People Operations Coordinator

• Sep 2021 - Present

Benefits Support Specialist

• Jan 2020 - Sep 2021

Customer Service Representative

• Nov 2018 - Jan 2020

Audit daily branch reports. Assist customers with opening, closing and maintenance on accounts. Under branch manager I pre-screened potential interviewees, scheduled appointments and helped interview candidates while short staffed. Audit daily branch reports. Assist customers with opening, closing and maintenance on accounts. Under branch manager I pre-screened potential interviewees, scheduled appointments and helped interview candidates while short staffed.

Clinical Coordinator Assistant

• Apr 2018 - Nov 2018

Assist clinical coordinator with file maintenance, auditing clinical site application packets, and maintaining multiple spreadsheets by performing data entry. Created new filing system for all immunization and student academic records. Assist clinical coordinator with file maintenance, auditing clinical site application packets, and maintaining multiple spreadsheets by performing data entry. Created new filing system for all immunization and student academic records.

Universal Service Representative II

• Mar 2016 - Apr 2018

Lead teller line with customer transactions, complaints and training. Managed cash drawer, while also managing platform banking side. Met sale goals by opening new accounts, cross selling products, opening credit card and auto loans and referring to in house specialist. Created fun employee competitions, managed employee engagement and team building alongside branch manager. Lead teller line with customer transactions, complaints and training. Managed cash drawer, while also managing platform banking side. Met sale goals by opening new accounts, cross selling products, opening credit card and auto loans and referring to in house specialist. Created fun employee competitions, managed employee engagement and team building alongside branch manager.

Relationship Banker

• Sep 2011 - Apr 2014

Assisted Financial Advisor with 500 client portfolio by setting appointments, interviewing potential clients and handling various client issues. Built book of 45 high value clients in one year, producing 3 million in deposit balances. Efficient at sourcing and profiling clients to uncover needs by building rapport and using open-ended questions. Assisted Financial Advisor with 500 client portfolio by setting appointments, interviewing potential clients and handling various client issues. Built book of 45 high value clients in one year, producing 3 million in deposit balances. Efficient at sourcing and profiling clients to uncover needs by building rapport and using open-ended questions.