PEYTON VICTORIA LEDOUX
La Marque,TX
Overview
8
8
years of professional experience
1
1
Certification
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Work History
Retail Quality Assurance
Wellby Financial
2026.05 - Current
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Complete an audit of a sample of all new accounts and loans on a monthly basis.
- Conduct a review of branch operations by observing and providing feedback of each branch on a monthly basis.
Specialized Accounts Lead
Wellby Financial
2025.03 - 2026.05
- Managed time efficiently to complete all tasks within deadlines.
- Administered IRA account maintenance, beneficiary updates, and required distributions with strict regulatory accuracy.
- Resolved complex client inquiries regarding contributions, rollovers, transfers, and tax reporting requirements.
- Reviewed account activity to identify discrepancies, prevent errors, and correct posting issues promptly.
- Coordinated with operations, compliance, and custodial teams to complete sensitive IRA transactions efficiently.
- Worked with a variety of specialized accounts including IRA's, trusts, deceased accounts, representative payee, and guardianships.
Centralized Support Specialist
Wellby Financial
2023.08 - 2025.03
- Troubleshot software issues across various applications and platforms to enhance user experience.
- Maintained up-to-date knowledge of product offerings, updates, and enhancements to ensure accurate client guidance.
- Provided guidance on beneficiary designations and inheritance rules for IRA accounts.
- Assisted clients with IRA distribution requests, including required minimum distributions.
- Maintained current knowledge of product offerings, updates, and enhancements.
- Assisted clients with IRA distribution requests, ensuring compliance with regulations and timely processing.
Assistant Branch Manager
Wellby Financial
2022.09 - 2023.08
- Identified opportunities to deepen client relationships, enhance client acquisition, and elevate service levels.
- Trained and mentored new employees, contributing to a collaborative and positive work environment.
- Identified opportunities to deepen relationships, increase client acquisition, and improve service levels.
- Trained and mentored new employees, fostering positive work environment.
- Resolved complex problems through collaboration with team members and other branches to enhance overall operations.
Senior Personal Banker
Wellby Financial
2022.06 - 2022.09
- Managed filing systems, client interaction records, and marketing mailing lists to ensure efficient administrative support.
- Guided customers in opening and managing bank accounts and financial products to enhance their banking experience.
- Utilized strong communication skills to effectively explain complex financial concepts to clients.
- Maintained ATM machines within branch location.
- Oversaw maintenance of ATM machines within branch location if applicable.
Personal Banker
Wellby Financial
2021.04 - 2022.06
- Identified potential sales opportunities by analyzing customer needs and recommending suitable banking products or services.
- Crosssold various banking products to new and existing customers to meet their financial goals.
- Analyzed customer needs to identify sales opportunities and recommended suitable banking products or services.
- Crosssold banking products to new and existing customers, aligning solutions with their financial goals.
Retail Assistant Manager
Pleasure Pier
2018.06 - 2021.04
- Coordinated promotions by building displays, organizing merchandise, and directing signage changes to enhance customer engagement.
- Maintained impeccable store, keeping all areas clean, merchandise stocked and shelves faced for optimal presentation.
- Assisted with promotions, including building displays, organizing merchandise and directing signage changes.
- Ensured store presentation by maintaining cleanliness, stocking merchandise, and facing shelves for optimal visibility.
- Managed labor costs through effective demand-based workflow implementation.
Education
Bachelor of Science (B.S.) - Anthropology
University of Houston-Clear Lake
Clear Lake2017-05
Skills
- Risk assessment
- Regulatory Compliance
- Critical Thinking
- Organizational skills
- Quality control
- Project management
- Compliance reporting
- Quality assurance
Certification
Certified IRA Specialist (CIS II)
Timeline
Retail Quality Assurance
Wellby Financial
2026.05 - Current
Specialized Accounts Lead
Wellby Financial
2025.03 - 2026.05
Centralized Support Specialist
Wellby Financial
2023.08 - 2025.03
Assistant Branch Manager
Wellby Financial
2022.09 - 2023.08
Senior Personal Banker
Wellby Financial
2022.06 - 2022.09
Personal Banker
Wellby Financial
2021.04 - 2022.06
Retail Assistant Manager
Pleasure Pier
2018.06 - 2021.04
Bachelor of Science (B.S.) - Anthropology
University of Houston-Clear Lake