Education & Information, One-on-one financial counseling, Developing a Spending Plan, Credit Management, Financial Well-Being Assessments, Budgets, and Training on financial subjects.

* Meet with clients to discuss their financial goals* Explain to potential clients the types of financial services I can assist with* Educate clients and answer questions about, Banking, Financial well-being, Credit Managment, Savings & Investment options, Basic Budgeting, Thrift Savings Plan, Home & Buying, Retirement planning, and Consumer Awareness.* Help clients start SMART savings and emergencies funds.* Help clients plan for specific circumstances, such as education or… Show more * Meet with clients to discuss their financial goals* Explain to potential clients the types of financial services I can assist with* Educate clients and answer questions about, Banking, Financial well-being, Credit Managment, Savings & Investment options, Basic Budgeting, Thrift Savings Plan, Home & Buying, Retirement planning, and Consumer Awareness.* Help clients start SMART savings and emergencies funds.* Help clients plan for specific circumstances, such as education or retirement Show less

♦ Site Lead for Zeiders to contract employees at this site ensuring company policies are adhered to. ♦ Administrative duties.♦ Teach Transition Assistance Program classes bi-weekly to over 650 Transitioning Military personnel. ♦ Teach classes to transitioning personnel that include Pre-Separation Brief, Accessing Higher Education, Resume Writing, Job Fair/Job Search and Interviewing Skills. ♦ In-processing of 150 Service Members that are onboarding at Fort Meade post… Show more ♦ Site Lead for Zeiders to contract employees at this site ensuring company policies are adhered to. ♦ Administrative duties.♦ Teach Transition Assistance Program classes bi-weekly to over 650 Transitioning Military personnel. ♦ Teach classes to transitioning personnel that include Pre-Separation Brief, Accessing Higher Education, Resume Writing, Job Fair/Job Search and Interviewing Skills. ♦ In-processing of 150 Service Members that are onboarding at Fort Meade post. Providing important information regarding all aspects of the post to include Amenities, Gate locations and hours, and activities and services off the post. ♦ Provide one-on-one coaching, Presentations, Workshops, Classroom Training, Seminars, and provide up to date information and referrals.♦ Completed 87 Capstone appointments to transitioning Military personnel. ♦ Liaison for Supervisor at work site.♦ Assist employees with all Zeiders' policies, training, and benefits information. ♦ Event Committee Chairperson. Show less

♦ Administrative duties.♦ Teach Transitional Goals, Plans,& Success classes for the military personnel and their families. Counsel and mentor military personnel on best practices for a successful transition to civilian life.♦ Teach classes to transitioning personnel that include Pre-Separation Brief, Accessing Higher Education, Resume Writing, Job Fair/Job Search and Interviewing Skills♦ In-processing of 150 Service Members that are onboarding at Fort Meade post… Show more ♦ Administrative duties.♦ Teach Transitional Goals, Plans,& Success classes for the military personnel and their families. Counsel and mentor military personnel on best practices for a successful transition to civilian life.♦ Teach classes to transitioning personnel that include Pre-Separation Brief, Accessing Higher Education, Resume Writing, Job Fair/Job Search and Interviewing Skills♦ In-processing of 150 Service Members that are onboarding at Fort Meade post. Providing important information regarding all aspects of the post to include Amenities, Gate locations and hours, and activities and services off the post. ♦ Provide one-on-one consultations, presentations, workshops, classroom training, seminars, and provide up to date information and referrals.♦ Conduct Resume Building workshops/classes.♦ Conduct Accessing Higher Education classes.♦ Complete individual Capstone appointments. Show less

♦ Administrative duties.♦ Completed all case clearances to maintain Federal Government Compliancy Percentages to remain above 98%.♦ Provided Case management services to underprivileged families.♦ Started an Employer Outreach program; gave presentations to potential new resources.♦ Provided employment & transitional assistance – helping customers transition from Receiving benefits to becoming self-sufficient.♦ Provided Career Coaching & Budget development… Show more ♦ Administrative duties.♦ Completed all case clearances to maintain Federal Government Compliancy Percentages to remain above 98%.♦ Provided Case management services to underprivileged families.♦ Started an Employer Outreach program; gave presentations to potential new resources.♦ Provided employment & transitional assistance – helping customers transition from Receiving benefits to becoming self-sufficient.♦ Provided Career Coaching & Budget development services to clients.♦ Provided one on one coaching sessions with customers and their families. ♦ Taught soft skills, communication, computer skills, resume building, Interviewing skills, and stress management techniques to more than 480 clients.♦ Tracked customer progress through Microsoft Office/Excel.♦ Facilitated Staff Development & Team Building workshops/classes. ♦ Conducted interviews with clients when fraud reports came in to determine if further action was needed. ♦ Event Committee Chairperson. Show less

♦ Administrative duties.♦ Improved customer satisfaction rating by managing relationships between Customers and personnel to ensure patients felt valued and respected by 28%.♦ Promoted healthy oral habits through coaching, training, and education.♦ Assisted dentists during procedures on 180 patients.♦ Updated patient information in Eaglesoft Dental Program and Solution Reach.♦ Provided treatment and financial consultations to increase sales by 30%.♦ Managed… Show more ♦ Administrative duties.♦ Improved customer satisfaction rating by managing relationships between Customers and personnel to ensure patients felt valued and respected by 28%.♦ Promoted healthy oral habits through coaching, training, and education.♦ Assisted dentists during procedures on 180 patients.♦ Updated patient information in Eaglesoft Dental Program and Solution Reach.♦ Provided treatment and financial consultations to increase sales by 30%.♦ Managed various Event planning details throughout the year Show less

♦ Maintained master patient index by completing assigned daily audit trails.♦ Maintained record availability by processing the patient record folders.♦ Retrieved medical records by following chart-out/in procedures.♦ Complied with all HIPPA policies.♦ Increased data upload by 35%.♦ Administrative duties.