Summary
Overview
Work History
Education
Skills
Timeline
Generic

Payton Reeder

Vancouver,WA

Summary

WILLING TO RELOCATE

I am currently an employee with Edward Jones Investments. My role as a Branch Office Administrator, has allowed me to hone in on my organizational, problem-solving, and time management skills. Additionally, every day challenges me to operate more efficiently than the last, as our back office and clients are always calling with new and unique questions/scenarios. I enjoy a fast paced environment, with coworkers who consistently bring their A-game to work; nothing makes a professional job more enjoyable than being a part of a hard-working team.

Overview

10
10
years of professional experience

Work History

Office Administrator

Edward Jones
Vancouver, WA
08.2021 - Current
  • Composed correspondence such as letters, emails, memos, reports and other documents.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Answered incoming calls in a professional manner, directed callers to appropriate personnel or department, or took messages as needed.
  • Maintained supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
  • Coordinated and managed daily administrative operations of the office.
  • Greeted visitors warmly upon arrival at the office premises.
  • Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Organized and maintained filing systems, including electronic databases and records.
  • Developed strong relationships with clients through excellent customer service skills.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Assisted in drafting and executing comprehensive business plans for the branch.
  • Established standard processes for branch operations.
  • Implemented preemptive notifications to uphold deadline adherence.
  • Helped clients communicate and process transactions with other professionals, such as life insurance, annuity, tax, brokerage, and retirement companies.
  • Enhanced operational efficiency through advanced CRM system utilization.
  • Received feedback constructively.

Member Advisor

iQ Credit Union
Vancouver, WA
06.2018 - 08.2021
  • Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Provided assistance to other tellers during peak business hours as needed.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Developed strong relationships with customers to ensure repeat business.
  • Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
  • Assisted customers with basic technical issues related to digital banking platforms.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Built and maintained client relationships through quality, personalized interactions.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Processed client-authorized wire transfer requests.
  • Supported call center operations during staffing shortages.

Barista

Dutch Bros
Vancouver, WA
06.2015 - 06.2018
  • Cleaned and sanitized service or seating areas, complying to health protocols and food safety standards.
  • Prepared and served a variety of coffee drinks, including espresso, cappuccino, and latte, adhering to specific recipes and presentation standards.
  • Demonstrated techniques on using multiple beverage machines with new team members.
  • Utilized POS system to receive and process customer payments.
  • Organized workstations efficiently so that tasks could be completed quickly during peak hours.
  • Trained new baristas on coffee-making techniques, customer service standards, and operational procedures.
  • Operated cash registers to process customer payments.

Front Desk Receptionist

Cascade Athletic Club
Vancouver, WA
01.2015 - 01.2015
  • Served guests with enthusiastic, helpful demeanor to promote positive, memorable experiences.
  • Cleaned and sanitized locker room to complete station assignments, wiping down gym equipment and restocking supplies.
  • Answered phones, issued equipment and completed guest check-in.
  • Used POS system to assist with new membership cards, change of address and billing questions.

Education

High School Diploma -

Union Highschool
Vancouver
06-2017

Skills

  • Creative problem solver
  • Responsive to Constructive Criticism
  • Versatile in Changing Environments
  • Mail handling
  • Customer engagement
  • File maintenance
  • Office administration
  • Financial services support
  • Managing office supply inventory
  • Customer relationship management (CRM)
  • Inbound phone call handling
  • Email Drafting and Response
  • Schedule and calendar management
  • Scheduling appointments
  • Processing expenses
  • Time management
  • Document scanning

Timeline

Office Administrator

Edward Jones
08.2021 - Current

Member Advisor

iQ Credit Union
06.2018 - 08.2021

Barista

Dutch Bros
06.2015 - 06.2018

Front Desk Receptionist

Cascade Athletic Club
01.2015 - 01.2015

High School Diploma -

Union Highschool

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Payton Reeder