Hi, I’m
Re'Nesha Nunally
Client Services Professional
Port Saint Lucie,FL
Summary
Experienced service and operations professional transitioning from financial management into hospitality and service‑oriented management roles. Brings over a decade of experience in client experience management, operational oversight, scheduling, compliance, and team leadership across financial services, healthcare, and customer support environments. Known for creating welcoming, well‑organized, and high‑trust service experiences while maintaining efficiency, quality standards, and regulatory compliance. Adept at translating business acumen into people‑centered environments that prioritize guest satisfaction, relationship‑building, and seamless operations.
Overview
16
years of professional experience
5
Certifications
4
years of post-secondary education
Work History
Henrietta Johnson Medical CenterWilmington, DE
Community Health Worker
05.2023 - Current
Job overview
- Lead Social Determinants of Health (SDOH) initiative as active liaison between providers and patients. Increasing organizational outreach by 45% within 3 months. Identifying and engaging based on identified needs, while providing effective resources, and producing effective case management techniques to address needs.
- Worked directly with patient treatment teams and participated in care coordination procedures. Addressed patient concerns and provided support to vulnerable demographics.
- Developed and maintained relationships with community partners to build program scope. Counseled patients on health-related topics and lifestyle changes for improved well-being.
- Collaborated with external organizations to coordinate health and social services. Monitored and documented participants' progress toward individualized health goals. Set up community health education and promotion programs to reduce chronic conditions.
WILMINGTON TRUSTWilmington, DE
Wealth Management Client Administrator II
01.2020 - 10.2022
Job overview
- Collaborated with Senior Vice President, Wealth Fiduciary Advisors, Investment Managers, Tax Consultants and CPAs to administer Family Wealth Portfolios.
- Exceptionally servicing Wealth Clients and primary contact for; daily reports and daily Trust portfolio balancing, transaction verification and execution, processing trades executed by Investment managers, creating and presenting various Trust performance reports.
- Problem resolution liaison within delegated authority to identify and mitigate risk, improvise and offer alternative solutions while prioritizing and delivering effective results with urgency to achieve long-term goals.
- Working independently and collaboratively to manage high-volume workload in time-sensitive, results driven corporate environment.
M&T BANK
Relationship Banker
05.2018 - 01.2020
Job overview
- Cultivated strong customer relationships by providing tailored advice and financial services.
- Oversee and conducted various sporadic monthly, quarterly and annual audits while managing teller and vault custodian responsibilities.
- Maintained in-depth product and service knowledge for well-informed customer advice. Analyzed customers' financial information to deliver personalized account guidance.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Successfully completed PPP loan processing project resulting in 87% approvals.
CAPITAL ONE
Credit Wise Floor Supervisor and Brand Ambassador
01.2014 - 01.2018
Job overview
- Supervised & motivated an average of sixty call center associates to meet/exceed key performance indicators by monitoring and assessing performance.
- Collaborating with senior leadership & multi-functional departments to prioritize organizational and client needs with urgency. Held team meetings to gain feedback, provide updates and set policies.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers. Increased brand awareness through event marketing, demonstrations, sales, and brand promotion.
- Liaison for Reconciling Escalated cases while providing efficiency and effective solutions while building trusting customer relationships to support clients immediate and long-term needs.
- Exceeded > 98% monthly Customer Success Resolution goal.
- Maintained/Organized employee schedules, operation reports, conducted employee evaluations with consistent coaching, training & development.
Education
Wilmington UniversityNew Castle, DE
Bachelor of Science from Business Management
01.2024 - 06.2028
Everest UniversityOrlando
Some College (No Degree) from Business Management
Virginia Union UniversityRichmond
Some College (No Degree) from Counseling Psychology
Central High SchoolProvidence, RI
Diploma
06.2006
Skills
- Health Care System
- HIPAA Guidelines
- Public Outreach
- Care Plan Development
- Schedule Management
- Resource Advocacy
- Report Preparation
- Health Coaching
- Motivational interviewing
- Training skills
Accomplishments
- Implemented department wide peer development initiative, increasing department Customer Service quality cumulative metrics by 35%.
- Awarded and Recognized for Implementing an Efficient Data Process - Leadership Development Initiative - Capital One
- Capital One Mission Ambassador – Employee Engagement Liaison
- Awarded for Inclusion and Diversity Initiative by Product Owners
Certification
Certified Community Health Worker
Narcan (Naloxone) - Certified - Delaware State Department of Social Services (DSS)
CPR Certified - 2023
Credit Wise - Trainer 2016-2018
Certification Nationwide Multistate Licensing System (NMLS) - M&T Bank -2019-2022
Notary Republic - Delaware - 2019-2023
Community Health Worker Certification
Division of Delaware State Health and Social Services
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Wilmington University
Bachelor of Science from Business Management
01.2024 - 06.2028
Community Health Worker
Henrietta Johnson Medical Center
05.2023 - Current
Wealth Management Client Administrator II
WILMINGTON TRUST
01.2020 - 10.2022
Relationship Banker
M&T BANK
05.2018 - 01.2020
Credit Wise Floor Supervisor and Brand Ambassador
CAPITAL ONE
01.2014 - 01.2018
Everest University
Some College (No Degree) from Business Management
Virginia Union University
Some College (No Degree) from Counseling Psychology
Central High School
Diploma