Trey Coates
Winchester,VA
Summary
Enthusiastic and energetic team player whos always looking for the next challenge , flexible and detail oriented .
Overview
5
5
years of professional experience
Work History
Personal Finance Counselor
Navy Federal Credit Union
Winchester , VA
02.2021 - Current
- Assisted members in resolving complex financial difficulties
- Assisted individuals in overcoming challenges and maximizing productivity within their current circumstances to prevent difficulties.
- Assisted in onboarding and task preparation for new employees
- Presented to 207 microsites employees on my daily role and strategies for reaching individuals in challenging circumstances.
- CPFC - (certified personal financial counselor )
- recently was granted a ssp for sustained superior performance
- Hosted a magnitude of avp, svp and manager side by sides
- November 2022 team mbr of the month
Shipping Associate
DHL Supply Chain
Winchester, VA
01.2019 - 09.2019
- Checked customer orders, labeling and documentation prior to shipment to avoid delays.
- Staged final products for shipment.
- Organized storage areas to maximize movement and minimize labor.
- Obtained required documentation to process shipments and support movement.
- Directed warehouse team in stocking merchandise, pulling orders and setting up loads.
- Compared shipment contents with paperwork to support inventory accuracy and records management.
- Scanned and tracked all packages for shipment using tracking software.
Education
Associates in Business Management -
West Virginia University
Morgantown, WV05-2016
Skills
- Solution-focused counseling
- Needs Assessment
- Superior communication skills
- Detail oriented
- Critical thinking
- flexibility
- communication skills
- Team player
- creativity
- responsible
- Mathematics
- process improvement
Timeline
Personal Finance Counselor
Navy Federal Credit Union
02.2021 - Current
Shipping Associate
DHL Supply Chain
01.2019 - 09.2019
Associates in Business Management -
West Virginia University