GIANNA WARFEL
St Louis
Summary
Dynamic and results-oriented professional with a proven track record at U.S. Bank. Adept at enhancing client relationships and streamlining operations, excelling in team leadership and problem-solving. Skilled in prioritizing tasks, bringing a blend of analytical and interpersonal skills to consistently exceed expectations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investments Operations Specialist
U.S. Bank
01.2025 - Current
- Manage high volumes of accounts, ensuring timely processing of contributions, distributions, and rollovers.
- Maintain detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
- Examine documents for accuracy, legality and compliance with pertinent regulations.
- Expedite resolution of account discrepancies by collaborating closely with other departments.
- Implement process improvements that resulted in faster turnaround times for account updates and modifications.
Client Relationship Consultant
U.S. Bank
06.2022 - 01.2025
- Developed relationships with customers through timely follow-up, sound advice, and quality service.
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings.
- Maintained knowledge of bank products, services, policies, procedures, and regulations.
- Identified cross-selling opportunities and recommended banking products and services to customers.
- Cultivated strong working relationships with team members to ensure successful operations.
General Merchandise Team Lead
Target
11.2021 - 06.2022
- Demonstrated strong organizational skills with effective time management across multiple projects.
- Managed day-to-day operations of the merchandise team, including inventory management and stock replenishment.
- Monitored inventory levels closely in order to prevent overstocking or outages at stores due to lack of supply.
- Inspected merchandise and products to determine quality, value, and yield.
Fulfillment Expert
Target
05.2020 - 11.2021
- Maintained accurate records of customer orders and delivery status to ensure timely fulfillment.
- Responsible for ensuring that all orders are properly packaged prior to shipping out.
- Met or exceeded personal and department sales goals.
- Utilized problem-solving skills to troubleshoot any issues related to online ordering or delivery services.
- Rotated between jobs to pull items, pack items, and load pallets.
Shift Leader
McDonald's
01.2019 - 03.2020
- Trained new employees in job duties, safety procedures, and company policies.
- Managed store closing and opening procedures to ensure safety and security.
- Assisted customers with inquiries, orders and complaints in a timely manner.
- Monitored team performance to ensure quality standards were met.
- Managed inventory levels and minimized loss, following company systems and guidelines.
- Created successful shift plans, adjusting team member line-up to achieve shift efficiency.
Crew Member
McDonald's
10.2016 - 12.2019
- Greeted customers in a friendly and professional manner, ensuring customer satisfaction.
- Coordinated with other crew members to complete assigned tasks quickly and effectively.
- Cross-trained in multiple positions within the store as needed.
- Completed all store opening and closing procedures.
- Followed health department regulations for handling food products properly.
- Operated kitchen equipment safely according to standard operating procedures.
- Trained new employees regarding company policies and food preparation procedures.
Education
High School Diploma -
Hillsboro Sr. High School
05.2017
Skills
- Team Leadership & Development
- Problem-Solving
- Client Relationships
- Detail-oriented approach
- Work Planning and Prioritization
- Performance Tracking
- Operational processes
- Operational efficiency
Certification
- NMLS, U.S. Bank, 2022
- Notary Public, State of Missouri, 2022
Timeline
Investments Operations Specialist
U.S. Bank
01.2025 - Current
Client Relationship Consultant
U.S. Bank
06.2022 - 01.2025
General Merchandise Team Lead
Target
11.2021 - 06.2022
Fulfillment Expert
Target
05.2020 - 11.2021
Shift Leader
McDonald's
01.2019 - 03.2020
Crew Member
McDonald's
10.2016 - 12.2019
High School Diploma -
Hillsboro Sr. High School
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