Wendy Wallen
Powhatan
Summary
Accomplished banking professional with 32 years of experience specializing in customer service support for commercial clients. Recognized with the Pinnacle Award in 2015 and promoted to Assistant Vice President in 2018, demonstrating a strong commitment to excellence and leadership within the industry. Transitioning into health coaching in July 2022 has enriched professional capabilities, achieving Associate Director status within a year while successfully guiding clients toward their health and fitness goals. This dual career path reflects a passion for empowering others, blending extensive banking expertise with a dedication to fostering healthier lifestyles.
Overview
16
16
years of professional experience
Work History
Health and Fitness Coach
Optavia
Powhatan, VA
07.2022 - Current
- Conduct comprehensive assessments to evaluate clients' current fitness levels, body composition, and overall health
- Introduce a nutrition plan tailored to clients' specific dietary requirements and preferences to optimize their overall well-being
- Motivate and inspire clients by setting challenging yet attainable targets for weight loss and optimal health
- Implement innovative strategies for client retention by offering incentives such as referral programs or loyalty rewards
Client Relationship Associate, AVP
Wells Fargo
Richmond, VA
05.2010 - 09.2020
- Assisted clients with account opening, closing, and maintenance processes while ensuring adherence to bank policies and procedures
- Resolved complex customer inquiries or complaints promptly and effectively while maintaining a high level of customer satisfaction
- Conducted regular reviews of client accounts to ensure compliance with regulatory requirements and identify potential risks or issues
- Collaborated with internal teams such as treasury management, and business banking to deliver integrated solutions for clients
Education
High School Diploma -
J.R. Tucker High School
Richmond, VA06-1985
Skills
- Experience with MS Office applications
- Extensive customer service experience
- Detailed call documentation
- Client Support
- Issue Resolution
- Call center experience
- Effective inbound call handling
- Customer complaint management
- Compliance with policies
- Teamwork and collaboration
- Nutrition assessment and planning
- Weight management
Timeline
Health and Fitness Coach
Optavia
07.2022 - Current
Client Relationship Associate, AVP
Wells Fargo
05.2010 - 09.2020
High School Diploma -
J.R. Tucker High School