Customer Service Financial Planning

Katrena Y. Hester

Fairburn, GA ***** 404-***-**** *************@*****.***

FINANCIAL PLANNING PROFESSIONAL

A Certified Financial Planner candidate and detail-oriented professional with 10+ years of expertise in a laboratory environment and interest in entering the financial planning industry. Recognized for the ability to quickly become a subject matter expert and for excellence in customer service. Possesses strong analytical thinking, problem solving, and verbal and written communication skills. Collaborates with all members of the organization to achieve financial wins that support the business and customer. Technically proficient in Microsoft Word, Outlook, Excel and Power Point.

CORE COMPETENCIES

Investment Strategies

Investor Education

Life Insurance, Annuity, Mutual Funds

Retirement Planning

Portfolio Management

Client Acquisition & Retention

Customer Service Excellence

Income Forecasting

Industry Networking

Product Stability

Consultative Selling

Teamwork & Collaboration

TRANSFERABLE SKILLS

Provides leadership, insight, and guidance to staff and customers

Utilizes creative mindset to develop new ideas, provide recommendation and facilitate business process improvements

Plans and organizes next steps according project objectives and goals

Handles competing priorities with ease while ensuring adherence to tight deadlines

PROFESSIONAL EXPERIENCE

CITY OF EAST POINT, Laboratory Analyst/Chemist, East Point, GA Dec 2007 – Present

Supervise, direct, evaluate, and train staff; manage performance and address employee and customer concerns.

Responsible for overseeing day to day laboratory operations.

Develop and determine methods and procedures for compliance analyses, conformance to state and federal specifications, and investigation of microbiological and chemical problems related to the water and/or wastewater treatment processes.

Perform mathematical calculations, statistical computations, and analytical quality control calculations to analyze trends.

Prepare written materials for reporting to state agencies in order to maintain compliance with laboratory licensure.

Communicate verbally and in writing with other employees, vendors, customers, and management staff in order to explain chemical data analysis, technical data, and review of technical specifications; maintain database with all analytic results.

Purchase and perform physical inventories of spare parts, laboratory equipment, and chemicals.

Performs in-house quality control and laboratory tests for iron, manganese, chlorine, chloride, alkalinity, and ph.

Maintain, clean, and calibrate laboratory instruments, lab ware, and laboratory facilities.

Operate a variety of standard office equipment (personal computer, calculator, fax) to communicate and receive information.

Key Accomplishments

Saved city money by streamlining the customer outreach project.

Digitized CCR reporting by making it available on the city’s website which saved the city over $2,000.

Designed new spreadsheets and updated SOPS which saved time and created easier ways to access information.

Increased employee productivity by organizing workspaces, ordering proper supplies for laboratory and making purchasing supplies easier, which helped the city to regain certification.

Collected 30 samples from residents within one week for a lead and copper project which provided important information to customers concerning the safety of their drinking water.

EDUCATION & QUALIFICATIONS

Bachelor of Science, Agricultural Science, Tennessee State University, Nashville, TN

Certificate, Certified Financial Planner, Oglethorpe University, Atlanta, GA Training: Certified Laboratory Analyst

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