Sentences with phrase «comprehensive client service programs»
As a corresponding service, we help clients build comprehensive client service programs around their client service teams, and integrate those teams into the firm's overall marketing and business - development planning.
https://www.consultzg.com/ Not exact matches
Learn more about our continuing education programs, publications and comprehensive services we offer to help you serve your clients.
Comprehensive supportive services provided by Lantern at Prospero Hall are delivered by a team of Social Workers and Program Specialists dedicated to helping clients improve their physical and mental health, reinstate themselves into the community and job market, and advance towards their individualized goals while also achieving housing stability.
Robert and Julie have partnered with Physio Logic to expand their services to offer clients, companies and organizations, a medically supervised, practical, comprehensive and sustainable lifestyle program.
Provide innovative services, facilitate flexible lending products and offer a reliable, consistent process as our goal to be an invaluable provider of home buyer services and training; Afford to our client home buyers comprehensive, pre - and post-purchase education, foreclosure prevention counseling and resources when they are ready to purchase, rehabilitate, insure and maintain their home, and; Develop unique financial fitness programs to help home buyers make smart financial choices and manage their resources wisely.
This is largely due to the fact that ORBEX has managed to provide high quality services and a comprehensive educational program for all their clients.
Offering a range of comprehensive debt relief programs, Golden Financial Services has been setting new paradigms of client satisfaction for a long time.
They met with many service dog trainers and clients to develop a one - of - a-kind comprehensive service dog training program to meet the needs of each unique client / dog team.
He has assisted financial services clients to perform comprehensive AML risk assessments and develop Anti-Fraud risk management frameworks, establish AML compliance programs and governance structures, establish and develop transaction monitoring capabilities.
Duties include but are not limited to: • Execute strategy for the firm's integrated marketing, business development, communications, and recommend improvements to the strategy • Plan, develop, and execute projects and programs that support a practice group's strategic plan and track success • Support client engagement initiatives, including training for enhanced client service strategies, contact origination and relationship development, and education / thought leadership initiatives • Provide direction and manage production of proposals, PowerPoint presentations, and RFP responses for the practice groups • Provide direction and manage execution of practice group sponsorships, client presentations and seminars, and other events related to the promotion of the practice groups • Drive awareness / recognition, enhance quality and brand perception of the firm • Manage submissions for major awards, comprehensive survey response campaigns (e.g. Chambers), and related initiatives to further the awareness and positioning of the firm's practices and lawyers • Develop a deep understanding of the practice groups» strengths and market differentiators, including their client base and key market trends • Ensure consistent implementation of key initiatives and recommend strategies to cross-sell to adjacency practice areas • Recommend and help develop tactical marketing and business development plans • Collaborate with other members of the marketing team to ensure consistent messaging of practice group strengths in written materials, including website content
Effectively managed time and caseloads based on 20 sessions per week.Efficiently gathered information from families and social services agencies to inform development of treatment plans.Documented all patient information including service plans, treatment reports and progress notes.Collaborated closely with treatment team to appropriately coordinate client care services.Interacted with clinical staff and external resources such as school or community personnel.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Taught clients anger management techniques, relaxation skills, impulse control, social skills, emotional coping skills and functional living skills.Consulted with psychiatrists about client medication changes, issues with medicine compliance and efficacy of medications.Created and reviewed master treatment and discharge plans for each client.Referred clients to other programs and community agencies to enhance treatment processes.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Led patients in individual, family, group and marital therapy sessions.
Charted and recorded information in client files.Tracked client movement on and off the unit by documenting times and destinations of clients.Checked facility for open windows, locked doors, malfunctioning smoke detectors and other safety hazards.Quickly responded to crisis situations when severe mental health and behavioral issues arose.Efficiently gathered information from families and social services agencies to inform development of treatment plans.Documented all patient information including service plans, treatment reports and progress notes.Collaborated closely with treatment team to appropriately coordinate client care services.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Consulted with psychiatrists about client medication changes, issues with medicine compliance and efficacy of medications.Organized treatment projects that focused on problem solving skills and creative thinking.Referred clients to other programs and community agencies to enhance treatment processes.Created and reviewed master treatment and discharge plans for each client.Guided clients in understanding illnesses and treatment plans.Developed appropriate policies for the identification of medically - related social and emotional needs of clients.Assisted clients in scheduling home visits and phone calls and monitored effectiveness of these activities.Evaluated patients for psychiatric services and psychotropic medications.Monitored patients prescribed psychotropic medications to assess the medications» effectiveness and side effects.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Administered medication to patients presenting serious risk of danger to themselves and others.Conducted psychiatric evaluations and executed medication management for both inpatient and outpatient facilities.Led patients in individual, family, group and marital therapy sessions.Diagnosed mental health, emotional and substance abuse disorders.Recorded comprehensive patient histories and coordinated treatment plans with multi-disciplinary team members.Consulted with and developed appropriate treatment and rehabilitation plans for dually diagnosed patients.Referenced and used various therapy techniques, including psychodynamic, family systems, cognitive behavioral and lifespan integration psychotherapy.
Senior Sales Engineer — Duties & Responsibilities Experienced manager with a background in telecommunications hardware and software Oversee product lifecycle including sales, configuration, installation, and customer support Design and implement staff development and recognition programs enhancing skills sets and morale Monitor team performance and streamline workflow to enhance overall efficiency Manage customer service operations for hardware and software related issues Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through effective team and project management tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and industry leaders Provide exceptional customer service resulting in client satisfaction and repeat business Represent company brand with poise, integrity, and positivity
Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat buClient Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat buclient training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat buclient satisfaction and repeat business
Electrician — Duties & Responsibilities Own and operate electrical contracting company ensuring efficient and profitable operations Direct human resources, accounting, sales, marketing, customer service, and project management Oversee and organize multimillion dollar commercial and residential electrical construction projects Design and implement company safety program, investigation procedures, and safety manual Responsible for site safety, employee training, and investigation of accidents and injuries Distribute safety equipment and PPE ensuring compliance with all applicable safety codes Proficient in all aspects of commercial, residential, and industrial work as well as the National Electric Code Perform pipe bending, wire pulling, fire alarm system installation, circuitry design, and panel installations Skilled in service entry selection installations, transformer installation, fiber optic lighting, and blue prints Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform all duties in a professional, timely, and courteous manner
Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner
Sales Representative — Duties & Responsibilities Direct sales and customer service ensuring professional and profitable operations Draw upon considerable medical training and experience to identify and meet client needs Consistently recognized as company leader in sales, customer service, and team development Streamline organizational structure and workflow resulting in enhanced company efficiency Set and strictly adhere to departmental budgets and project timelines Design and implement staff development programs enhance team skill sets Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and poServices Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and poservices Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity
Professional Experience TravelFocus (City, ST) 10/2008 — Present Director of Client Relations & Marketing • Design and implement comprehensive marking campaigns and all collateral materials for a multimillion dollar travel agency • Oversee account management team, corporate accounts, relationship development, communications, and contract negotiation • Develop and implement sales training program, sales strategies, revenue targets and departmental budgets • Create TravelFocus Hotel Program, Sales Force, and Concur Travel resulting in significant revenue gains • Deliver all TravelFocus and client contractual, P&L, and growth objectives • Provide exceptional customer service resulting in client satisfaction, loyalty, and refClient Relations & Marketing • Design and implement comprehensive marking campaigns and all collateral materials for a multimillion dollar travel agency • Oversee account management team, corporate accounts, relationship development, communications, and contract negotiation • Develop and implement sales training program, sales strategies, revenue targets and departmental budgets • Create TravelFocus Hotel Program, Sales Force, and Concur Travel resulting in significant revenue gains • Deliver all TravelFocus and client contractual, P&L, and growth objectives • Provide exceptional customer service resulting in client satisfaction, loyalty, and reprogram, sales strategies, revenue targets and departmental budgets • Create TravelFocus Hotel Program, Sales Force, and Concur Travel resulting in significant revenue gains • Deliver all TravelFocus and client contractual, P&L, and growth objectives • Provide exceptional customer service resulting in client satisfaction, loyalty, and reProgram, Sales Force, and Concur Travel resulting in significant revenue gains • Deliver all TravelFocus and client contractual, P&L, and growth objectives • Provide exceptional customer service resulting in client satisfaction, loyalty, and refclient contractual, P&L, and growth objectives • Provide exceptional customer service resulting in client satisfaction, loyalty, and refclient satisfaction, loyalty, and referrals
Account Executive — Duties & Responsibilities Direct pharmaceutical sales, marketing, and customer service ensuring professional and profitable operations Consistently recognized for excellence in sales, customer service, and team leadership Design and implement marketing campaigns including commercials and collateral materials Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with medical facilities, third party vendors, and other industry leaders Designed and implemented award winning staff development and recognition programs Serve as community liaison offering health and pharmaceutical education at various speaking engagements Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity
Business Manager — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Build and strengthen relationships with key clients, industry figures, and community leaders Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Negotiate contracts and agreements with vendors, distributors, and partners Support human resources department through benefit administration and performance evaluations Set and strictly adhere to company budgets and project timelines Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Implement training and development programs to reinforce branding and develop team skillsets Design and execute employee recognition program to boost morale and individual efficacy Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity Consistently promoted and awarded for excellence in management, sales, and customer service
Professional Duties & Responsibilities Directed operations, programs, and special events for a variety of for - profit and non-profit organizations Experienced in business management, commercial sales, customer service, and community development Designed and implemented comprehensive marketing campaigns including all collateral materials Recruited, trained, managed, and reviewed support staff and volunteers ensuring effective operations Set and managed $ 2.5 million company budget and $ 1 million dollar inventory Oversaw complex, multiday special events from conception to execution Negotiated contracts and agreements with vendors, distributors, and partners Built and strengthened relationships with key clients, industry figures, and community leaders Analyzed success of promotional events and presented reports to senior leadership Created and led product and services demonstrations resulting in 75 % increase in new business Delivered exceptional customer service resulting in client satisfaction and repeat business Consistently promoted and awarded for excellence in management, sales, service, and marketing
Compliance Officer — Duties & Responsibilities Responsible for identification and investigation of suspicious financial transactions Examine financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal department and applicable regulatory authorities Develop proficiencies in industry specific financial monitoring software programs Perform public figure, employee, Advice of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic planning and best practice development Train and oversee teller team and bank support staff ensuring professional operations Study internal literature to become an expert on products and services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Strictly adhere to budgets and schedules Represent company brand with poise, integrity, and positivity
Account Executive — Duties & Responsibilities Direct pharmaceutical sales, marketing, and customer service ensuring professional and profitable operations Consistently recognized as company leader in sales, customer service, and team development Design and implement marketing campaigns including commercials and collateral materials Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with medical facilities, third party vendors, and other industry leaders Designed and implemented award winning staff development and recognition programs Serve as community liaison offering health and pharmaceutical education at various speaking engagements Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity
Joint efforts should focus on prevention, training workers to recognize both types of problems, improving assessment and referral procedures, providing access to appropriate treatment programs, encouraging clients to stay in substance abuse treatment, expediting permanency decisions, supporting recovery after discharge from treatment, and advocating for a more comprehensive service system.
Client and Service Use Predictors of Successfully Completing a Child Maltreatment Prevention Program Theriot, O'Day, & Hatfield Protecting Children, 24 (2), 2009 View Abstract and Document Examines a Family Connections program in Tennessee and finds that families receiving more comprehensive direct services and those served for a shorter time period were more likely to complete seProgram Theriot, O'Day, & Hatfield Protecting Children, 24 (2), 2009 View Abstract and Document Examines a Family Connections program in Tennessee and finds that families receiving more comprehensive direct services and those served for a shorter time period were more likely to complete seprogram in Tennessee and finds that families receiving more comprehensive direct services and those served for a shorter time period were more likely to complete services.
It is for this reason the National Strategic Framework contains a commitment to «comprehensive» primary health care encompassing «clinical / medical care, illness prevention services, specific population health programs for health gain, access to secondary and tertiary health services and client / community support and advocacy.»
We monitor and evaluate all of our programs through comprehensive quality assurance processes including offering opportunities for clients to provide feedback on our services.
Assessed strengths and needs of clients (adults, children, and adolescents) and coordinated services with mental health providers, social workers, drug and alcohol facilities, educational programs, medical providers, employment agencies, and other community programs to provide comprehensive care.
Our Community & Continuing Education program offers a comprehensive array of alternative therapeudic support services to meet the counseling and support needs of our clients, staff, and the community - at - large.
Duties Include: Provide outpatient behavioral healthcare services; including individual and family counseling, marriage / couples counseling, comprehensive clinical assessments, diagnostic interviews, emergency services / crisis intervention, and employee assistance program (EAP) or short - term counseling services for clients with a mental health / substance abuse / developmental disability diagnosis within the DSM V classification.
Provide innovative services, facilitate flexible lending products and offer a reliable, consistent process as our goal to be an invaluable provider of home buyer services and training; Afford to our client home buyers comprehensive, pre - and post-purchase education, foreclosure prevention counseling and resources when they are ready to purchase, rehabilitate, insure and maintain their home, and; Develop unique financial fitness programs to help home buyers make smart financial choices and manage their resources wisely.
Loan officers go through a six - week comprehensive training program that covers everything from program history to product rules to client service.