Campbell Allen

Developed and implemented a new onboarding process for tellers to support a seasonal influx of international clients, improving service consistency and reducing training time. Manage ongoing relationships with 300+ clients, providing personalized guidance and resolving account and service issues.

Created and delivered one-on-one presentations guiding clients through full financial planning, including benefits, 401(k) and 403(b) options, employer matching, insurance, and retirement/estate planning. Reviewed clients' existing employer-provided benefits and policies and explained them in clear, accessible terms.

Oversaw and led internal workshops to train accountants on how to position service offerings to clients, improving cross-team communication and consistency. Grew social media engagement 6x and generated an average of 30 qualified leads per week through original content creation.

Trained and onboarded new hires on systems, processes, and customer interactions, coaching them to full self-sufficiency in under 1 month (33% faster than company average). Conducted regular performance reviews and team-building activities for a 5 person team while creating and managing weekly staff scheduling.

Supervised, trained, and supported 24 volunteers, in part by conducting weekly one-on-one performance and wellness check-ins. Led small-group and organization-wide meetings, resolved interpersonal conflicts, and coached individuals through challenges, improving team performance 2.5x over the prior group.

Grade: 3.53

Bachelor of Arts in Communication Studies from Brigham Young University, with a GPA of 3.53 and relevant coursework in public speaking and interpersonal communication.