Sales Representative Inside
Resume:
STEPHANIE WOLFE
Mount Vernon, IL *****
*********.*********@*****.***
Motivated, detail-oriented, and customer-service focused team player that's eager to bring strong analytical and administrative skills to my next career challenge. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Customer Service Associate
Speakeasy Lucky's Liquor - Mount Vernon, IL
October 2020 to Present
• Ensure compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products)
• BASSET Off-Premise Alcohol Certification
• Implement company asset protection procedures to identify and minimize profit loss..
• Responsible for opening store-deactivate security system, boot software and login into system, count of drawers, reassemble machines, and ensure all store equipment is accurately functioning prior to store hours.
• Provide customers with courteous, friendly, fast, and efficient service. Recommend items for sale to customers and recommends trade-up and/or companion items
• Register customer purchases on assigned cash register, collect payment and distributes change as requested
• Process voids, returns, rain checks, refunds, and exchanges as needed
• Maintain store appearance-keep floors, counters, shelves, and displays clean; stock shelves in downtown and as needed throughout the day.
• Construct and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Complete resets and revisions as directed.
• Assist with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.
• Comply with all company policies and procedures; maintain respectful relationships with coworkers
• Complete special assignments and other tasks as assigned.
Compliance Consultant II - Complaint Resolution Group
Wells Fargo Advisors - St. Louis, MO
September 2014 to August 2017
• Execute strategic testing methodologies to assure products and services align with FINRA and SEC rules along with internal policies, procedures processes, initiatives and controls
• Conduct regulatory research and data analysis to resolve operational and account issues associated with various lines of business to minimize risk exposure and maintain client confidence
• Manage clients expectations while conducting exhaustive research across internal departments and external agencies
• Strengthen relationships between the firm and our external clients
• Compose letters to clients with the results of my research; submit letters and case file for FINRA audit
• Extensive analysis of up to 100 concurrent escalated cases generated from BBB, FINRA, ARC, and Mary Mack's office WORK EXPERIENCE
Tax Reporting Operations Specialist IV
Wells Fargo Advisors - St. Louis, MO
January 2012 to September 2014
• Test and audit tax forms for accuracy to ensure they follow IRS regulatory guidelines
• Assisted with testing during implementation of reporting software program, TMS/Broadridge
• Act as liaison between the department and third party vendor, Convey
• Partner with Finance, IRA Operations and other departments for analysis of prior years' withholding and taxes due by the firm
• Report state tax withholding while following each individual state's regulations
• Analyze and resolve escalated IRA reporting issues independently to identify processing errors to reduce operational risk
• Created database to pull client's data for the mailing and reporting of foreign IRS tax forms
• Compile reports for management on a daily and monthly basis within MS Access
• Act as an information source on department policies and procedures as well as update and maintain procedures for accuracy
• Research, compile and balance state and federal withholding data on a daily, monthly, quarterly and annually basis
• Generate amended tax returns and file with the IRS while managing multiple projects such as Beta Risk and Recovery testing
IRA Rollover Operations Specialist
Wells Fargo Advisors - St. Louis, MO
July 2008 to December 2011
• Create and maintain spreadsheets and team's policies and procedures; recognize trending and report findings to management
• Analyze customers' account data to assist with rollover process; support clients and resolve escalated issues independently
• Contact external clients to assist with the withdrawals, distributions, and rollover requests into an IRA account with the firm
• Voluntarily assist other departments with projects including the rollout of Smart Station and opening/closing of CD accounts
Licensing & Continuing Education Coordinator
Wells Fargo Advisors - St. Louis, MO
October 2006 to June 2008
• Analyze financial advisor's continuing education requirements; resident and non-residents insurance state licenses
• Provide quality service to our brokers via telephone, email and faxes in a timely manner
• Organize and maintain spreadsheets recognize trending and report findings to management
• Renew broker's resident and non-resident insurance state licenses; Follow up to ensure license renewals are processed
• Update informational guidelines and notify management Marketing
Specialist, Registration Clerk, Auction Block Clerk
Manheim Auto Auction - Granite City, IL
August 2003 to October 2006
Marketing Sales Representative
Gateway Classic Cars - Fairmont, IL
April 2006 to September 2006
Associate in Applied Science - 1 class remaining only available Spring semester in Accounting/ Bookkeeping
Southwestern Illinois College - Belleville, IL
May 2021
Associate in Applied Science - 5 classes remaining in Business Management Southwestern Illinois College - Belleville, IL
May 2021
• Microsoft Office (10+ years)
• Organizational Skills (10+ years)
• Project Management (5 years)
• Deadline Oriented (4 years)
• Advertising (1 year)
• Inside Sales (1 year)
• Customer Relationship Management (7 years)
• Bookkeeper (Less than 1 year)
• Salesforce (1 year)
• Analytical (5 years)
• Policy Development (2 years)
• Auditing (3 years)
• Implementation Testing (1 year)
• Account Reconciliation (2 years)
• Balancing (Daily, Monthly & Annually) (2 years)
• Liason (10+ years)
• Excel
• Customer Service
• Communication Skills (10+ years)
• Networking (10+ years)
• Microsoft Excel
• Computer Networking
• Accounting
• Microsoft Word
• Microsoft Powerpoint
• Computer Literacy
• Clerical Experience
• English
• Typing
• Financial Report Writing
• Software Testing
EDUCATION
SKILLS
• General Ledger Reconciliation
• Microsoft Access
• General Ledger Accounting
• Bank Reconciliation
• Journal Entries
• QuickBooks
• Tax experience
• Sales
• Driving
• Accounts Payable
• Accounts Receivable
• Office Management
• Cash Handling (4 years)
2013 Team Member of the Year
January 2014
2014 Premier Service Professional
September 2014
Food Handler Training Certificate
July 2018 to July 2021
Off-Premise Alcohol Certification
October 2020 to October 2023
BASSETT
American Safety Council
AWARDS
CERTIFICATIONS AND LICENSES
Management & Leadership Skills: Impact & Influence — Proficient August 2019
Adapting leadership style to accomplish goals using rational or emotional appeal. Full results: Proficient
Attention to Detail — Highly Proficient
August 2019
Identifying differences in materials, following instructions, and detecting details among distracting information. Full results: Highly Proficient
Supervisory Skills: Directing Others — Expert
August 2019
Motivating others through feedback to identify improvements or corrective actions. Full results: Expert
Research — Completed
August 2019
Following protocols, interpreting statistics and graphs, identifying errors, and choosing research methodology. Full results: Completed
Verbal Communication — Expert
August 2019
Speaking clearly, correctly, and concisely.
Full results: Expert
Customer Focus & Orientation — Highly Proficient
August 2020
Responding to customer situations with sensitivity. Full results: Highly Proficient
Work Style: Conscientiousness — Highly Proficient
August 2019
Measures a candidate's tendency to be rule-abiding, well-organized, hard-working, confident, and think before acting. Full results: Highly Proficient
Youth Program Counselor — Highly Proficient
August 2020
Leading, communicating with, and supporting youths. Full results: Highly Proficient
Electronic Health Records: Best Practices — Highly Proficient October 2020
Knowledge of EHR data, associated privacy regulations, and best practices for EHR use. ASSESSMENTS
Full results: Highly Proficient
Attention to Detail — Highly Proficient
October 2020
Identifying differences in materials, following instructions, and detecting details among distracting information. Full results: Highly Proficient
Office Manager — Proficient
November 2020
Scheduling and budgeting.
Full results: Proficient
Inside Sales — Highly Proficient
November 2020
Understanding and responding appropriately in sales scenarios, and performing common sales calculations. Full results: Highly Proficient
Principles of Accounting — Proficient
November 2020
Preparing financial records according to federal policies. Full results: Proficient
Customer Service — Highly Proficient
November 2020
Identifying and resolving common customer issues.
Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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