Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Evan Marshall

Bulls,MWT

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience

Work History

Advisor

NZDF - Army
04.2017 - 08.2023
  • Built and maintained relationships with clients to provide ongoing support.
  • Facilitated communication and collaboration between departments to help business function smoothly.
  • Planned, developed, and implemented strategies to convey information with key decision makers.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Assisted in the development of training materials for new advisors, improving overall team performance.
  • Trained new and existing employees on customer service best practices to improve overall customer handling skills.
  • Anticipated responses and prepared clear and articulate answers.
  • Produced detailed reports outlining key issues and proposed solutions.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Coordinated work or project dedicated to raise awareness of need, applying strong project, and team leadership to enhance success.
  • Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
  • Conducted workplace compliance training to reduce liability risks and operate effectively.
  • Monitored customer service operations to confirm compliance with quality standards.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Participated in networking events to expand professional connections and attract new clientele.
  • Improved processes by recommending operational changes.
  • Delivered informative presentations at seminars, educating prospective clients on personal finance topics such as retirement planning or wealth management strategies.

Manager

NZDF - Army
12.2015 - 12.2017
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.
  • Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
  • Improved safety procedures to create safe working conditions for workers.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Developed detailed plans based on broad guidance and direction.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.

Manager

NZDF - Army
12.2007 - 12.2014
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Onboarded new employees with training and new hire documentation.
  • Cross-trained existing employees to maximize team agility and performance.
  • Improved safety procedures to create safe working conditions for workers.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.

Education

Saint Augustine, Wanganui

Skills

  • Relationship Building
  • Strategic Planning
  • Training and mentoring
  • Presentations and public speaking
  • Career Planning
  • Critical Thinking
  • Problem-Solving
  • Decision-Making
  • Staff Supervision
  • Conflict Management
  • Individual Counseling
  • Administration Required Reporting
  • Workforce Readiness
  • Mental health assessments
  • Suicide Prevention
  • Career advising
  • Peer Counseling
  • Conflict Mediation
  • Interview coaching
  • Lectures and Discussions
  • Employer Relations
  • Policy and procedure improvements
  • Progress Reporting

Languages

English
Native or Bilingual
NZSL
Native or Bilingual

Timeline

Advisor

NZDF - Army
04.2017 - 08.2023

Manager

NZDF - Army
12.2015 - 12.2017

Manager

NZDF - Army
12.2007 - 12.2014

Saint Augustine, Wanganui

Similar Profiles

CREATE PROFILE
Evan Marshall