Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Whitnie Hedges

Summary

Hardworking professional with experience in investment administration and client service. Highly organized and self-motivated with excellent communication and interpersonal skills. Demonstrated ability to prioritize tasks and meet deadlines.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Family Manager

Stay At Home Mom
10.2020 - Current
  • Maintain a clean and organized household for improved efficiency and stress reduction.
  • Manage medical appointments, ensuring each family member received appropriate care while maintaining comprehensive records of health-related information.
  • Cultivate positive relationships with neighbors and community members through participation in local events and organizations.
  • Coordinate playdates and outings to meet children's physical and social needs.
  • Manage finances effectively with budgeting and expense tracking to achieve financial goals.
  • Coordinate daily activities, ensuring punctual attendance at school, appointments, and extracurricular activities.
  • Implement healthy meal plans tailored to individual dietary needs for overall wellbeing.
  • Handle conflict resolution within the family unit to promote an environment of understanding and harmony.
  • Oversee home maintenance tasks, collaborating with contractors on repairs and renovations as necessary.

Client Service Associate

Stearns Financial Group
04.2015 - 10.2020
  • Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
  • Managed a portfolio of clients, ensuring timely delivery of services and maintaining strong professional relationships.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Provided comprehensive support to senior associates, facilitating effective client relationship management.
  • Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
  • Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Developed customized reports for clients that highlighted key performance indicators and facilitated informed decision-making processes.
  • Supported the implementation of new technology platforms aimed at enhancing overall customer experience levels within the organization.
  • Communicated with clients regarding account services, statements, and balances.

Lead Teller

Wells Fargo
11.2013 - 04.2015
  • Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
  • Boosted branch sales with proactive product recommendations based on customer needs.
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Assisted in training new tellers to ensure a consistent level of excellent service across the team.
  • Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
  • Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Executed wire transfers, stop payments and account transfers.

Barista/Server

JavaVino
03.2012 - 11.2013
  • Enhanced customer satisfaction by efficiently preparing and serving high-quality beverages.
  • Maintained a clean and organized workspace for optimal productivity and safety.
  • Increased repeat business by providing exceptional customer service and building rapport with patrons.
  • Demonstrated expertise in various brewing techniques, ensuring consistent quality across all drinks served.
  • Assisted in inventory management to maintain adequate stock levels and reduce wastage.
  • Managed time effectively to balance both front-of-house tasks and back-of-house responsibilities during busy periods.
  • Adhered to strict food hygiene regulations, minimizing risk of contamination or illness among customers.
  • Handled customer complaints professionally, resolving issues promptly to ensure satisfaction and foster loyalty.
  • Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
  • Used POS system to accurately enter orders and process payments.

Home Theater Customer Specialist

Best Buy
07.2010 - 12.2011
  • Increased customer satisfaction by providing personalized service and addressing individual needs.
  • Resolved complex customer issues, ensuring a positive experience and fostering loyalty.
  • Developed rapport with clients through effective communication and active listening skills.
  • Maintained detailed knowledge of products and services offered, enabling accurate information dissemination and prompt issue resolution.
  • Balanced multiple priorities effectively while assisting customers, minimizing wait times without compromising on quality of service provided.
  • Directed customers to appropriate departments for additional support.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.

Education

Associates of Applied Science Business Management -

Western Technical College
La Crosse, WI
05.2014

Skills

  • Interpersonal and Written Communication
  • Client Rapport
  • Issue Resolution
  • Meeting Facilitation
  • Problem Solving
  • Client Onboarding Process
  • Professionalism and Etiquette
  • Time Management
  • Organizational Skills
  • Data Entry Proficiency
  • System Documentation
  • CRM Software

Certification

Financial Paraplanner Qualified Professional (FPQP), 05/01/18-05/01/22

Timeline

Family Manager

Stay At Home Mom
10.2020 - Current

Client Service Associate

Stearns Financial Group
04.2015 - 10.2020

Lead Teller

Wells Fargo
11.2013 - 04.2015

Barista/Server

JavaVino
03.2012 - 11.2013

Home Theater Customer Specialist

Best Buy
07.2010 - 12.2011

Associates of Applied Science Business Management -

Western Technical College

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Whitnie Hedges