Heidi Pyrchalla

Experience

• 

  Checks Unlimited

  Sept 2014 - Feb 2015

  Customer Service Sales Specialist
• 

  Lowe's Companies, Inc.

  Feb 2015 - Jul 2018

  Lead multiple departments with teams of 3 to 6to successfully help provide best customer relationship building on sales floorReorganized and managed inventory to increase sales and streamline questions from customers in located necessary itemsBuilt relationships with employees and customers which created better work environments and more trustConfidently took on big problem projects helping to resolve issues that had been occurring for over a year while preventing further costs Handled hundreds of POS transactions efficiently while being aware of all theft and safety procedures to ensure the least amount of inventory lossLead team of 3 to 10 cashiers daily ensuring proper coverage in order to maintain the best customer experienceMaintained a fair and honest demeanor in order to accurately help other employees and customers with problems as well as open and close the store.

  • Department Manager

    Feb 2015 - Jul 2018

  • Head Cashier

    Feb 2015 - Oct 2015
• 

  Mary Kay Inc.

  Jan 2017 - Feb 2022

  Independent Consultant

  Achieved monthly sales goals Maintained all aspects of business through proper inventory, customer relations, and staying current on knew product knowledge and benefitsBuilt customer base of 150 by hosting multiple outreach events and speaking directly with the public.Sharpened soft skills such as time management, communication, leadership, CRM, organization, event planning, problem solving, critical thinking, adaptability, creativity, emmotiuonal intelligence

• 

  Charles Schwab

  Jul 2018 - now

  -Proficient in managing project documentation using SharePoint and Confluence, ensuring organized and accessible information for efficient collaboration.-Skilled in producing project financials, tracking resource allocations, and assisting with invoice processing, maintaining meticulous financial records.-Adept at planning and coordinating meetings and workshops, ensuring smooth logistics and resource management.-Strong interpersonal and communication skills for facilitating project meetings, publishing agendas, and maintaining effective relationships with stakeholders and team members. Show less -Transitioned quickly and prosperously from mainly retail industry experience to the financial industry and achieved the passing of the Series 7 and 63 licenses-Handled 50 plus inbound phone calls from advisors gaining trust by demonstrating advance problem solving and critical thinking skills to answer complex questions-Managed daily workload of client case paperwork processing in addition to advisor interactions-Worked cross functionally with many different department and teams in order to deliver the best and most accurate answers to advisors and clients Show less

  • Project Manager

    Mar 2022 - now

  • Senior Advisor Services Relationship Specialist

    Jun 2020 - Mar 2022

  • Advisor Services Relationship Specialist

    Jul 2018 - Jun 2020