Detail-oriented financial professional with strong expertise in managing member accounts, leading teams, and overseeing sales-floor operations. Delivers exceptional client service while fostering collaboration and achieving positive outcomes. Combines adaptability with sound judgment to provide high-quality financial guidance and drive success in fast-paced environments.
Work History
Starbucks Manager 1
4 Years 5 Months
HMSHost | 03.2022 - Current
Expanded cross-functional capacity through collaboration with departments on priorities and common goals.
Supervised labor costs and departmental expenses to ensure adherence to budget.
Conducted regular meetings with managers to discuss employee performance and training needs, enhancing overall performance through daily activity monitoring.
Maintained professional, organized and safe environment for employees, and kept detailed records of progress to identify and correct areas needing improvement.
Senior Financial Services Representative
3 Years 7 Months
Global Credit Union | 10.2022 - 05.2026
Analyzed financial products to recommend tailored solutions for diverse member needs.
Streamlined account opening processes, reducing turnaround time and improving operational efficiency.
Led customer service initiatives enhancing member satisfaction and retention rates.
Mentored junior representatives, fostering skill development and knowledge sharing within the team.
Conducted regular training sessions on compliance regulations, ensuring staff adherence to industry standards.
Collaborated with cross-functional teams to implement strategic initiatives that drove revenue growth.
Florist
2 Years 1 Month
Safeway | 02.2020 - 03.2022
Quoted, generated and processed customer orders to meet specifications, various occasions, desired date, time and location for each arrangement.
Provided customers with care directions for flower arrangements.
Quoted and processed customer orders, ensuring specifications and delivery requirements aligned with customer occasions and preferences.
Researched design trends and vendor products to integrate fresh concepts into floral arrangements.
Developed spreadsheets in Microsoft Excel for reporting daily, weekly, and monthly sales and inventory data.
Starbucks Kiosk Manager
4 Years 2 Months
Safeway | 01.2018 - 03.2022
Developed and executed merchandising strategies that showcased products through visually appealing displays, enhancing customer engagement.
Showed associates how to improve customer interactions and increase sales with successful communication and consultative strategies.
Maintained high team morale through collaborative leadership, actively incorporating employee feedback and involving team members in key projects.
Trained associates on effective customer interactions and sales techniques using communication and consultative strategies, leading to improved customer satisfaction.
Oversaw merchandising strategies to effectively showcase products with eye-catching displays.
Education
High School Diploma
Auburn Mountainview High School | Auburn, WA | 06-2018
Skills
Operational efficiency
Member service
Customer management
Banking operations
Teller transactions
Account management
Financial services
Cash management
Scheduling staff
Networking
Task delegation
Team collaboration
Time management
Multitasking
Retail operations
Point of sale
Excellent communication
Sales transactions
Inventory management
Relationship building
Customer service
Account management
Safety standards
Accomplishments
Community Engagement and involvement
Recognized for exceptional member service through positive Google reviews and multiple direct commendations from senior executives, reflecting a strong commitment to client satisfaction and service excellence.
Partnered with branch management to streamline operations, resolve complex member concerns, and maintain a high standard of service.
Recognized as a trusted Senior Financial Services Representative and selected to assume increased leadership responsibilities, including independently supporting team operations and providing guidance in the absence of branch management.