Amber Wimbish
Stuart
Summary
Communicative Human Services professional with respect for diverse values and cultures. Determined professional with 7 years of experience supporting individuals in our community and fostering strong partnerships. Remains calm and poised in all types of situations. Enjoys working with the public and finding solutions to best fit the cliental I am working with.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Carter Bank & Trust
09.2022 - Current
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and implemented risk management strategies to minimize financial losses.
- Built and established relationships with clientele to improve future business opportunities.
- Developed and maintained database of financial records for clients.
Executive Assistant
Legacy Wellness
12.2021 - 07.2022
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Documented client progress in confidential files.
- Performed client assessments and developed treatment plans.
- Provided clients with recommendations to community resources.
- Evaluated patients and implemented comprehensive treatment plans to enhance mental health.
- Maintained client records to document assessment, treatment plans and progress.
- Utilized motivational interviewing techniques to increase client engagement in treatment.
Health and Family Advocate
Step Inc
08.2017 - 08.2020
- Visited homes of families and maintained appropriate contact as directed by agency procedures.
- Managed heavy caseload using well-developed time management, organizational and task prioritization skills.
- Collaborated with families to assist in growth, development and education to increase potential.
- Identified available community resources and programs for families of disabled children.
- Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.
- Planned, promoted and managed parent workshops on assisting children in attaining academic success.
- Conducted outreach to families and other community partners to identify ways to address social, emotional and behavioral needs.
- Maintained detailed case histories, metrics and reports to meet strict standards.
- Worked with educational team to develop Individual Education Plans (IEPs) for students.
Education
Associate of Science - Human Services
Patrick Henry Community College
Martinsville, VA05.2023
Skills
- Document Organization
- Health and Human Services
- Counseling Advice
- Effective Customer Communication
- Client Support and Assistance
- Client Meetings
- Client Satisfaction
- Effective Listening
- Case Planning and Management
- Assistance Program Knowledge
Timeline
Financial Services Representative
Carter Bank & Trust
09.2022 - Current
Executive Assistant
Legacy Wellness
12.2021 - 07.2022
Health and Family Advocate
Step Inc
08.2017 - 08.2020
Associate of Science - Human Services
Patrick Henry Community College
Similar Profiles
KAYLA LYONSKAYLA LYONS
Financial Services Representative at Carter Bank & TrustFinancial Services Representative at Carter Bank & Trust
Merima PughMerima Pugh
Financial Services Representative at Carter Bank & TrustFinancial Services Representative at Carter Bank & Trust
Merima PughMerima Pugh
Financial Services Representative at Carter Bank & TrustFinancial Services Representative at Carter Bank & Trust