Tenisha Woodard
Lorena,Texas
Summary
Forward-thinking candidate executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Overview
20
20
years of professional experience
Work History
Operations Specialist
STRATA
10.2016 - 05.2021
- Performed daily 50+ data entry tasks of client sensitive information rapidly
- Organized with prioritization a high volume of tasks, including inbound calls, with strong time management skills
- Balanced and multi-tasked all data requests pertaining to client identifiable information
- Created reports and spreadsheets through excel and MS Word for management and third-party vendors
- Monitored outlook inbox for time sensitive client and vendor requests
- Conducted audits to ensure data entered correctly
- Analyzed customer service problems while implementing effective solutions to workflow production and efficiency
- Maintained effective verbal and written communication with both clients, management, and teammates
Financial Service Representative
Genco FCU
03.2013 - 10.2016
- Built client profiles to ensure a smooth onboarding process
- Recommended 3 or more client specific products and services that met or exceeded client’s goals and expectations
- Identified and uncovered best practices for a client centric atmosphere and enjoyable customer experience
- Completed quarterly and annual employee compliance training mandated by government
- Deescalated urgent customer concerns and issues to prevent account closures while maintaining trust and rapport with clients.
Personal Banker
Wells Fargo Bank
10.2005 - 03.2013
- Developed and cultivated relationships with existing clients by understanding current or future needs and goals and offering products and services for retention
- Implemented client success plans through templates to set customer expectations and empower them through product knowledge for clients benefit
- Followed up with clients to facilitate understanding and awareness of company products and services throughout their customer journey
- Provided guidance to new and existing clients by resolving issues or concerns with products or services with empathy and integrity
- Mitigated client data risk through appropriate control measures of financial records
- Investigated clients’ accounts for fraud by analyzing data, uncovering suspicious transactions, reporting outcomes, and reducing client and bank risk
- Audited supplies and marketing brochures in accordance with local, regional, and national government audit regulations
- Managed 2-3 projects to expand product knowledge, productivity and success building for employees
- Spearheaded, educated, and organized small groups to cultivate a client centric atmosphere, encourage diversity within the workplace and increase employee morale and retention.
Teller
Wells Fargo Bank
02.2005 - 10.2005
- Maintained excellent customer service while performing client deposits, withdrawals, cash advances, and loan payments
- Complied with bank operating procedures regarding proper cash handling, CTR, MIL and SAR requirements.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Bookkeeper
HEB
03.2003 - 02.2005
- Audited and balanced cashier tills and store vaults
- Performed internal department audits through random cash counts
- Delegated business counter responsibilities to ensure proper coverage and excellent client experience.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Central Checkout Manager
HEB
02.2001 - 03.2003
- Managed 40+ cashier, bagger and carryout job duties while supervising flow of customer traffic
- Devised quick and effective solutions to reduce wait-time and enhance customer-shopping experience
- Scheduled employee work shifts, breaks and paid time off
- Reduced company payroll expenses through delegation of job duties according to store productivity and sales.
Education
Master’s degree -
Texas Tech University
Lubbock, TX12.2020
Bachelor’s degree -
Texas Tech University
Lubbock, TX05.2017
Associate degree -
McLennan Community College
Waco, TX05.2004
Diploma -
Waco High School
05.1998
Skills
- Call Center Inbound & Telephone Etiquette
- Report Analysis & Risk Mitigation
- Medical Terminology & CPR Certification
- Problem Solving & Conflict Resolution
- Organization & Attention to Detail
- Coaching & Team building
- Microsoft Excel, Works and Outlook
- Planning and Coordination
- Continuous Quality Improvement (CQI)
- Information Inputting
- Operations Understanding
- Leadership
Timeline
Operations Specialist
STRATA
10.2016 - 05.2021
Financial Service Representative
Genco FCU
03.2013 - 10.2016
Personal Banker
Wells Fargo Bank
10.2005 - 03.2013
Teller
Wells Fargo Bank
02.2005 - 10.2005
Bookkeeper
HEB
03.2003 - 02.2005
Central Checkout Manager
HEB
02.2001 - 03.2003
Master’s degree -
Texas Tech University
Bachelor’s degree -
Texas Tech University
Associate degree -
McLennan Community College
Diploma -
Waco High School
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