Team Lead in Retail Finance Operations

Sydney Werner

Charleston, SC • 803-***-**** • **********@*****.*** • www.linkedin.com/in/sydney-werner Motivated Team Lead at Target with a Finance degree and a strong background in both financial operations and team management. Skilled in leading cross-functional teams, optimizing performance, and applying financial insights to drive business results in a fast-paced retail environment. Experience

JANUARY 2026 – PRESENT

Specialty Sales Team Lead Target Charlottesville, VA

• Lead and motivate a team of 15 team members in Apparel, Beauty, and Electronics by training, mentoring, and coaching team members to foster a high-performance environment.

• Develop and implement strategies to achieve departmental sales targets in Apparel, Beauty, and Electronics at a $70 million/year store.

• Oversee inventory management, ensuring stock levels are maintained and replenished efficiently across all departments to meet customer demand and minimizing stockouts.

• Support store operations by ensuring compliance with company policies and procedures including merchandising, safety standards, and loss prevention.

• Foster a positive, collaborative work environment, leading by example in professionalism, product knowledge, and customer-first mentality.

NOVEMBER 2024 – JANUARY 2026

Small Format Team Lead Target Charleston, SC

• Lead and motivate a team of 30 team members across the entire store by training, mentoring, and coaching team members to foster a high-performance environment.

• Develop and implement strategies to achieve departmental sales targets in Apparel, Beauty, and Electronics.

• Oversee inventory management, ensuring stock levels are maintained and replenished efficiently across all departments to meet customer demand and minimizing stockouts. JUNE 2024 – OCTOBER 2024

Financial Services Representative MassMutual SC Charleston, SC

• Met with an average of 24 prospects per week to discuss their current financial situation and build a plan to enhance their financial outlook.

• Offered wholistic financial planning to all clients.

• Obtained a Life, Accident, and Health Insurance License as well as the Securities Industry Essentials (SIE) License while growing my practice full time.

• Attended an average of 2 networking events per week to engage with new prospects. MAY 2023 – AUGUST 2023

Intern First Command Financial Services North Charleston, SC

• Responsible for administrative and front desk duties including answering phone calls, calling an average of 20 clients per day to ensure their information is up to date for their next appointment, correctly processing signed insurance policies, mailing policies to clients, and processing checks.

• Shadowed financial advisors during client meetings.

• Attended and assisted in planning 5 marketing events.

• Maintained strict compliance when working with client’s sensitive financial information. MAY 2022 – NOVEMBER 2024

General Merchandise Team Member Target Charleston, SC

• Developed excellent customer service skills through hundreds of customer interactions daily.

• Responsible for non-managerial duties including new staff training, fulfillment of large orders, and quality assurance.

• Ensure the store is clean, organized, and customers have a pleasant shopping experience.

• Ensure the stockroom is organized and well-kept, increasing employee productivity when stocking/back-stocking product.

Education

MAY 2024

Bachelor of Science in Finance Minor in Leadership for Sustainability College of Charleston Charleston, SC

Achieved a 3.50 GPA with coursework including Advanced Valuation and Corporate Financial Analysis, Individual Risk Management and Insurance, and Intermediate Business Finance. Skills

Organized • Analytical & Attention to Detail • Business-minded • Excellent time management • Conflict management • Team Oriented • Data analytics • Excellent communication skills • Excel • Microsoft Office

Licenses/Certifications

Securities Industry Essentials License • Life, Accident, and Health Insurance License • Google Data Analytics Certification • Food Safety Certification

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