Membership and program
sales meet the needs of each member or guest and connect them to the Y's cause.
Not exact matches
Members of the
sales team still
need to
meet their quotas.
Once the RFP is received, a
member of the Visit Temecula Valley
sales team will call you to learn more about your specific
needs and to discuss options that will
meet your group's
needs.
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Efficiently prioritized tasks in order to effectively
meet both
sales goals and the
needs of members
Additional responsibilities
of the Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their
needs and referring them to the appropriate business partners to
meet personal and financial center referral and
sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as
needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge
of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff
members to maintain the efficient operation
of the financial center.
Additional responsibilities
of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their
needs and referring them to the appropriate business partners to
meet personal and financial center referral and
sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as
needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable
of training new staff
members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as
needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge
of financial center policies, procedures, products and services
• Track record
of assisting with the realization
of the company's maximum profit contribution • Documented success in training staff
members and reviewing their performances by implementing core training programs • Demonstrated ability to procure inventory and office supplies by creating and maintaining effective liaison with procurement officers and vendors • Known for resolving clients» issues and complaints by staying within the parameters
of company protocol • Proven ability to improve customer relations through implementation
of customer support programs and initiatives • Effectively able to assist marketing and promotion teams with visual merchandising efforts by providing them with logistical and administrative support • Competent in handling recruiting efforts and advising store managers
of staffing
needs and personnel issues • Proficient in facilitating clear communications between different departments by creating a workable bridge between them • Adept at scheduling product knowledge sessions with various
sales representatives to provide them with insight into new products on existing product lines • Proven record
of proactively building and maintaining customer relations with a view to maximize
sales • Able to create and maintain positive work environments for staff
members in a bid to retain them • Excellent skills in assisting managers in organizing, planning and implementing administrative strategies • Qualified to coordinate office operations by ensuring that schedules and objectives are
met properly
• Create schedules for each team
member, and ensure that they carry out their duties accordingly • Manage the day to day running
of the call center by ensuring that all equipment is properly sourced • Implement call center strategies and operations to ensure that the center runs appropriately • Indulge in carrying out
needs assessments and performance reviews to ensure smooth operations
of the call center • Oversee team
members to ensure that that both inbound and outbound calls are being handled properly • Ascertain that team
members meet sales goals given to them and those assigned to the team in general • Handle ticket generation and oversight duties, placing special focus on early resolution
of clients» problems • Ascertain that all communications, records and data are timely updated and held in strict confidence
PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in
sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and
sales teams to determine
sales targets • Ascertain that bank staff is aware
of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff
members to strive and exceed
sales goals • Develop forecasts and financial objectives and ensure that staff
members are in sync with them • Locate areas for improvement and propose corrective measures •
Meet with corporate clients to determine their
needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and
sales goals are
met constantly
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
Customer Service and Administration Duties & Responsibilities Interact with customers in a professional manner to improve the client experience, resolving queries and issues in a timely and professional fashion while making all customer
needs the top priority Implement quality assurance processes to ensure administrative accuracy and promote operational efficiency Assist in the execution
of needs - based client assessment to facilitate successful product / service utilization Collaborate and communicate effectively with all departments and
members of company management, acting as a liaison between customers and all staff
members as well as representing institutions within the community Generate referrals and consistent repeat business through effective service and timely follow - up
Meet and exceed marketing and
sales strategies while tracking progress versus established benchmarks Maintain a strong working knowledge
of company products and services, respective marketplace, competitor strategies, industry regulations, and other pertinent information, applying all knowledge to related job functions Provide relevant guidance / leadership to new staff training efforts and coaching, consistently leading by example Oversee critical document control and management, maintaining all files in an organized manner Perform continuous assessment
of client service operations while furnishing oversight and guidance regarding effective customer service and issue resolution techniques Adhere consistently to all established policies, guidelines, procedures, related laws, and other related constraints Utilize various technology applications to drive customer service and administrative processes Assist management team and senior department
members with various other duties as assigned
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
• Advise staff
of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff
members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is
met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one
of the variety
of programs offered customized for individual financial
needs • Assisted team manager with maintaining and distributing month end numbers to peers
needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense
of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card
members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage
of contacts to attempts, phone availability and
sales rate
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
• Managed talent acquisition programs for multi-billion dollar companies across the United States • Clients included Yahoo!, Microsoft, Tumbleweed Communications, BEA, & Aderactive • Responsible for designing and implementing comprehensive recruitment and training programs • Trained and led staffing team consisting
of recruiters, sourcers, coordinators, and schedulers • Offered guidance in recruitment, interview, negotiation, and training best practices • Developed execution plans offering metrics, hiring goals, and improvement strategies • Evaluated company staffing model, identified
needs, and recommended remedial measures • Interacted with company CEO's, Presidents, and other
members of senior leadership • Partnered with HR, Development, and other company departments to best
meet company goals • Significantly cut personnel costs and turnover rate through recruitment
of career employees • Recruited, interviewed, screened, and filled positions from entry level to senior leadership • Negotiated and finalized compensation packages and job descriptions • Managed complex personnel issues during company acquisitions and mergers • Responsible for ensuring that recruitment procedures empowered underrepresented groups • Authored reports detailing cost per hire, turnover ratios, and retention statistics • Utilized online and in - person recruitment tools and methods to attract best possible candidates • Developed working knowledge
of varied professional fields to best fill positions • Built strong, long - term relationships with industry leaders across multiple professions • Cultivated sourcing pool for technology,
sales, marketing, and other professional skill sets • Maintain strong ties to leading colleges and universities for recruitment purposes • Performed all duties in professional, efficient, and effective manner
If you
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Members of The Institute are real estate professionals who have undergone extensive luxury home
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