Jo Henkel

Experience

• 

  Starbucks

  Aug 2007 - Aug 2008

  Barista

  Constructed coffee beverages based on Starbucks recipesEntertained and bantered with customers Kept the shop clean and maintainedDeveloped excellent customer rapport

• 

  Victoria College

  Jan 2009 - Jul 2011

  Handled compounds and chemicals Mixed color glazes from recipesAssisted professor in any additional work needed Unloaded clay shipmentsLoaded/unloaded kilns and fired work in a safe manner Direct assistant to museum secretaryLed tours of school kids Helped construct education workshopsAssisted with exhibit layout and set-upReceptionist at Museum openings

  • Ceramic Studio Assistant

    Aug 2008 - Jul 2011

  • Museum Assistant

    Jan 2009 - May 2011
• 

  University of North Texas

  Apr 2013 - Jul 2015

  Yoga Instructor

  Flawlessly led challenging Vinyasa yoga sequences for studentsTaught modifications for all levels Developed a solid base of regular students/followersCertified in CPR

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  Big Mikes Coffee and Tea

  May 2013 - Jul 2015

  Artisan Barista

  Prepared delicious and aesthetically pleasing lattes, cappuccinos, and mochas utilizing high quality ingredientsBuilt excellent rapport with customers Committed to thorough cleaning of shop on a daily basis

• 

  Ettain group

  Jul 2015 - Jul 2017

  National Accounts Recruiter

  Conducted full cycle recruiting for quality candidates for multiple client needs including, but not limited to, Data, Business, and QA Analysts, Project Managers, QA and Network Engineers, UI/UX Developers, .Net, and Java Developers, etc.Utilized a web of resources to source for direct hire, contract to hire, and contract positions using Bullhorn and eRecruit ATS in conjunction with Dice, LinkedIn, and ZipRecruiterMaintained excellent candidate relationship and rapport and gave candidates feedback in a timely manner by managing a personal follow up schedule with account managersConducted structured interview preparations and interview feedback for clients Selected as a dedicated recruiter for specific clients and projects due to outstanding candidate quality and persistence in full cycle sourcing Show less

• 

  Hen and the Cocks

  Jan 2017 - now

  Band Manager

  Booking shows, scheduling rehearsals, and coordinating band member schedulesManaging email and social media communications Creating, writing, and posting engaging social media content Keeping a pulse on the music and concert scene Writing songs, performing, and singing as the band's frontwoman

• 

  Maxsys Solutions

  Jul 2017 - Sept 2017

  IT Technical Recruiter

  Responsible for independent full cycle recruiting for quality candidates for clients, from sourcing to onboardingSourced for Application Developers, Business/Data/QA Analysts, Network Engineers, etc. using LinkedIn Recruiter, Dice, and Bullhorn Applicant Tracking System (ATS)Conducted thorough phone screenings of sourced candidates, kept candidates engaged and excited in the positions discussed, and provided prompt feedback on open roles and interviews

• 

  Fidelity Investments

  Feb 2018 - now

  Oversees and processes various high value financial transactions; this includes the identification, investigation, escalation, and resolution of all internal production or customer-related issues in a timely and efficient manner. Works closely with client managers and customer service representatives, processing transfers between customer accounts while adhering to company protocols & department requirements and proceduresResponsible for strategic planning, leading initiatives, and driving operational excellence across the organization.Attended 6 month internal Scrum Master shadowing program, learning Agile methodology and co-leading Sprint Planning, Backlog Refinement, Daily Scrums, & Sprint Retrospectives Show less Along with managing the duties in my designated Fidelity role, I am 1/3 of a dynamic, core group of passionate employees who successfully established the Regional Westlake Sustainability Team.By using Outlook, our internal social media site, Ribbit, and coordinating a reusable water bottle/straw giveaway, we conducted a far-reaching awareness campaign of the newly established, and aptly-named, Sustainability Squad across a 5,000+ employee campus.Closely following the campaign, I single-handedly organized and led the first Sustainability Campus Tour, taking a small group of associates and apprising them of the sustainable initiatives Fidelity had already put into full effect and what goals the company had set for the future.Shortly after our team's initiation, we organized a well-attended and successful brainstorming session open to all associates where employees were encouraged to bring their own ideas for environmentally friendly pursuits the company could entertain to the table - we used Mural to quickly consolidate this plethora of ideas to present to our Real Estate team to see what ideas were feasible.Between events, we, the core members, kept up regular meetings and opted to set up a SharePoint site via Jira to streamline sharing, managing, and editing Word/Excel/PowerPoint docs to keep track of interested associates, organize ideas for upcoming initiatives, present successes to the heads of the Fidelity Environmental Sustainability Office, etc.December 2019, I was invited to and attended the first annual Fidelity Sustainability Summit at the Boston headquarters and led a presentation detailing our team's 2019 successes and our intentions and goals for 2020. Show less Was promoted to a flex monetary processor in less than a year. Now responsibilities are divided between taking phone call requests and processing written requests, including but not limited to, Transfer of Assets (TOA’s), Qualified Charitable Distributions (QCD’s), 529 Plan Rollovers, Distributions/Redemptions, Purchases/Contributions, etc.Through continued excellence in call and processing quality, selected to undergo complex Retirement Specialist phone gate training – applying new skills to calculating client RMD’s, walking clients through complex scenario requirements, etc.Frequently requested to attend departmental meetings where I am actively involved in discussing Agile processes that could be applied to our department, overall process improvement, and digitization of service and business unit efficiencyResponsible for helping onboard and train new hires, honing their phone and system navigation skills – commended by many trainees on my organized feedback process Show less Started solely as a phone representative responsible for taking inbound calls managing and processing qualified and non-qualified account requests from shareholders and financial advisors. Responsibilities included, but were not limited to, providing appropriate, scenario-specific paperwork, answering factual questions about funds and products, executing account maintenance, and conducting high volume trades and exchanges all the while providing an extraordinarily pleasant, expedient customer experience. Show less

  • Senior Operations Representative

    May 2021 - now

  • Sustainability Regional Core Leader

    Jun 2019 - Jun 2023

  • Representative

    Feb 2018 - May 2021

  • Institutional Operations Representative I

    Feb 2018 - Dec 2018