Carley Yancy

Experience

• 

  Chili's

  Jun 2008 - Jul 2013

  Lounge Server

  Certified Trainer:• 5-years of experience demonstrating leadership qualities in addition to an area wide training session and quarterly meetings. • Administered 5 training modules and oversaw trainee progression for over 10 employees. • Instilled confidence in new employees by teaching product details and upsells to improve sales.

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  Uline

  Jul 2013 - Jul 2018

  • Ensured company standards of excellence were met through monitors of employee performance and delivery of feedback in a meeting setting• Acted as a liaison between customer service representatives and managers• Approved credits and shipping adjustments for escalated issues and service failures to guarantee customer satisfaction• Coached employees to learn procedures and develop their roles within the company• Reviewed employee performance with regards to metrics and report data• Contributed to community outreach by setting agendas, conducting meetings, and leading our branch’s community service committee• Ability to meet deadlines and handle heavy work volume by multitasking and setting my own schedule to accomplish my daily tasks• Continued to perform my phone, email processing, helpline and product questions duties to assist with service levels Show less • Worked with Uline’s vendors, Quotes, Marketing, Backorders, and Warehouse departments to answer involved product questions and compliancy requests. • Peer Mentor for new hires on side by side sessions for phones, emails, chats, product questions, and helpline. • Critical thinking skills developed through monitoring of employee statistics, problem solving and developing action plans with help desk responsibilities. Project lead for company community outreach committee. • Organized branch blood drive, composed monthly newsletters highlighting volunteer opportunities, established company community involvement. Show less

  • Senior Customer Service Leadership

    Jan 2018 - Jul 2018

  • Contact Center Helpline Operator

    Jul 2013 - Jul 2018
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  Sweat 4 Service

  Aug 2016 - now

  Co-Founder, Event Coordinator, and Development

  • Responsible for calendar and event management• Point of contact for financial, and regulatory matters• Handled expansion projects out of DFW area to Austin, TX

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  Northwestern Mutual

  Jul 2018 - Mar 2020

  ASSET Coordinator responsible for Advisor Development, Client Financial Planning, Asset Handling, and Office Operations• Development and Training for Financial Advisors • Responsible for formulation of comprehensive financial planning documents and fiduciary recommendations for clients• Compliant check handling and expedited processing• Coordinated office operations and conducted review and analysis of office production trends Financial Advisor• Brought relief to as many people as possible by problem solving the cause of financial stress as well as providing options in life. • Helped my clients reach financial security by introducing strategies to begin saving early, saving more, and saving in a tax efficient way. • Focused on comprehensive and holistic financial planning, and fostered enduring relationships with clients as we continually worked on a financial plan.

  • Asset Coordinator

    Aug 2019 - Mar 2020

  • Financial Representative

    Jul 2018 - Aug 2019
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  Celanese

  Mar 2020 - now

  Customer Advisor