Wading River, NY
Client Account Management for Personal/Business
Mortgage and HE Loan referrals
Trust and Estate account management
Ensure correct processes are performed according to regulations
September 2007 to July 2015
Sales coach and consultant for floor employees.
Warehouse Maintenance, organize and stock warehouse neatly to reduce Shrink.
Plan business strategy based on corporate guidelines
1 on 1 monthly meetings with 15 associates to plan and maintain career path with bi-weekly 10 minute check-ins to handle concerns.
Scheduling and coverage for sales floor
Top 5 for District in Customer Satisfaction
Client Relationship Satisfaction based on company contacted surveys.