• Managed escalations, call outs, expedite requests, and audit assistance, serving as a partner to upper management. • Played a crucial role in the approvals group-chat, carefully verifying and approving transactions on behalf of team members. • Served as an informed resource for teammates, helping with complex inquiries in areas such as estates, cost basis, and retirement.

• Seasoned team member, frequently tasked with mentoring new hires and supporting less experienced representatives to ensure team success. • Entrusted with the authority to approve different types of financial transactions and money movements.

• Assist advisors with transactional requests through a mix of inbound and outbound calls related to money movement, transaction status, transfer of accounts, and custody registered Advisors' client assets.• Identify prospect needs and recommend appropriate solutions by providing a range of products and services.• Demonstrate the ability to connect advisors with the appropriate level of support for more complicated topic areas while delivering back-office services.• Champion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our industry leading platform.

• Led the team through motivation and training to achieve a 25% annual sales increase, surpassing monthly goals and meeting KPI expectations by maximizing every opportunity. • Streamlined and implemented a new inventory system, reducing counting time by 70%. • Integrated security and loss prevention training towards recognizing risks and reducing inventory theft. • Enhanced customer satisfaction by diligently tracking hard-to-find items and coordinating with the inventory team to optimize stock while reducing returns.

• Exceeded sales goals by 15% (on average) bi-weekly amongst team of 5 sales specialists through excellent customer serviceand product knowledge• Ensured customer satisfaction through personal mention of text message survey, overall reflecting exceptional service andrapport resulting in increased business in the form of referrals• Managed 2 cash registers at a time, while assisting clients on their store visits and handling cash transactions such as sales,bill payments, returns, and exchanges.

• Directed guests to the photo port location to view and purchase their pictures.• Tracked inventory of all photo lab products and equipment.• Selected and altered secondary photographic features such as backdrops and lighting.• Increased production rates by regulating workflow to meet consumer needs.• Archived photographs on computers and servers.