The company offers a wide range of individual and group insurance products to meet
the various financial needs of customers.
Not exact matches
Our company connects the clients with the home equity loans providers, who are ready to meet the
needs of the
customers with
various financial situations and expectations.
Thanks to our generous grants, we are able to offer $ 20 spay / neuter vouchers for
customers in
need of various types
of financial assistance.
It is one
of the leading
financial service providers which caters to the
various needs of its
customers and offers a host
of products designed specifically to meet the
needs of its
customers.
Detail - oriented Banking Relationship Manager experienced with routinely assessing and meeting the
financial needs of various individual and business
customers.
I also analyzed
customer financial needs, goals, and provided them the advantages and disadvantages
of various investment strategies.
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
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
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
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
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
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
Property Management — Duties & Responsibilities Coordinate regular maintenance and repairs as well as emergency resolution through the efficient management
of maintenance team and general / sub-contractors, also participating in restoration and renovation projects to ensure timely completion within designated budgets Develop annual property budget and monitor with monthly variance reports, preparing
financial statements and
various regular and ad - hoc reports on property status, including occupancy rates and lease expirations Provide relevant oversight and administration to tenant build - outs, utility service termination and transfer, supply purchasing, and building consolidation processes Support firm management to aid in effective
customer service, maintenance, and general property operations, delegating important tasks and assignments while overseeing all critical management aspects Organize, manage, and execute all aspects
of the lease process, facilitating the ease
of operational aspects as well as price / term negotiations, rental agreement reviews, rent collection, impounds, and tenant eviction as necessary Generate increased revenue through tenant referrals as well as consistent lease renewals through effective service and timely issue resolution Identify and develop talent among hired staff and property personnel, utilizing focused training efforts within a performance - based work environment designed to utilize the critical strengths
of assistants, supervisors, and techs Provide continuous assessment
of property usage and
needs, while furnishing oversight and guidance regarding effective preventative maintenance programs, renovation considerations, and cost reduction / control measures Maintain a strong working knowledge
of the leasing property, respective marketplace, and general economic trends Act as a liaison between clients, vendors, sales personnel, support staff, and senior management to facilitate information flow and drive operational efficiency
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