As a result, minority, rural and potential first - time homebuyers would be able to access affordable and
responsible financial products and services to build wealth.
Not exact matches
Fintech
and sustainable,
responsible and impact (SRI)
products are revolutionizing how
financial services are delivered.
This position is
responsible for supporting designated staff with administrative,
financial and issue management
services provided to groups within the Chemical
Products and Technology (CPT) division.
To focus on sales development
and relationship building through the promotion of deposits, loans, fee - based
services and the retention of customers as a Branch sales
and Service associate I. PROFILE OF QUALIFICATIONS
Financial Operations, Sales,
and Service Professional with International Banking experience
Responsible for analyzing P&L, selling a full range of banking
products and services to meet existing
and prospective...
Salespeople have a crucial role in many companies, as they are
responsible for selling
products and services and sustaining
financial growth.
Responsible for responding to both routine
and complex inquiries regarding consumer
and business accounts; while promoting,
and selling
financial products,
and services for Bank customers.
In this position, I was
responsible for the sales
and service of bank
products; to use my lending skills to meet the
financial needs of clients
and small businesses; to provide
and promote excellence in customer
service.
Customer
Service Reps are
responsible for responding to routine inquiries
and complaints from internal
and external customers regarding
financial products and services for Wells Fargo Home Mortgage.
Registered Representatives work in the
financial field
and are
responsible for selling
products and services to clients.
Responsible for identifying customer requirements through regular contacts
and refer
financial products and services of the bank
International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate
and coach projects in relationship development, marketing,
and financial management Utilize significant international business experience
and education to offer executive level training Manage global advertising initiatives for clients such as Intel
and Nokia Establish
and manage a children's developmental toy production company with sales in 40 + countries
Responsible for strategic planning, business plan, marketing / sales initiatives,
and client development Oversee
financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train,
and direct sales, customer
service,
and management staff ensuring profitable operations Direct
product development, pricing, distribution,
and branding over varied
product lines Oversee import, export, warehousing,
and inventory operations ensuring efficient logistical operations Lead
financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target,
and Amazon
Sales Manager — Duties & Responsibilities Provide operational support across a wide variety of industries
Responsible for
product inventory, pricing, sales,
and logistics Oversee company
financials through QuickBooks
and Point of Sale 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 buying operations to locate
and secure quality materials at affordable prices Negotiate
and execute contracts with C - Level decision makers Train 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 Plan
and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry,
and reception as needed Perform legal research assisting attorneys with varied caseloads Represent company brand with poise, integrity,
and positivity
IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning
and administration roles Offer expertise as a consultant, programmer, engineer, business analyst,
and database administrator Lead technology projects for NASA, U.S. Customs, American Express,
and General Electric Design
and implement reporting, customer
service, marketing, sales,
and financial management software
Responsible for network
and database design, administration,
and security Oversee enterprise - wide hardware
and software upgrades resulting in increased efficiency Minimize operational
and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center
and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles,
and specifications which served to communicate project progress to management Develop visual basic application for
financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform
and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for
financial institutions Compose business correspondence
and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues
and superiors for outstanding job performance, reliability,
and efficiency Conduct surveys of operations to assess needs
and identify high priority improvements Complete major
product releases meeting very aggressive schedules
and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French,
and German to communicate with a diverse clientele Continually study emerging technologies
and industry best practices Perform all duties with positivity, professionalism,
and integrity
Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding,
and customer
service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer
service resulting in 100 % client satisfaction rating Maximize reimbursements
and minimize costs through effective management Serve as member of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire,
and train staff ensuring understanding of company brand, policies,
and procedures
Responsible for $ 100 million per year in company income
and company record of $ 46 million in one month Oversee
financial management providing best practices
and strategic planning Build
and strengthen relationships with third party payors including Medicare, Medicaid,
and others Author
and present reports to senior leadership regarding company
financial health Set
and strictly adhere to departmental budgets
and project timelines Ensure compliance with applicable laws
and industry regulations Establish
and maintain detailed records regarding claims, billing,
and client information Create
and implement clinical
and nonclinical team training activities Consistently promoted for excellence in management, customer
service,
and revenue generation Study internal literature to become an expert on
products and services Represent company brand with poise, integrity,
and positivity
Business Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer
service,
and finances for multiple establishments Hire, train,
and direct large staffs ensuring they understand that brand
and adhere to corporate protocols
Responsible for multimillion dollar inventory, facility,
and professional food preparation equipment Set company budgets, maintain profit / loss statements,
and ensure overall
financial health Determine employee schedules, responsibilities,
and dress code Increase sales through effective marketing
and customer
service Cut operational costs through efficient inventory management
and employee scheduling Negotiate contracts
and agreements with suppliers securing quality
products at low prices Ensure compliance with all applicable health
and safety regulations Enforce corporate food
and beverage quality standards Create employee development programs building staff skill sets
and value Utilize employee recognition tactics to build morale
and company loyalty Develop a loyal client base through excellent customer
service and a quality
product Build
and strengthen relationships with clients, staff, vendors,
and community leaders Perform administrative duties such as data entry, filing, faxing,
and phones as needed Fluent in Albanian, English,
and Spanish.
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, a
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, a
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, a
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 Duties & Responsibilities Managed daily banking operations
and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank
products and services Consistently recognized for excellence in sales, marketing,
and team management Hired, trained,
and reviewed
financial sales associates, tellers,
and support staff Offered career development
services to build employee value, efficacy,
and dedication Interfaced with business, insurance,
and investment partners to provide holistic client
service Built long - term relationships with customers, partners,
and industry contacts Monitored compliance with legal
and corporate policies protecting company
and client assets
Responsible for personal, home mortgage, automotive,
and business loans Opened, updated,
and settled personal
and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks,
and vault access Resolved customer
service inquiries resulting in client satisfaction
and repeat business
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 p
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 po
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 po
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 p
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 p
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 p
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
Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker •
Responsible for cross selling bank
products and services to potential
and existing customers • Partnered with Retail Lending, Investments,
and Treasury staff for holistic client
service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business
and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business»
financial statements
and tax returns to recommend appropriate
products • Developed sales presentations to secure new clients
and deepen existing client relationships
Business Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer
service,
and finances for multiple locations Hire, train,
and direct large staffs ensuring they understand that brand
and adhere to corporate protocols
Responsible for multimillion dollar inventory, facility,
and professional food preparation equipment Set company budgets, maintain profit / loss statements,
and ensure overall
financial health Determine employee schedules, responsibilities,
and dress code Increase sales by 5 % each year through effective marketing
and customer
service Cut operational costs through efficient inventory management
and employee scheduling Negotiate contracts
and agreements with suppliers securing quality
products at low prices Ensure compliance with all applicable health
and safety regulations Enforce corporate food
and beverage quality standards Create employee development programs building staff skill sets
and value Utilize employee recognition tactics to build morale
and company loyalty Develop a loyal client base through excellent customer
service and a quality
product Build
and strengthen relationships with clients, staff, vendors,
and community leaders Completed management training program through Fatburger corporate university Certified in ServeSafe food handling procedures Perform administrative duties such as data entry, filing, faxing,
and phones as needed Represent brand with positivity, dedication,
and professionalism
Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity
financial institution Recruit, train,
and direct staffs ensuring they understand the brand
and adhere to company policies
and procedures Manage compliance with regulatory authorities including the SEC, NYSE,
and NASD Analyze
financial information
and present reports to external regulators
and internal management Determine compliance issue severity
and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support
services Track
and maintain detailed records of all compliance inquiries Direct
and contribute to special company projects as needed
Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database
and hardware management, software training,
and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment,
and vendor negotiations Interact with Board of Directors, Chief Executive Officer,
and other key figures on a daily basis Partner with various company lines to assess client interests, market trends,
and potential sales opportunities 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 Provide administrative support including travel arrangements, scheduling, data entry,
and other tasks as needed Represent company brand with poise, integrity,
and positivity
International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate
and coach projects in relationship development, marketing,
and financial management Utilize significant international business experience
and education to offer executive level training Manage global advertising initiatives for clients such as Intel
and Nokia Establish
and manage a children's developmental toy production company with sales in 40 + countries
Responsible for strategic planning, business plan, marketing / sales initiatives,
and client development Oversee
financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train,
and direct sales, customer
service,
and management staff ensuring profitable operations Direct
product development, pricing, distribution,
and branding over varied
product lines Oversee import, export, warehousing,
and inventory operations ensuring efficient logistical operations Lead
financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target,
and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International Business»
Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations
and personnel • Hired, trained, scheduled,
and supervised staff of 10 tellers, personal bankers,
and support staff • Created
and implemented employee review, development,
and recognition programs • Designed
and executed education programs focused on banking
and service best practices • Oversaw teller line, mortgage, consumer loan,
and commercial banking departments • Consistently exceeded
financial goals through effective sales, marketing,
and management • Awarded Harris Bank Outstanding Sales Award for setting company best in
product sales • Delivered excellent customer
service resulting in client satisfaction
and repeat business • Ensured banking compliance with state, federal,
and internal regulations • Conducted audits to maintain
responsible, profitable,
and efficient operations
Professional Duties & Responsibilities Directed all daily operations, customer
service, personnel,
and finances for multiple hotels
and resorts Designed
and implemented marketing
and sales campaigns resulting in increased business Planned
and executed successful community events which enhanced brand awareness
Responsible for multimillion dollar inventory, facility,
and professional food preparation equipment Recruited, trained,
and oversaw customer
service personnel, kitchen staff,
and cleaning crews Set company budgets, maintained profit / loss statements,
and ensured overall
financial health Cut operational costs through effective inventory management
and employee scheduling Negotiated contracts
and agreements with suppliers securing quality
products at low prices Performed site inspection tours as well as potential client tours Built
and maintained highly profitable corporate accounts Ensured compliance with all applicable health
and safety regulations Created employee development programs building staff skill sets
and value Utilized employee recognition tactics to build morale
and company loyalty Crafted an atmosphere of respect, professionalism,
and dedication to excellence Developed a loyal client base through excellent customer
service and a quality guest experience Built
and strengthened relationships with clients, staff,
and community leaders Performed administrative duties such as data entry, filing, faxing,
and phones as needed
ING US
Financial Services (Atlanta, GA) 5/2006 — 2/2009 Six Sigma Black Belt •
Responsible for identifying, defining,
and implementing continuous improvement (Six Sigma) projects • Communicated quality management tools
and methodologies to project teams • Established
and directed process improvement group reporting process • Cut annual process budget by 20 % by reducing testing / production errors through process standardization • Saved $ 350K of annual business contract production costs through vendor consolidation
and elimination of manual
product assembly • Identified $ 2 million in potential annual savings by developing a check processing distribution strategy • Reduced annual expenses by $ 1.7 million through cost avoidance by optimal vendor selection processes • Minimized business risk
and legal mitigations by tracking / confirming contract delivery to clients
and standardizing marketing forms practices
and control measures • Mentored Green Belts
and team members on their roles
and responsibilities
Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance
and financial services office of 35 agents ensuring profitable
and professional operations •
Responsible for training agents in company protocols
and ensuring agent licensure • Oversee acquisition of insurance
and financial service providers for client use • Perform full
service client portfolio management including
financial analysis, planning,
and product sales • Oversee client account administration ensuring exceptional customer
service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals,
and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty
and dedication to excellence • Recognized for excellence in management, sales,
and customer
service • Perform additional client
service functions including medical lab scheduling
and other logistics as needed
Professional Duties & Responsibilities Directed sales
and customer
service operations for a variety of companies
and products Oversaw, trained,
and reviewed customer
service and sales staff ensuring effective operations Consistently exceeded sales goals through cold calling, networking,
and other tactics Authored company
financial and sales reports to determine trending
and growth opportunities Negotiated contracts
and agreements with vendors resulting in significant company revenue Delivered exceptional customer
service resulting in client satisfaction
and repeat business Conducted periodic client account reviews to ensure high level
service and information accuracy Resolved customer
service inquiries in a timely, positive,
and professional manner Built
and strengthened relationships with key clients, partners,
and industry leaders
Responsible for e-commerce technology
and client information database Provided IT support, quality assurance analysis,
and system upgrades to increase efficiency Authored
and presented reports to senior leadership regarding data management best practices Consistently promoted
and awarded for excellence in sales, customer
service,
and leadership
Professional Duties & Responsibilities
Responsible for company customer
service departments across multiple fields Hired, trained, directed,
and reviewed customer
service representatives Directed call center ensuring professional
and efficient operations Increased company efficacy through the establishment of best practices Ensured professional
and timely response to customer
service inquiries Maintained extremely high client satisfaction rate resulting in repeat business Authored
and presented customer
service, finance,
and personnel reports for senior leadership Tracked daily, weekly,
and periodic customer
service interactions Handled
financial transactions including credit card payments, declines,
and collections Resolved shipping, warranty,
and product operation inquiries Oversaw the creation, update,
and maintenance of client information database Maintained working knowledge of company
products and services to best assist clients Built long - term relationships with employers, piers, clients,
and industry leaders Assisted various company departments with special projects as needed Fostered an atmosphere of respect
and dedication to company goals Performed all duties in a professional, positive,
and timely manner
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 pe
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 pe
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 pe
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
Professional Duties & Responsibilities Directed all daily operations, customer
service, personnel,
and finances for varied restaurants Designed
and implemented marketing
and sales campaigns resulting in increased business Planned
and executed successful community events which enhanced brand awareness
Responsible for multimillion dollar inventory, facility,
and professional food preparation equipment Recruited, trained,
and oversaw assistant managers, hosts, waiters,
and kitchen staff Set company budgets, maintained profit / loss statements,
and ensured overall
financial health Cut operational costs through effective inventory management
and employee scheduling Negotiated contracts
and agreements with suppliers securing quality
products at low prices Ensured compliance with all applicable health
and safety regulations Created employee development programs building staff skill sets
and value Utilized employee recognition tactics to build morale
and company loyalty Crafted an atmosphere of respect, professionalism,
and dedication to excellence Developed a loyal client base through excellent customer
service and a quality
product Ensured staff compliance with corporate food
and beverage standards of excellence Built
and strengthened relationships with clients, staff,
and community leaders Performed administrative duties such as data entry, filing, faxing,
and phones as needed
Professional Duties & Responsibilities Directed customer
service departments across a wide variety of industries Oversaw, trained,
and reviewed customer
service staff ensuring efficient operations Increased department efficiency by 25 % through effective management tactics Designed
and implemented staff development
and recognition programs Performed internal
financial audits
and customer
service quality assessments Resolved customer
service inquiries in a timely, positive,
and professional manner Delivered exceptional customer
service resulting in client satisfaction
and repeat business Managed $ 41 million in company inventory, supply replenishment,
and product shipments Handled human resources tasks including benefit administration
and promotions Directed accounting operations including payroll, accounts receivable,
and accounts payable
Responsible for company correspondence, phones, reception, data entry,
and financial recordkeeping Built
and strengthened relationships with key clients, partners,
and industry leaders
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
Administrative Assistant — Duties & Responsibilities Provide effective administrative support
services across a variety of industries Represent company brand with poise, integrity,
and positivity Strictly adhere to department budgets
and project timelines
Responsible for tracking
and replenishing office supplies
and product inventory Study internal literature to become an expert on
products and services Develop
and strengthen relationships with vendors, customers,
and coworkers Encourage high customer retention by maintaining friendly, supportive contact with existing clients Generate record sales through networking, referrals,
and other tactics Manage complex, high volume telephone systems
and in person reception duties Oversee
financial records, bookkeeping,
and accounts payable / receivable Provide excellent customer
service ensuring client satisfaction
and repeat business Consistently recognized for excellence in customer
service and operational support Proficient in Microsoft Office suite, software troubleshooting,
and minor hardware repair Perform additional administrative duties including faxes, photocopying,
and filing Conduct all responsibilities in courteous, polite,
and positive manner
The NCB
Financial Group provides financial products and services for the nation's cooperatives, their members, and socially responsible organ
Financial Group provides
financial products and services for the nation's cooperatives, their members, and socially responsible organ
financial products and services for the nation's cooperatives, their members,
and socially
responsible organizations.