Rhys Kennedy
Folsom,CA
Summary
Hardworking and passionate job seeker with strong organizational skills, eager to secure a position that aligns with my goals. I am prepared to contribute to team success and support company objectives. Seeking a full-time position that presents professional challenges where I can apply my interpersonal, time management, and problem-solving skills effectively
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life
03.2023 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Generated detailed financial reports to keep both clients and management informed of account status and progress towards goals.
- Collaborated with cross-functional teams to develop innovative financial products tailored to diverse client needs.
Sales Development Manager
We-Bridge LLC.
10.2022 - 01.2023
- Analyzed sales data to identify opportunities for improvement and created action plans to capitalize on those opportunities.
- Aligned sales strategies with company objectives to drive overall business growth.
- Collaborated with sales, marketing and other internal teams to meet shared goals.
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
Local Sort Supervisor
United Parcel Service, UPS
01.2022 - 04.2022
- Enhanced team productivity by providing regular training and performance feedback.
- Maintained a clean, organized work environment conducive to efficient operations and worker safety.
- Decreased workplace accidents, enforcing safety protocols and conducting safety meetings.
- Conducted performance evaluations for team members, identifying areas for improvement and growth opportunities.
- Optimized resource allocation for better utilization of personnel and equipment.
- Improved operational efficiency by implementing new sorting processes and procedures.
Medical Receptionist
Dr. James Yee ENT (Private Practice)
06.2020 - 09.2021
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographic, and health history to keep information current.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
- Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
- Enhanced patient satisfaction by efficiently managing the front desk operations and addressing inquiries in a timely manner.
- Assisted healthcare providers with administrative tasks, enabling them to focus on quality patient care.
Salesperson
Bark Avenue Pet Supply
08.2019 - 05.2020
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Engaged customers in social conversations to create pleasant and easy shopping experience.
- Listened to clients and introduced solutions to satisfy business and personal needs.
Host/Busser/Food Runner
BJ's Brewhouse
08.2017 - 05.2018
- Handled high-pressure situations with composure, effectively managing large parties or unexpected events during busy shifts.
- Answered customer questions about hours, seating, and menu information.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Provided exceptional customer service by attentively listening to guest needs and promptly addressing any concerns or issues.
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
- Contributed to team success through effective communication and cooperation with coworkers and management.
Education
Bachelor of Science - Social Sciences
University of Oregon
Eugene, OR2022
Skills
- Teamwork
- Problem Solving
- Time Management
- Communication
- Retirement planning
- Cash Management
- Risk Management
- Sales and Marketing
- Financial Services
- Front Desk Operations
- Telephone Etiquette
Certification
Series 6 - Investment Company and Variable Contracts Products Representative
SIE - Securities Industry Essentials
Google Data Analytics Certification
Additional Information
Athletics - I am an athlete who has played many sports over my lifetime, with the most recent being Rugby for the University of Oregon
Timeline
Financial Services Professional
New York Life
03.2023 - Current
Sales Development Manager
We-Bridge LLC.
10.2022 - 01.2023
Local Sort Supervisor
United Parcel Service, UPS
01.2022 - 04.2022
Medical Receptionist
Dr. James Yee ENT (Private Practice)
06.2020 - 09.2021
Salesperson
Bark Avenue Pet Supply
08.2019 - 05.2020
Host/Busser/Food Runner
BJ's Brewhouse
08.2017 - 05.2018
Bachelor of Science - Social Sciences
University of Oregon
Similar Profiles
Joe MartinezJoe Martinez
Financial Services Professional at New York LifeFinancial Services Professional at New York Life
Neta KluznerNeta Kluzner
Financial Services Professional at New York LifeFinancial Services Professional at New York Life
Austin PetersonAustin Peterson
Financial Services Agent at New York LifeFinancial Services Agent at New York Life
Cole EvansCole Evans
Financial Professional at New York LifeFinancial Professional at New York Life
Kuldip GrewalKuldip Grewal
ITA-Enterprise Application System Administrator at Department of TransportationITA-Enterprise Application System Administrator at Department of Transportation