katrina wiltshire

cx and support services trainer

About

I am a highly skilled and motivated Senior Facilitator, Trainer and Performance Consultant who is passionate about providing excellent customer service and coaching and mentoring employees throughout all levels of their career. I've included a sample of a brief customer service presentation I created.

Country

united states

City

charlotte

Industry

financial services

Skill

training, facilitation, coaching, business continuity planning, process improvement, relationship management, series 63, financial services, mutual funds, retirement planning, investments, retirement, series 6, nc life and health license, employee learning and development, organizational learning, business performance management, employee training, leadership, consulting, 401 retirement savings plans, risk management, business relationship management, business process improvement, business analysis

Experience

senior performance consultant

sr performance consultant

1993-4 - 2015-10 · 22 yrs 7 mos

cx and support services trainer

amerigas

2020-6 - Present · 6 yrs 4 mos

learning consultant

wells fargo

2016-9 - Present · 10 yrs 1 mo

* Training employees at all levels of the organization surrounding a new compliance platform built for the Bank * Develop training materials for employees across the organization * Prepare training scenarios for use during training * Testing the training environment to ensure proper operation and determine system stability * Meet with business units to understand appropriate training needs and solutions.