Summary
Overview
Work History
Education
Skills
Timeline
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Wendy Whaley

Vernal,UT

Summary

Personable and dedicated IRA Specialist with extensive experience in service industry. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented.

Overview

10
10
years of professional experience

Work History

Ira Account Manager

Discover Bank, Member FDIC
West Valley City, UT
06.2022 - Current
  • Primarily provided assistance with specialty processes including: EOCA case review, Lake Park special reports and processes, and Tax corrections.
  • Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Explained bank services, financial products and applicable fees to customers.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.

Leasing Agent

Entrata
Vernal, Utah
06.2018 - 05.2019
  • Maintained accurate records of all correspondence with and from tenants.
  • Coordinated maintenance and repair requests.
  • Escalated critical issues to property manager to ensure immediately resolution.
  • Answered calls and responded to inquiries from various parties, using strong active listening and open-ended questioning skills to resolve problems.

Server

Denny's
Vernal, Utah
10.2015 - 04.2016
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Partnered with team members to efficiently serve food and beverages.
  • Completed opening and closing checklists, including emptying trash, safeguarding alcohol and polishing silverware.
  • Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
  • Calculated charges, issued table checks and collected payments from customers.

Owner

Hobby Hole, Hobby Shop
Vernal, Utah
10.2013 - 05.2015
  • Developed and implemented promotional strategies to drive business success and maintain budgetary guidelines.
  • Monitored market conditions to set accurate pricing structures and take advantage of emerging trends.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Presented products at events and tradeshows to increase brand awareness.

Education

High School Diploma -

Uintah High School
Vernal, UT

Some College (No Degree) - Massage Therapy

Utah College of Massage Therapy Inc
Salt Lake City, UT

Skills

  • EOCA case review
  • Tax specialty processes
  • Data entry documentation
  • Technologically savvy
  • Employee training and development
  • POS system operation
  • Retail merchandising expertise
  • Issue Resolution
  • Conflict and dispute resolution
  • Verbal and Written Communication

Timeline

Ira Account Manager

Discover Bank, Member FDIC
06.2022 - Current

Leasing Agent

Entrata
06.2018 - 05.2019

Server

Denny's
10.2015 - 04.2016

Owner

Hobby Hole, Hobby Shop
10.2013 - 05.2015

High School Diploma -

Uintah High School

Some College (No Degree) - Massage Therapy

Utah College of Massage Therapy Inc

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Wendy Whaley