• Dedicated to new customer acquisition in a professional office setting• Servicing existing accounts, obtaining orders, and establishing new accounts • Performing administrative and office support activities, including word processing and filing• Keeping management informed by reporting on up-to-date activity and results

• Handled cash and processing customer transactions • Initiated conversations with customers to uncover their needs and referred them to the appropriate business partners, in turn meeting personal and financial center referral and sales goals• Personally maintained a balancing record, finding and correcting errors and asking for help in this process as needed• Handled customers issues with professionalism and seamlessly directed complex issues to management staff• Maintained up-to-date knowledge of financial center policies, procedures, products and services• Performed daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center

• Promoted brand and product with enthusiasm in retail and health locations in the Greater Cincinnati area• Maintained knowledge of the product and highlighted product features in an applicable and relatable way• Delivered promotional items and set up displays to raise awareness of the company’s products and make new sales

• Provided excellent customer service in a fast-paced restaurant environment.