concerns with their accounts.
  • Assisted members with their transactions while remaining in compliance with regulations.
  • Reviewed member’s accounts to assess their needs and recommend products and services to benefit them.

Lead Teacher

Cokesbury Children’s Center
05.2004 - 12.2019
  • Practiced curriculum using learning objectives aligned with the most current research in child development and education.
  • Created and carried out lesson plans to ensure positive learning outcomes.
  • Tactfully reported to parents about children’s daily activities, behaviors, and learning goals to make sure their needs were being met.
  • Trained and mentored new employees by demonstrating and supervising the safe and proper care of students and facilities.

Education

AA - Education

Pensacola State College

Skills

  • Proficient in RightNow, Live Engage, Word and PowerPoint
  • Effective verbal and written communication
  • Versatile and adaptable
  • Experience partnering with multiple business units and various levels of leadership
  • Self-Motivated and task oriented
  • Strong time management with the ability to prioritize competing tasks
  • Proven ability to build a positive work environment grounded in open communication and accountability

Accomplishments

  • High Five Award (Q3 2020)
  • SSP for 2021
  • Cornerstone Award (August 2022)
  • SSP for 2022
  • High Five Award (Q1 2023)
  • Supervisor of the Quarter (Q4 2024)

Timeline

Supervisor Contact Center

Navy Federal Credit Union
04.2023 - Current

Account Services Mentor

Navy Federal Credit Union
02.2022 - 04.2023

Account Services MSR

Navy Federal Credit Union
12.2019 - 02.2022

Lead Teacher

Cokesbury Children’s Center
05.2004 - 12.2019

AA - Education

Pensacola State College
Megan Wheeler