Financial Services Trainee Resume Example
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FINANCIAL SERVICES TRAINEE
Summary
Hardworking and reliable future employee with strong ability in numbers and logic. Offering integrity, capable employee and punctuality. Highly organized, proactive and punctual with team-oriented mentality.
Skills
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Experience
Financial Services Trainee | 07/2020 to 09/2020Octagon - San Francisco , CA
- Updated client portfolio values, returns and risk statistics.
- Participated in compliance recordkeeping and marketing activities.
- Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
- Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Case Management Specialist | 02/2020 to 08/2020Jazz Pharmaceuticals Plc - Carlsbad , CA
- Participated in case conferences with multi-disciplinary team to discussclient care planning and progression.
- Facilitated ongoing case management services to support successful outcomes and meet stabilization goals.
- Developed comprehensive client-driven case plan with short and long-term goals.
- Identified strengths and opportunities for staff improvement based on audit results.
- Performed audits of objectives and case progression for case management team.
- Determined functional status, activity, acuity and self-management levels to make proper care referrals.
- Protected patient data in alignment with HIPAA privacy protocols.
- Cooperated with local service providers, outreach workers, case managers and collaborative agencies to facilitate services for members.
- Managed multiple program budgets and approved purchases for staff.
- Conducted assessments to obtain information for participant-centered plan of care.
- Constructed case notes and comprehensive reports, including data entry into Hermes portal.
- Used facility EMR system to update patient records, transmit prescriptions and transfer files.
- Delivered quality patient care from admission to discharge through direct supervision of all nursing and ancillary staff.
- Coordinated care with physicians and other clinical staff to prepare for treatment, carry out interventions and enhance continuum of care to deliver comprehensive services.
- Reached out to patients to convey lab results and provide care instructions.
- Helped patients and families feel comfortable during challenging and stressful situations, promoting recovery and reducing compliance issues.
- Executed appropriate steps for patient treatment following careful review of physician medical regimen.
- Communicated with primary care physicians or emergency care providers to relay patient needs.
- Developed and adapted individualized treatment plans according to patient recovery goals.
- Administered oral, intramuscular and IV medications to patients and monitored responses.
- Delivered information regarding care and medications to patients and caregivers in comprehendible terminology.
- Delivered quality care and comfort to patients with heart failure, pulmonary hypertension, pulmonary embolisms and end-stage renal disease.
- Administered scheduled medications and therapies intravenously, rectally, orally, subcutaneously and via intramuscular injections while overseeing pain management plans.
- Utilized computerized Resource and Patient Management System (RPMS) and Electronic Health Record (EHR) system.
- Observed strict safety measures, including checking medication dosages before administration to patients.
- Answered patient questions and provided take-home materials for further information.
Waitress | 01/2019 to 06/2019Traditions Spirits - Ada , OK
- Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties.
- Educated guests on daily specials and appetizers, entrees, desserts and other menu items.
- Assisted kitchen staff with food counts by determining number of items required for complete service.
- Minimized customer wait times by efficiently taking and filling large volume of orders each day.
- Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
- Served plated dinners, buffet-style dinners and passed hors d'oeuvres for parties.
- Stocked server areas with supplies before, during and after shifts to boost performance of serving staff.
- Arranged place settings with fresh tablecloths, tableware and flowers to beautify table.
- Prepared salads, appetizers and set up garnish stations to assist kitchen staff.
- Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
- Increased sales of high margin menu items through effective upselling.
- Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
- Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
- Updated repeat customers on menu changes and new food and beverage offerings to maintain quality service relationships.
- Maintained accuracy while handling payments, giving change and printing receipts to customers.
- Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
- Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.
Certified Crew Trainer | 06/2018 to 06/2019Zaxby's - City , STATE
- Collaborated with trainees to bolster understanding of project management, safety and inventory waste to meet pre-established business thresholds for operation.
- Documented needs for performance improvement, safety and customer service to optimize operations.
- Developed and implemented strategies to enhance team performance, improve processes and increase efficiency.
- Instructed new team members on correct procedures for all areas of operations.
- Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
- Stayed up to date on requirements of all team positions to optimize training.
- Lent hands-on training services to maximize employee efficiency.
- Reduced process lags and effectively trained team members on best practices and protocol.
- Cross-trained on [Type] devices and continued training end users in new applications.
Education and Training
Central Piedmont Community College - - City,State | | Associate of ScienceBusiness Economics, Expected in 05/2022
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Resume Overview
School Attended
- Central Piedmont Community College
Job Titles Held:
- Financial Services Trainee
- Case Management Specialist
- Waitress
- Certified Crew Trainer
Degrees
- Central Piedmont Community College - City , State | Associate of Science
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