I am highly-motivated with desire to take on new challenges. I pride myself on my work ethic, adaptability, and interpersonal skills. I work effectively unsupervised and quickly master new skills. I am superior in multitasking and prioritizing workloads.
Overview
15
15
years of professional experience
Work History
Branch Office Administrator
Edward Jones
St Louis, MO
09.2023 - Current
Organized meetings and conferences, including scheduling of resources, venues, catering, travel arrangements and agendas.
Provided administrative support to the team including preparing documents, reports, presentations and correspondence.
Handled customer inquiries promptly via telephone or email.
Ordered office supplies as needed ensuring cost effectiveness and availability of stock items.
Created and managed effective promotions and events.
Resolved customer complaints or answered customers' questions.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Assisted customers in opening new accounts and completing required paperwork.
Processed wire transfers for customers both domestically and internationally.
Followed up on requests from customers in a timely manner.
Built and maintained client relationships through quality, personalized interactions.
Financial Service Consultant III
First Community Credit Union
St. Charles, MO
08.2016 - Current
Provide comprehensive financial guidance and services to members, assisting them in achieving their financial goals and improving their overall financial well-being
Act as a trusted advisor, educating members on various financial topics such as budgeting, debt management, investment strategies, and retirement planning
Assist members in opening new accounts, including checking, savings, and investment accounts, and ensure accurate documentation and compliance with regulatory requirements
Conduct thorough reviews of existing member accounts to identify opportunities for cross-selling and upselling additional financial products and services
Collaborate with lending officers to facilitate loan origination and processing, ensuring a seamless experience for members seeking credit or mortgage products
Stay up-to-date with industry trends, regulatory changes, and credit union policies to provide accurate and relevant financial advice to members
Serve as a point of contact for member inquiries, resolving issues and addressing concerns promptly and professionally
Maintain strict confidentiality of member information and adhere to data protection and privacy guidelines.
General Manager
KFC
O'Fallon, MO
04.2009 - 08.2016
Oversee all aspects of restaurant operations, ensuring exceptional guest experiences, efficient service, and financial profitability
Develop and execute strategic plans to drive revenue growth, increase customer satisfaction, and achieve operational objectives
Manage a team of 16 employees, including hiring, training, scheduling, and performance management, fostering a positive and productive work environment
Conduct regular staff meetings to communicate objectives, reinforce service standards, and address any operational or personnel issues
Maintain compliance with health and safety regulations, conducting regular inspections and staff training to ensure a safe and sanitary environment
Analyze financial reports, including P&L statements, sales data, and labor costs, to identify areas for improvement and implement strategies to optimize performance.
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones