Michael Reid, MBA

Experience

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  CVS Pharmacy

  Mar 2007 - Sept 2010

  Pharmacy Technician

  • Fulfillment of prescription orders, customer service, and point of sale.• Appointed to Lead Inventory Specialist in charge of stocking and pricing medication.

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  H-E-B

  Sept 2010 - Jul 2015

  Lead Pharmacy Technician

  • Selected to lead a team of pharmacy technicians tasked with patient outreach.• Tasked with creating employee goals, training procedures, and corrective feedback.• Utilized root cause analysis (DMAIC Method) to create and implement process improvements.

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  Capital Group | American Funds

  Jul 2015 - Mar 2018

  Sr. Client Service Representative

  • Mutual Fund and Retirement Plan investing, fund performance analysis, and share allocation.• 18-Month leadership intern overseeing up to 60 contracted workers. • Provided coaching, training goals, corrective feedback, and action plans.• Provided over-the-phone customer service to investors and financial advisors.• Created and implemented a tiered error reporting system to provide feedback to workers.

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  Shipt

  Jul 2017 - Sept 2019

  Personal Shopper

  • Scheduling, shopping, and delivering grocery orders to members.• Providing in-store training and assistance to new or inquisitive shoppers.• Member of the 1500+ Shops Club, maintaining an above average quality rating, acceptance rating, and on-time delivery rating.

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  Bank of America

  Sept 2019 - Jun 2021

  • Direct to client sales of financial products, including checking/savings accounts, credit cards, auto loans, CDs, IRAs, as well as managing referral pipelines to Mortgage Lending Officers and Financial Advisors.• Managing sales performance through use of balanced scorecards, which include client acquisition, relationship deepening, and deposit growth, including personal and business relationships. • Daily activities include client outreach, sales tracking, appointment setting, client follow-up, listening for opportunities in the lobby, and increasing product knowledge.• January 2020 Crown Hill Bank of America Employee of the Month Show less

  • Performance Coach

    Mar 2020 - Jun 2021

  • Relationship Banker

    Sept 2019 - Mar 2020
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  Lennwell Notary

  Jul 2021 - Jan 2023

  Owner, Notary Public

  • Owner, operator, notary public at Lennwell, LLC dba Lennwell Notary.• Performing notarial acts virtually as a remote notary, and in-person as a mobile notary.• Building service and fee structure.• Scheduling and preparing for appointments with clients.• Creation and maintenance of book of business.• Bringing in new business through advertising, SEO, lead generation, and encouraging referrals.• Managing business finance.

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  HomeStreet Bank

  Dec 2022 - Jan 2024

  Personal Banker

  • Client facing sales and customer service, recommendation of banking products, account establishmentand maintenance, and building relationships with current and prospective clients.• Cultivating relationships with prospective business clients and providing private banking services.• Operational duties such as branch opening, branch closing, teller, record keeping, and ATM settlement.• Representative for Homestreet at University of Washington athletic events.• Volunteering with University Heights, University Family YMCA, Rosie's Village, and more.• Social media marketing. Show less

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  Sound Credit Union

  Jan 2024 - now

  Assistant Manager