Summary
Overview
Work History
Education
Skills
Certification
Personal Information
PROFESSIONAL REFRENCES
Timeline
Generic

MONTANA JENNINGS

TANGAMBALANGA,VIC

Summary

I'm wanting to expand my knowledge and education with Financial Planning. After being in the financial industry for 9 months I have fallen in love with this career path and where it can take me. I'm eager to help people live their best life and be able to achieve their financial goals. I have met and worked for many amazing Financial Advisors who have all attended Swinburne and have spoken of how great of an educational experience they had. I'm hoping to be able to achieve the same dream and education as many of my colleagues.

Overview

9
9
years of professional experience
1
1
Certification

Work History

RELATIONSHIP MANAGER

Invest Blue
10.2023 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
  • Developed strategic plans for day-to-day financial operations.
  • Utilized financial software to prepare consolidated financial statements.
  • Supported financial director with special projects and additional job duties.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

SHIFT MANAGER

Wodonga Homemaker McDonald's
01.2023 - 02.2024
  • Balanced cash drawers and resolved financial discrepancies using receipts and financial documents
  • Established and maintained positive and professional employee relationships
  • Tracked store inventories and replenished item levels by ordering new products
  • Tracked employee progress and implemented corrective actions to minimize mistakes and promote growth
  • Prepared and submitted daily reports to management
  • Conducted daily walkthroughs of the store, identifying potential risks or hazards
  • Communicated important company information and policy changes to staff members
  • Maintained a safe work environment by enforcing company policies and procedures
  • Organized promotional events and conducted sales campaigns to drive revenue growth
  • Addressed customer complaints and resolved conflicts
  • Implemented corrective actions for substandard employee performance
  • Taught newly hired team members and shift managers business policies and procedures
  • Provided guidance and support to shift teams, ensuring all tasks were completed on time and efficiently
  • Ensured compliance with food safety regulations and quality standards
  • Created staff teams and delegated work tasks to increase productivity
  • Set employee schedules and made staffing adjustments to get shifts covered
  • Documented absences and tardiness of assigned team members
  • Monitored employee activities to detect any potential violations or risks of non-compliance.

GUEST SERVICES AGENT / RESERVATIONS

Event Hospitality
11.2018 - 11.2020
  • Used quick response and dynamic service skills to build relationships with patrons, improving customer retention rate
  • Immediately contacted housekeeping staff and maintenance department regarding guest room issues, to promote quick remediation
  • Arranged accommodations and travel plans for visitors and presented updated itineraries
  • Provided guests with above-and-beyond service, including making outside venue reservations and setting up tours
  • Reported facility and room maintenance problems to appropriate personnel for immediate remediation
  • Answered multi-line phone system, responded to inquiries, and transferred calls to correct departments and personnel
  • Updated customer accounts with add-on room charges, including minibar use and room service bills
  • Trained and mentored new personnel hired to fulfill various roles
  • Greeted daily visitors and customers upon arrival, helped and answered questions to build rapport and retention
  • Maintained transaction security by verifying payment cards against identification
  • Maintained financial accuracy by collecting deposits, fees, and payments
  • Kept accounts in balance and ran daily reports to verify totals
  • Exhibited high-level proficiency with Microsoft Office software and related applications.

RETAIL ASSISTANT

MCDONALDS
01.2015 - 10.2018
  • Balanced and organized cash register by handling cash, counting change, and storing coupons
  • Employed strategic tactics such as cross-selling and upselling to drive sales
  • Restocked display cases with attractive arrangements to promote specialty food items like bagels and muffins
  • Prevented infections and maintained store professionalism by cleaning and sanitizing work areas
  • Trained and mentored new personnel hired to fulfill various roles
  • Fielded questions and solved problems by informing customers of current promotions and store policies
  • Recommended products based on solid understanding of individual customer needs and preferences
  • Learned every menu preparation and numerous off-label drinks to meet all customer needs
  • Mentored new team members on POS system operation, customer service strategies, and sales goals.

Education

YEAR 12 CERTIFICATE -

HASTINGS SECONDARY COLLEGE
Port Macquarie, NSW
11.2017

Skills

  • Time management
  • Word processing
  • Opening and Closing Procedures
  • Cash Handling
  • Food Safety and Sanitation
  • Performance Tracking and Evaluations
  • Energetic and Enthusiastic
  • Delegating Work
  • Administration and Reporting
  • Negotiation and Conflict Resolution
  • Employee Coaching and Mentoring

Certification

  • Management Development
  • Food Safety
  • Safety and Security
  • First Aid Certified
  • Fire Safety Certified

Personal Information

Title: Relationship Manager

PROFESSIONAL REFRENCES

Caleb Chapman - Wodonga Homemaker McDonald's,  Assistant Restaurant Manager 

  • 0401060511 - cjchapman3416@gmail.com


Jody Fleming - Senior Financial Advisor & Team Leader, Invest Blue Wodonga

  • jo@jffinancial.com.au

Timeline

RELATIONSHIP MANAGER

Invest Blue
10.2023 - Current

SHIFT MANAGER

Wodonga Homemaker McDonald's
01.2023 - 02.2024

GUEST SERVICES AGENT / RESERVATIONS

Event Hospitality
11.2018 - 11.2020

RETAIL ASSISTANT

MCDONALDS
01.2015 - 10.2018

YEAR 12 CERTIFICATE -

HASTINGS SECONDARY COLLEGE

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