Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sarah Boucher

Moscow Mills,MO

Summary

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
1
1
Certification

Work History

Branch Office Administrator

Edward Jones
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
08.2016 - 09.2023
  • 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
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.

Education

Some College (No Degree) - General Studies

St. Charles Community College

St. Charles West High School
St. Charles, MO
01.2009

Skills

  • Banking & Lending (7 years)
  • Financial Planning Principles (7 years)
  • Financial Software (7 years)
  • Proficient Office/Equipment (7 years)
  • Strategic Planning
  • Quality Control
  • Communication
  • Time Management
  • Independent and Collaboration
  • Problem-Solving
  • Relationship Building
  • Quick Learner
  • Adaptability
  • Meeting Deadlines
  • Leadership
  • Organization
  • Scheduling Appointments
  • Customer Service

Certification

  • Bookkeeping Basics Certification - Completed Dec 13, 2023

Timeline

Branch Office Administrator

Edward Jones
09.2023 - Current

Financial Service Consultant III

First Community Credit Union
08.2016 - 09.2023

General Manager

KFC
04.2009 - 08.2016

Some College (No Degree) - General Studies

St. Charles Community College

St. Charles West High School

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Sarah Boucher