Sentences with phrase «effective budget presentation»

In order to receive the budget award, the Lombard Park District had to satisfy nationally recognized guidelines for effective budget presentation.

Not exact matches

Here's state Comptroller Tom DiNapoli praising Gov. Andrew Cuomo for giving a «tremendously effective» budget presentation, while at the same time reserving judgement on the content of his proposal until he sees the details.

Establish systems and provide guidance to ensure the effective preparation and presentation of sound budget estimates and financial management information for the Department.

To ensure effective preparation and presentation of sound budget estimates for the Department; to foster effective utilization of available resources; to ensure that financial plans are consistentwith approved plans and programs; to establish procedures for the budget phase of the Department's planning and budgeting process; to coordinate program performance planningand reporting throughout the Department, and to ensure preparation of a sound performanceplan for the Department in accordance with the Government Performance and Results Act of1993 (GRPA) and GPRA Modernization Act (GPRAMA) of 2010; to analyze resource and otherimpacts of legislative, regulatory, and budget proposals on departmental programs; to reviewthe budgetary implications of major systems acquisition programs and information technologyinvestments; to periodically conduct formal program reviews; and to assure appropriate stepsare taken on a timely basis to implement newly enacted legislation.

Recognizing that litigation results — and the prospects for settlement — often hinge on the presentation of persuasive legal arguments in line with the relevant case law, Mr. Cooper employs an effective mix of case law research and evidence consultation in order to ensure that clients on a tight budget understand all the costs and benefits of proceeding with, or defending against, a legal action.

• Skilled in developing various themes and events while keeping the client's preferences in mind • Strong organizational, time management and task prioritization skills along with insightful ability to complete projects flawlessly on a strict timeline in limited budget • Excellent communication and interpersonal skills, profound ability to negotiate productive deals with vendors • Apt at idea conception, project outline development, theme approval, vendor negotiations and event marketing • Track record of delivering high quality thematic event planning services and attaining 100 % client satisfaction • Well versed in meeting with clients, discussing the event details and developing a clear understanding of their expectations • Strong presentation skills, solid ability to demonstrate sample themes using multimedia and graphic software • Great attention to detail, fully able to manage given budget effectively • Special knack for developing ample marketing strategies for social events and implementing the same real time, through social media and other advertisement channels • Diverse knowledge of different cultures of the world, hands on experience in planning cross cultural weddings and multinational conferences catering for expected norms form both sides • Expert in menu setting, venue selection, décor supervision, theme setting and project promotion • Well practiced in overseeing the team of vendors, service suppliers, photographers, caterers and helpers • Hands on experience in coordinating various non-government organization based fundraising and donor communication activities • Strong numeracy skills with proven ability to manage budgets up till $ 15M effectively • Particularly effective in devising print material, social media and TV / radio ad based campaigns for promotion of social events • Demonstrated ability to design invites, make stay and travel arrangements for the guests and remind them regarding important dates • Expert in pre-planning, onsite management and post program evaluation • Ability to work autonomously while maintaining a dynamic work environment and keeping up a motivational team spirit among the employees

, Confidential Data Management, Budget Development, Community Education Services, Partnership Development, Public Relations / Sales / Promotions, Community, Client, Education, Management, Services, Coordinator, Community Education / Outreach, Budget Planning and Stewardship, Manage Events and Fundraisers, Collaborative Team Member, Career Support Services, Career Advisement, Career Search and Marketing, Program Design and Development, Budget Planning and Management, Services Marketing and Sales, Proficient and Effective Communicator, Building Client and Vendor Relations, Crisis Prevention and Intervention, Dept. Leadership and Supervision, Systems Thinking and Resolutions, Supervise and Evaluate staff, HR - Recruit / Interview / Recommend hires, Staff Training, Program Planning, Public Relations / Promotions / Publications, Instructor, Adviser and Mentor, Customized Client and Career Services, Integrated People and Program Planning, Facility Coordination / Schedule Planning, Conference Planning and Presentations, Interview Skills Training, Confidential MIS / Data Management, Procedure and Compliance, Career Transition Support, Career Profile Development, Human Resource Support

• Special talent for creating menus and correlating recipes in according to gross customer - base's specific tastes • Track record of effectively and efficiently handling staff scheduling duties to ensure appropriate shift coverage • Skilled in investigating and resolving complaints regarding food quality and service • Focused on ensuring exceptional food service delivery through dedicated training programs and conformance to quality control standards • Adept at overseeing food preparation methods, portion sizes and garnishing activities to ensure conformance to presentation standards • Particularly effective in monitoring budgets and payroll records and handling reviews of financial transactions, to ensure authorization of expenditures • Specialized courses in food aesthetics and preparation, aimed at providing customers with novel tastes and presentations • Hands - on experience in overseeing the day to day operations of the restaurant and handling supplies and equipment procurement activities • Proven record of ensuring that all food service programs follow appropriate sanitation procedures • Excellent skills in controlling food costs, ascertaining conformance to sanitation and quality and training food service workers to work optimally

• Create, plan and implement account plans to direct sales efforts • Confer with new and potential clients to determine their needs and provide them insight into the company's services • Develop and maintain lasting relationships with clients with a view to ensure recurring business • Maximize cross selling opportunities within existing client relationships • Educate clients about the company's products and services and answer questions and queries • Ensure appropriate utilization of resources such as budget, time and collateral • Assist marketing and sales teams in marketing and sales plans • Research market trends and create reports for the benefit of decision making • Maintain constant contact with clients to ensure satisfaction • Receive complaints from clients and take serious measures to resolve them • Create and maintain client records and sales and prospecting activities such as presentations, closed sales and follow up activities • Ensure that effective relationships are established and maintained with all key workers associated with account management • Create price quotations for clients and make amendments according to clients» ability to pay • Develop a database of strong leads through referrals, networking and email marketing • Ensure that «do not call» lists are respected completely

Business Development and Sales Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing sales and marketing presentations, overseeing business development functions, and managing / leveraging key business relationships Perform needs - based analyses and situational assessments for clients to position most appropriate product / service, generating increased revenue through improved close ratios as well as referral / repeat customer business Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products / services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions, and guidance Utilize knowledge of various technology - based applications, including ACT, Genesis, Calyx Point, Encompass, DU / LP, and Assetwise Act as a liaison between clients, vendors, sales and support staff, and other members of the executive management team

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Business Manager — Duties & Responsibilities Manage daily operations, customer service, and sales staff ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Collaborate with junior level sales people to develop action plans to govern their performance Responsible for purchasing, logistics, company inventory, and product development Set and strictly adhere to budgets and schedules Oversee corporate accounting ensuring profitable and fiscally responsible operations 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 Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, site visits, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and services Ensure customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Executive Management Duties & Responsibilities Provide effective solutions to complex issues such as cost budgeting, pricing strategies, vendor negotiations, revenue projections, purchasing and sales negotiations, business development tactics and industry competition Identify and develop talent among team members with targeted recruitment, focused training efforts and the promotion of a performance - based work environment that leverages individual talents for group benefit Utilize needs - and situation - based assessments to manage costs and capital outlays and determine potential ROI Participate heavily in all marketing, branding, public relations and communications activities Develop leadership team and support staff to aid in efficient business operations, sales and marketing functions, and client service execution, delegating important tasks and assignments while monitoring for effective resolution Lead through example with consistent work ethic, attitude, and professionalism, while performing sales presentations, overseeing market operation and business development, creating new revenue channels and managing key vendor and client relationships Collaborate in all phases of strategic planning with senior - level management, while furnishing oversight and guidance regarding effective acquisition strategies, pricing, market trends, and operational structures Assess and expand key markets and potential business ventures while ensuring operational efficiency and solid execution of corporate mission Create and implement marketing and sales strategies while tracking progress versus established internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the products, services and respective marketplace, including pricing and regulatory trends, competitor strategies, general economic conditions and other business metrics Act as a liaison between staff, clients, and other management members to resolve issues in a timely manner

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

Marketing Director — Duties & Responsibilities Experienced administrator with a background in sales, marketing, and customer service Design and implement comprehensive email marketing campaigns and all collateral material Analyze email trends garnering insight into market conditions and competitor efforts Utilize metrics to determine campaign efficacy, impacted audience, and other key data Develop sales leads through networking, market analysis, cold calling, and other tactics Determine consumer incentives to engage and secure potential clients Collaborate with multiple departments including product development, customer service, and sales Create and implement processes and procedures to cut costs and enhance daily operations 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 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Represent company brand with poise, integrity, and positivity

Business Manager — Duties & Responsibilities Provide full service construction and contracting services including electrical, plumbing, masonry, roofing, etc.. Manage daily operations of home sales, construction, and contracting businesses ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee sales, customer service, and construction site personnel Set and strictly adhere to budgets and schedules Maintain compliance with all applicable zoning codes, laws, and safety protocols Oversee company finances ensuring profitable and fiscally responsible operations Consistently meet or exceed sales goals through networking, in personal sales, and other tactics 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, site visits, and other pertinent data Build and strengthen relationships with key clients, partners, and industry leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and services Ensure customer satisfaction by maintaining friendly, supportive contact with existing clients Represent company brand with poise, integrity, and positivity

Sales and Business Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while assisting in and performing sales presentations, collaborating in business development functions, and both managing and leveraging key business relationships Perform and aid in the execution of needs - based analyses and situational assessments for clients to position most appropriate products and services, generating increased revenue through improved close ratios Collaborate in all phases of strategic planning with management and other sales professionals, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Apply talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Utilize and work closely with support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation and cost control Develop and maintain a strong working knowledge of respective products, services, and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions, and guidance Act as a liaison between clients, vendors, sales and support staff, and executive management

Sales Manager — Duties & Responsibilities Experienced manager with a background in sales, marketing, team training, and customer service 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 Design and implement comprehensive marketing campaigns and all collateral materials Enhance brand awareness among target demographics by 74.9 % resulting in increased revenue Spearhead creation and launch of internet sales initiatives Increase new business by 37 % through effective networking, in person sales, and cold calling Set company sales records by increasing sales from $ 200,000 to $ 11,000,000 Consistently recognized with company awards for excellence in management, sales, and service 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Serve on multiple strategic planning committees to guide business development initiatives Represent company brand with poise, integrity, and positivity

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

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities

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

Retail Sales Manager — Duties & Responsibilities 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 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 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 schedules Oversee multimillion dollar inventory and direct purchasing and inventory 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

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue 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 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 Conduct public relations activities and attend relevant events, fairs, and conferences 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer service across a variety of industries Generate monthly sales in excess of $ 3 million through effective networking, marketing, and other sales tactics Design and implement comprehensive marketing campaigns including all collateral material Hire, train, and supervise large sales and customer service staff ensuring effective and profitable operations Recognized and promoted for excellence in management, staff development, and record breaking sales 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 professional relationships with clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert on products and services Successfully collaborate with customer service, marketing, and sales departments Provide exceptional customer service resulting in client satisfaction and referrals Represent company brand with poise, integrity, and positivity

Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer service across a variety of industries Generate sales in excess of $ 75 million through effective networking, marketing, and other sales tactics Design and implement comprehensive business development plans, marketing initiatives, and business models Recognized and promoted for excellence in management, staff development, and sales Cut company expenses by 16 % while increasing revenues through effective management decisions Train and direct large staffs ensuring they understand the brand and adhere to sales best practices 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 professional relationships with clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert on products and services Successfully collaborate with customer service, marketing, and sales departments Provide exceptional customer service resulting in client satisfaction and referrals Enforce corporate compliance with all applicable regulatory authorities and bodies of law Represent company brand with poise, integrity, and positivity

Sales, Marketing and Business Development — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while aiding and performing sales and marketing presentations, overseeing business development functions, and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments for clients to position most appropriate products and services, generating increased revenue through improved close ratios Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused product and service training along with the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Utilize support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key customer and vendor queries while resolving them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of cross-sales opportunities Create, implement and achieve marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products / services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance as well as adhering to all related laws, policies, procedures and guidelines Act as a liaison between clients, vendors, sales and support staff, and executive management

Business Development Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing technical marketing presentations, overseeing business development functions and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments to position and implement most appropriate services Collaborate in all phases of strategic planning with senior - level management and clients, including budgeting, service strategies, technical considerations, insurance vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, technical assistance, project management, pricing and industry trends Utilize talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing and technical client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral marketing and the leveraging of cross-sales opportunities Execute marketing and sales strategies and related promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control and product success Develop and maintain a strong working knowledge of respective products and services and related marketplaces, including regulatory trends, customer demands, home care and infusion considerations, product advances and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance Act as a liaison between clients, vendors, sales and support staff, and executive management

Medical Sales Respresentative — Duties & Responsibilities Experienced manager with a background in sales, marketing, and customer service 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 Design and implement comprehensive marketing campaigns and all collateral materials Direct company charitable events creating community goodwill and respect for the brand Author and distribute company newsletter, press releases, and other official correspondence Consistently meet or exceed sales goals through networking, in personal sales, cold calling, and other tactics Generate company record of $ 8 million in sales while doubling client base 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Serve on multiple strategic planning committees to guide business development initiatives Represent company brand with poise, integrity, and positivity

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 Duties & Responsibilities Designed, implemented, and directed multiple integrated marketing campaigns Performed market research, campaign analysis, and studied company positioning Developed client contact strategies and various development initiatives Oversaw direct mail and telemarketing efforts generating significant revenue Identified potential clientele and sculpted targeted messaging Created marketing collateral materials including brochures, signage, graphics, and multimedia presentations while ensuring consistent message and branding Managed campaign budget guaranteeing successful, cost effective operations Directed marketing team offering guidance and support Served as liaison between internal resources and external consultants

Insurance Underwriter — Duties & Responsibilities Experienced manager with expertise in underwriting, sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee health insurance underwriting determining client insurability and company risk Discover client needs, tailor insurance packages, and present quotes Utilize industry software to analyze risk, generate quotes, and author reports for senior leadership Build and strengthen professional relationships with internal sales representatives and external brokers Consistently exceed sales goals through networking, in personal sales, cold calling, and other tactics Recognized and promoted for exceptional team management, sales, and customer service 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 Provide exceptional customer service resulting in client satisfaction and repeat business Set and strictly adhere to departmental budgets and timelines Represent company brand with poise, integrity, and positivity Continually participate in ongoing professional development opportunities to enhance skill set

Business Manager — Duties & Responsibilities Responsible for daily operations, sales, and customer service for a variety of businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, and other tactics Represent company brand with poise, integrity, and positivity Create and implement successful advertising campaigns to generate new business Analyze market trends, consumer behavior, and craft sales strategies 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 Design and administer sales and customer service training for new team members 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Set and strictly adhere to budgets and schedules

Pharmaceutical Sales Representative — 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 Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with clients, vendors, and suppliers 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 industry leaders Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on pharmaceutical products 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 Train junior team members in sales and customer service best practices Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data 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 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

Sales Manager — Duties & Responsibilities Experienced sales manager with expertise in sales, marketing, and customer service across a variety of industries 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 exceed sales goals through networking, in personal sales, cold calling, and other tactics Increased new account generation and sales by 300 % within one year at Decisionmark Recognized and promoted for exceptional sales results, team management, and customer service 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Proficient in Photo Shop, SalesForce.com, Microsoft Office Suite, and other computer software Represent company brand with poise, integrity, and positivity

Sales Management and Business Operations — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing sales presentations, overseeing branch operations / development, and the management of vendor relationships Collaborate in all phases of strategic planning with senior - level management, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of territory and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, pricing, and market trends Identify and utilize talent among team members with focused training efforts, targeted sales professional recruitment, and the promotion of a performance - based work environment Develop support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries, including contractor and inventory issues, and resolve them in an expedited manner, promoting sustained revenue growth through client retention Create and implement marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the product and respective marketplace, including pricing and regulatory trends as well as competitor strategies and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency

Sales Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing sales presentations, overseeing district operations / development, and the management of strategic business relationships Collaborate in all phases of strategic planning with senior - level management, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of territory and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, pricing, and market trends Identify and utilize talent among team members with focused training efforts, targeted sales professional recruitment, and the promotion of a performance - based work environment Develop support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working technical knowledge of the products / services and respective marketplace, including pricing and regulatory trends as well as competitor strategies and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency

Account Representative — Duties & Responsibilities Serve in the US Navy in a variety of leadership positions including recruitment, personnel management, and health services Train and direct personnel ensuring they understand the mission and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Responsible for enlisted and officer recruitment ensuring adequate numbers and excellence in personnel Direct recruitment marketing, applicant interviews and screening, and community presentations Oversee daily office operations ensuring effective, efficient, and professional procedures Manage personnel services including career counseling, human resources, issue resolution, and morale Administer officer reimbursements, leave records, audits, discharges, and information databases Oversee special projects such as volunteer opportunities, deployments, community relations, and academic recommendations Design and implement staff development and recognition programs resulting in enhanced team skill sets and dedication Author and present well researched and written military correspondence, presentations, and other documents Responsible for confidential personnel information, recordkeeping, staff travel and logistics, and information technology Provide skilled dental services including radiology, emergency medical care, and chair - side assisting Oversee operative and oral diagnostic procedures, equipment sterilization, and patient information Develop proficiencies in music theory, arrangements, performances, and training of junior musicians Build and strengthen professional relationships with superiors, peers, and community leaders Consistently broaden skill set through supplementary education in management, finance, and social services Represent the United States Navy with poise, integrity, and positivity

Clerk — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Manage marketing, sales, customer service, and corporate accounting functions Responsible for accounts receivable, accounts payable, payroll, and company budgets Oversee product inventory, quality control, billing, shipping, and client account maintenance services Study internal literature to become an expert on products and services Analyze client needs and craft product presentations to their specifications Consistently recognized and promoted for excellence in sales, customer service, and team management Prepare and maintain activity reports, client information, and other pertinent data in an organized manner Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Develop and strengthen relationships with clients, vendors, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Represent company brand with poise, integrity, and positivity

Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Design and implement business model for national retail distribution business Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Manage marketing, sales, customer service, and corporate accounting functions Responsible for accounts receivable, accounts payable, payroll, and company budgets Oversee product inventory, billing, shipping, and client account maintenance services Study internal literature to become an expert on products and services Analyze client needs and craft product presentations and packages to their specifications Consistently recognized for excellence in sales, marketing, and team management Prepare and maintain sales activity reports, client information, and other pertinent data in an organized manner Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Represent company brand with poise, integrity, and positivity

Marketing & Fundraising Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Develop and implement comprehensive marketing campaigns and all collateral materials Proficient in copywriting, editing, and digital photography Responsible for business development through corporate and community partnerships Build and strengthen professional relationships with community leaders, business partners, and coworkers Represent company brand with poise, integrity, and positivity in television and radio interviews Conduct public relations activities and attend relevant events, fairs, and conferences Coordinate and participate in charitable events in service of the local community 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 Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain records of site visits to potential and existing clients to assist in assessing their future needs Consistently exceed location revenue goals through effective marketing and sales tactics 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 Study internal literature to become an expert on products, corporate history, and mission Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform administrative tasks including filing, data entry, phones, and other tasks as needed Set and strictly adhere to budgets and schedules

Professional Experience ABC Debt Relief (City, ST) 12/2006 — 11/2011 Client Service Manager • Responsible for overseeing daily operations of a 35 Account Manager call center ensuring effective operations • Recruit and train new sales and customer service employees in industry best practices and company policies • Strictly enforce compliance with all applicable laws, industry regulations, and corporate protocols • Provide exceptional customer service and professional guidance in the area of debt management, credit, and bankruptcy • Maintain detailed monthly reports for management concerning budgets, monthly projections, and quarterly goals • Responsible for performance appraisals, deficiency warnings, and conflict resolution for employees • Review and manage all BBB and Attorney General complaints determining appropriate next steps • Monitor department productivity with inbound and outbound calls providing feedback to team leads and supervisors • Author and lead presentations at meetings for clients, employees, and senior management • Train team leads and supervisors in laws governing credit reporting and debt settlement such as (FDCPA) Fair Debt Collections Practices Act and the (FCRA) Fair Credit Reporting Act and (FTC) Federal Trade Commission regulations • Set and strictly enforce budget for the payroll of both salaried and hourly employees • Responsible for final approvals for payment refunds issued to the client • Assist with Debt Tracker and the Debt Manager and negotiate with creditors to reduce client

Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales 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 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 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 community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England 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 Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Sales Manager — Duties & Responsibilities Responsible for daily operations, sales, technical support, and customer service for wireless retail business Consistently meet or exceed sales goals through networking, cold calling, and other sales 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 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 Design and administer sales, customer service, and technical support workshops for new team members Negotiate and execute contracts with C - Level decision makers 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 schedules Provide administrative assistance including phones, data entry, and recordkeeping as needed

Professional Experience Property Solutions & Services LLC (Minneapolis, MN) 6/2009 — Present Director of Operations & Human Resources • Oversaw daily operations including sales, communications, finance, and human resources • Hired, trained, and supervised staff ensuring effective and professional operations • Set and administered company budget, financial reporting, and internal audits • Negotiated and finalized company partnership agreements and contracts • Directed human resource operations including benefit administration and employee reviews • Created and executed internal and external sales and informational presentations • Ensured client and partner satisfaction resulting in repeat business and referrals

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