Phoebe-Marie Monette

Detail-oriented administrative and operations professional with a Bachelor of Science in Project Management and over five years of experience in high-volume, customer-facing, and compliance-driven environments. Skilled in calendar and travel coordination, document preparation, data tracking, and process organization. Known for handling frequent interruptions and shifting priorities while maintaining accuracy, discretion, and professionalism.

Adept at interpreting and applying policies, supporting management with minimal supervision, and interacting effectively with staff at all levels and external customers.

Banker at Wells Fargo (2025-11 – Present)

Serve as a primary resource for clients and team members in daily matters, gathering information, clarifying requirements, and coordinating actions to meet service and compliance objectives.

• Serve as a primary resource for clients and team members in daily matters, gathering information, clarifying requirements, and coordinating actions to meet service and compliance objectives.
• Prepare and process a high volume of documentation, including account forms, internal reports, and client correspondence, ensuring accuracy, correct formatting, and adherence to regulatory and internal policy requirements.
• Independently manage a dynamic workload in a fast-paced environment with frequent interruptions, balancing client appointments, walk-in requests, and time-sensitive transactions while maintaining strict attention to detail.
• Research, track, and resolve complex client issues, applying policy and procedures, exercising mature judgment, and escalating when appropriate to ensure timely and accurate resolution.
• Maintain organized, compliant records and tracking systems to support audits, branch reporting, and ongoing monitoring of transactions and action items.
• Coordinate with management and colleagues to prioritize activities, support branch goals, and provide a high level of customer service to internal and external stakeholders.

Teller at Wells Fargo (2024-09 – 2025-11)

Serve as a primary resource for clients and team members in daily matters, gathering information, clarifying requirements, and coordinating actions to meet service and compliance objectives.

• Promoted from Teller to Banker in recognition of accuracy, reliability, and strong customer service.
• Consistently maintained near-perfect cash balancing and documentation accuracy, demonstrating strong attention to detail and follow-through.

Certified Personal Trainer & Front Desk / Sales Associate at Fitness 19 (2019-11 – 2024-09)

Managed front desk operations in a busy environment with frequent interruptions, serving as the first point of contact for members, visitors, and vendors, and directing inquiries to appropriate staff.

• Managed front desk operations in a busy environment with frequent interruptions, serving as the first point of contact for members, visitors, and vendors, and directing inquiries to appropriate staff.
• Independently scheduled appointments and maintained calendars for multiple trainers, coordinating availability, resolving scheduling conflicts, and communicating changes promptly.
• Prepared, edited, and finalized membership documents, contracts, and email correspondence; ensured accurate data entry and maintained organized paper and electronic files.
• Established and maintained tracking spreadsheets and records for client sessions, attendance, and progress, compiling data for reporting and follow-up.
• Monitored and safeguarded confidential client and financial information, ensuring all processes aligned with policy and privacy requirements.
• Assisted with the coordination of internal and external events and visits, including disseminating information, preparing materials, and supporting logistics.
• Supported inventory tracking and supply ordering, ensuring adequate resources for daily operations and special events.
• Collaborated with cross-functional staff and management, contributing to workflow improvements and consistently providing professional, customer-focused service.

Bachelor of Science in Project Management – Colorado State University (2025)

Associate of Arts in Liberal Arts & Communications – Las Positas College (2024)