Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sherri Renee Lo

Bothell

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Financial Wellness Consultant

KeyBank
07.2022 - Current
  • Built strong relationships with members to promote health, wellness and available services.
  • Provided individual health coaching to help clients optimize personal choices.
  • Enhanced team performance against goals by coaching and motivating clients.
  • Monitored, tracked and reported on individual progress with wellness plans.
  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Listen for clues for financial wellness opportunities during client conversations.
  • Consistently attains individual activity, behavior, and outcome expectations.
  • Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
  • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
  • Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
  • Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions.
  • Participate in and occasionally facilitate morning huddles and end of day debriefs.
  • Complies with all KeyBank policies and procedures.
  • Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions.
  • Ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
  • Strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
  • Strong work ethic and high level of integrity.
  • Excellent Time management skills.
  • Trouble shoot printers and computers.
  • Train new team members with branch guidelines, productions, services, troubleshoot, and assist teams to gain knowledge to be able to work individually with minimal supervision.
  • Notary Licensed

English Teacher

Mikawachi Elementary School
01.2018 - 08.2020
  • Developed innovative lesson plans to engage students in English language learning.
  • Assessed student progress and provided feedback to improve performance and establish academic success.
  • Prepared and implemented lesson plans covering required course topics.
  • Designed and implemented assessments to measure student progress in English language learning.
  • Planning, preparing, and delivering lessons plans
  • Supervise students on tasks
  • Understanding various levels of learning to teach how they can understand
  • Preparing teaching materials
  • Helping students improve their listening, speaking, reading, and writing skills via individual and group sessions
  • Checking and assessing students' work
  • Created and implemented activities to foster critical thinking skills of students.
  • Prepared comprehensive English curriculum for multiple classes.
  • Participated in professional development opportunities to stay up-to-date on teaching best practices and enhance educator skills.
  • Organizing and running specialist courses
  • Attending social events.
  • Supported development of individualized education plans for students with special needs.
  • Developed and implemented behavior management plans to address student issues.
  • Kept abreast of technological advances in mathematics and adapted curriculum for individual, small group and remedial instruction to meet diverse needs of high school students.
  • Assisted in development of college and career readiness programs.
  • Utilized data to inform instructional decisions and personalize learning.
  • Provided guidance and mentoring to students regarding academic, social and emotional issues.
  • Assisted in development of extracurricular activities and special events.
  • Encouraged students to take active role in learning and academic success.
  • Monitored student progress and provided feedback to both students and parents.
  • Supported students in development of skills and strategies to become independent and successful learners.
  • Developed and implemented variety of instructional strategies to meet diverse needs of students.
  • Established and maintained professional relationships with students, staff, parents and community members.
  • Produced engaging lesson plans and activities to help students master learning objectives.
  • Promoted culture of inclusion, respect and collaboration in classroom.
  • Created and maintained safe and orderly classroom environment conducive to learning.

Electronics Sales Associate

Navy Exchange
12.2013 - 10.2015
  • Developed and executed layout and installation of electrical wiring and fixtures based on job terms and city regulations.
  • Accurately read, understood, and carried out written instructions.
  • Inspected machine parts for conformance to product specifications.
  • Prepared and administered preventative maintenance work orders.
  • Promoted shop safety by working in a safe manner.
  • Read work orders to prepare for machine setup.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
  • Described product to customers and accurately explained details and care of merchandise.
  • Politely assisted customers in person and via telephone.
  • Routinely answered customer questions regarding merchandise and pricing.
  • Conducted highly complex diagnostic and operational tests.
  • Inspected equipment for proper performance and correct communication.
  • Confirmed correct hook-up of sensor lines and complete information display.
  • Overhauled electronic equipment, including speed variators and feed-back amplifiers.
  • Tested and maintained computer-related industrial electronic control systems and electrical components.
  • Installed, maintained and recommended appropriate field solutions for electronic products.
  • Resolved computer hardware and software, printing, installation, word processing, email and operating systems issues.
  • Restored data, operating systems, files, documents and drivers.

Education

Bachelor of Science - Information System

Strayer University
Charleston
08.2019

Skills

  • Excellent communication skills, attention to detail, problem solving, and customer service
  • Excellent in troubleshooing connectivity problems, system printers and network protocols (TCP/IP)
  • 120 words per minute
  • Customer Experience
  • Windows Microsoft Word
  • Basic Knowledge of PC
  • Team Player
  • Experience in project management phrases, concept quality,
  • Highly dependable
  • File transfers expert
  • Strong communication skills
  • Routing protocols knowledge
  • Anti-virus software
  • Excellent attention to detail
  • Experience in maintaining supplies and performing preventative maintenance
  • Internet setup and repair
  • Desktop and laptop repair
  • Detail-oriented
  • Innovative thinker
  • Organization and Time Management
  • Problem-Solving
  • Google Drive
  • Teamwork and Collaboration
  • Clerical Support
  • Quality Standards

References

Thomas Kangas- Automation and Integration Engineer

San Diego, CA

Email: t.kangas@wearemetronome.com

Cell: 619-871-0437

Peter Johnson-Sales Technician
Summerville, SC
Email: Peter.devon.johnson@gmail.com
Cell: 843-367-4428

Timeline

Financial Wellness Consultant

KeyBank
07.2022 - Current

English Teacher

Mikawachi Elementary School
01.2018 - 08.2020

Electronics Sales Associate

Navy Exchange
12.2013 - 10.2015

Bachelor of Science - Information System

Strayer University

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Sherri Renee Lo