Shaylee Bundy
SLC
Summary
Adaptable professional with experience in case management and customer relationship advocacy. Known for strong organizational skills and effective communication, contributing to seamless workflow and client engagement. Ready to support organizational goals with a focus on excellence.
Overview
11
11
years of professional experience
3
3
Certifications
Work History
Life Events Consultant
Fidelity Investments
Salt Lake City
06.2024 - Current
- Track case timelines and milestones to ensure smooth progress.
- Collaborate with cross-functional teams to enhance service delivery processes.
- Maintain documentation of case activities and client interactions systematically.
- Manage multiple cases simultaneously, ensuring timely completion.
- Participate in leadership and mentoring, helping peers to better perform duties.
Customer Relationship Advocate
Fidelity Investments
Salt Lake City
03.2023 - 06.2024
- Provided product information and guidance to enhance customer understanding.
- Resolved customer issues by investigating and troubleshooting effectively.
- Maintained accurate records of customer interactions and transactions.
- Educated clients on digital tools to enhance their experience with services.
- Developed leadership skills and utilized them by mentoring peers.
Food Server
Market Street Grill
Cottonwood Heights
08.2021 - 03.2023
- Provided excellent customer service in a fast-paced dining environment.
- Maintained cleanliness and organization of dining area and service stations.
- Collaborated with kitchen staff to ensure timely meal preparation and delivery.
- Assisted in training new staff on restaurant policies and service standards.
Customer Service Staff Member
Promontory Development
Park City
12.2020 - 08.2021
- Greeted customers, answered inquiries and resolved customer complaints in a timely manner.
- Collaborated with team members to improve service delivery.
- Maintained an organized work environment, including stocking shelves and organizing displays.
Dance Instructor
Arthur Murray
Salt Lake City
03.2019 - 10.2020
- Developed engaging lesson plans for group and private classes.
- Organized dance events and showcases to highlight student progress.
- Collaborated with fellow instructors to improve teaching methods.
- Sold programs to assist in student development.
- Used digital channels to market and generate business.
Catering Coordinator
R&R BBBQ
Salt Lake City
06.2014 - 03.2019
- Managed client inquiries and developed tailored catering proposals for diverse events.
- Collaborated with kitchen staff to maintain high food quality and presentation standards.
- Organized staff schedules and trained new team members on catering processes.
Education
Bachelor Of Science (BS) - Marketing
Western Governors University
Salt Lake City, UT02-2023
Associate Of Science (AS) - General Studies
Salt Lake Community College
Salt Lake City, UT05-2021
Skills
- Case management
- Problem solving
- Time management
- Effective communication
- Adaptability in workflow
- Team leadership & development
Certification
Series 7
Timeline
Life Events Consultant
Fidelity Investments
06.2024 - Current
Customer Relationship Advocate
Fidelity Investments
03.2023 - 06.2024
Food Server
Market Street Grill
08.2021 - 03.2023
Customer Service Staff Member
Promontory Development
12.2020 - 08.2021
Dance Instructor
Arthur Murray
03.2019 - 10.2020
Catering Coordinator
R&R BBBQ
06.2014 - 03.2019
Bachelor Of Science (BS) - Marketing
Western Governors University
Associate Of Science (AS) - General Studies
Salt Lake Community College