Tiarra Wright
Charleston,SC
Summary
At Empower, my focus as a Retirement Representative is on ensuring client satisfaction through rigorous adherence to privacy protocols and effective communication. My background in criminology from Butler County Community College and ongoing studies in criminal justice at Southern New Hampshire University have sharpened my problem-solving skills, which are pivotal in addressing complex client inquiries and safeguarding sensitive information.
Overview
8
8
years of professional experience
Work History
Retirement Representative
Empower Retirement
10.2023 - Current
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Built strong relationships with clients, leading to increased trust and long-term business partnerships.
- Ensured regulatory compliance through rigorous monitoring of account activity and adherence to established guidelines and procedures.
- Maximized efficiency by effectively managing high-volume workloads within tight deadlines.
- Managed sensitive customer data with utmost discretion, adhering to strict privacy and security protocols.
- Educated clients on available options, empowering them to make informed decisions regarding their retirement planning.
Client Service Representative
Vanguard
10.2022 - 10.2023
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
- Provided comprehensive training to new hires, ensuring consistent quality across the team''s services offerings.
- Conducting additional identity verification after fraudulent activity was flagged on accounts. I was chosen to be moved from my team to work within the account security and protection team.
Background Investigator
Fidelity Investments
Westlake, TX
04.2021 - 10.2022
- Conducted comprehensive interviews with subjects, employers, military officials, and other individuals.
- Documented information and submitted detailed reports.
- Maintained strict confidentiality while handling sensitive personal information during investigations, adhering to privacy regulations and ethical guidelines.
- Achieved timely completion of assigned cases by effectively managing workload and prioritizing tasks.
- Identified potential risks within applicant backgrounds through careful examination of financial records, educational history, criminal history, and employment records.
- If applicable additionally conducting international checks for criminal history, education verification, financial history, and work history.
Warehouse Associate
Amazon
10.2020 - 03.2021
- Displayed adaptability by taking on various roles within the warehouse as needed, including machine operation or quality control duties, and assisting various departments as needed.
- Consistently met or exceeded productivity targets while maintaining high standards for quality and safety.
- Monitored machines during operation to detect sounds of malfunction or excessive vibration and adjusted machines to eliminate problems.
- Inspected quality of products, taking note of functionality, appearance and other specifications.
Branch Banker Associate
PNC Bank
Gibsonia, PA
05.2020 - 10.2020
- Maintained strict adherence to internal audit protocols ensuring full compliance in all aspects of branch operations including security measures related to vault access controls and dual control procedures.
- Counted currency, coins and checks in cash drawer, night depository and ATM.
- Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Filing disputes on potentially fraudulent activity, filing disputes on charges, submitting credit card applications, and generating debit cards.
Shift Supervisor
Sheetz
01.2019 - 05.2020
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store closing procedures and balancing of the safe and registers.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Responded to and resolved customer questions and concerns.
- Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
- Enforced company policies and regulations with employees.
- Optimized inventory levels by working closely with vendors on demand forecasting and order management strategies.
Seasonal Worker
Target
10.2018 - 12.2018
- Handled high-pressure situations effectively by remaining calm and focused during peak seasonal times, allowing for the swift resolution of customer inquiries and concerns.
- Assisted with seasonal merchandising efforts by rearranging shelves and creating visually appealing displays that attracted customer attention.
- Provided exceptional customer service, addressing inquiries and resolving issues in a timely manner.
Store Associate
Sheetz
04.2016 - 10.2018
- Maintained a clean and safe shopping environment for customers through regular cleaning and monitoring of store conditions.
- Utilized strong multitasking abilities to manage multiple responsibilities simultaneously during busy periods.
- Increased customer satisfaction by providing efficient and friendly service while handling transactions.
- Contributed to loss prevention efforts by monitoring store activity closely during shifts.
- Managed efficient cash register operations.
- Sanitized work surfaces between food preparation, avoiding cross-contamination and maintaining food safety guidelines.
Education
Bachelor of Science - Criminal Justice
Southern New Hampshire University
Hooksett, NH12.2024
Associate of Arts - Criminology
Butler County Community College
Butler, PA08.2020
Skills
- Sales experience
- Retirement Account Rollovers
- Microsoft Excel
- Know Your Customer
- Risk Assessment
- Salesforce
- Regulatory Requirements Adherence
- Background Investigations
- Legal Compliance
- Data Entry
- Call center experience
- CRM Software
Timeline
Retirement Representative
Empower Retirement
10.2023 - Current
Client Service Representative
Vanguard
10.2022 - 10.2023
Background Investigator
Fidelity Investments
04.2021 - 10.2022
Warehouse Associate
Amazon
10.2020 - 03.2021
Branch Banker Associate
PNC Bank
05.2020 - 10.2020
Shift Supervisor
Sheetz
01.2019 - 05.2020
Seasonal Worker
Target
10.2018 - 12.2018
Store Associate
Sheetz
04.2016 - 10.2018
Bachelor of Science - Criminal Justice
Southern New Hampshire University
Associate of Arts - Criminology
Butler County Community College