Alyssa Dean Email & Phone Number

Bothell, Wa, Us

Marquette, Michigan, United States

Support team efforts to achieve growth targets in financial performance and primary client acquisition.Actively seek and deliver the right client introductions to the right team members to achieve growth targets and execute successful sales initiatives. Provide positive client experience by assisting with account questions, problems, and/or complaints and through research and communication resolve in a timely and effective manner, resulting in $1+ million in additional deposits for my specific branch location.Execute all sales, service, and banking transactions accurately and compliantly, utilizing a deep knowledge of Fiserv DNA and Salesforce, striving for no controllable losses.Met weekly behavioral activity goals including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, completed, and needs met.Consistently adheres to regulatory and compliance policies and standards and complete all required compliance trainings in a timely manner.Train, mentor, and assist team members with product knowledge and several platform procedures to increase client satisfaction and increase employee retention.

Marquette, Michigan, United States

Establish new relationships with commercial customers within the community.Work directly with various departments on education of our cash management products, leading to referrals for new cash management customers.Build and nourish current commercial customer relationships by analyzing their current business and suggesting appropriate cash management products.Maintain relationships as main point of contact with 150+ current cash management commercial customers.Perform Risk Assessments for new commercial customers interested in ACH Payments, Remote Deposit Capture, and Online Wires.Create agreements for all cash management products and ensure the proper agreements are completed and filled out correctly for our commercial cash management customers.Sell, Implement, and Onboard all of our cash management products via email, virtual meetings, and in-person meetings.Work directly with the Digital Banking department to educate and offer support for all our cash management commercial customers.Create new procedures to streamline the implementation and onboarding processes.Sell, Implement, and Onboard all customer interested in IntraFi, our FDIC sharing program.Facilitate and delegate all transfer of funds requests from our customers participating in our FDCI sharing program.Conduct annual reviews with all of our 150+ current cash management commercial customers via email, virtual, and in-person meetings to discuss current products, prices, and suggest new products that would benefit their businesses and increase the bank’s revenue.Create and analyze reports to increase efficiency and sales, and ensure bank policies and procedures are being followed.

Marquette, Michigan, United States

Manage 3-4 employees to ensure daily transactions are ran correctly and customers receive prompt and excellent customer service.Train staff through strong communication and constructive feedback to ensure growth within their position and within the company.Open new accounts for retail and business customers.Assist business customers in updating paperwork when changing signers on their deposit products.Conduct annual reviews for all Front Line employees.Ensure bank policies and procedures are followed by working Daily, Weekly, and Monthly reports.Assist customers with installment loan applications and collecting necessary information to deem if they qualify and determine rates and terms.

Wisconsin Dells, Wisconsin, United States

Lead my team with constructive empathy.Managed weekly scheduling for over 75 employees in a $5 million revenue store.Created and implemented a training program for FOH staff that increased menu and POS knowledge, leading to reduced mistakes and higher retention rates within the company.Head of Recruitment and Internship ProgramAssisted in maintaining labor, liquor, and food cost well below budget.Oversaw rigorous inventory controls, ensuring optimal stock levels while reducing wastage.Aided in training staff for new store openings.Front of the House hiring manager for servers, bartenders, hostesses, and expediters.Ensure all Front of House and Back of House managers completed necessary shift duties.Managed profit and loss company spreadsheets to track labor, liquor, and food costs. Regularly count safe, stock cash registers, and make daily bank runs for cash deposits.

Wisconsin Dells, Wisconsin, United States

Oversaw day-to-day restaurant operations, ensuring consistent quality in food and service delivery.Led and mentored a diverse team, ensuring professional growth and adherence to company standards.Held regular performance evaluations, guiding staff toward excellence and maintaining high retention rates.Streamlined the hiring process, selecting top talent to enhance restaurant service and efficiency.Collaborated with fellow managers to share best practices and address common challenges.Embodied company values in all interactions, fostering a culture of passion, integrity, and partnership.Regularly count safe, stock cash registers, and make daily bank runs for cash deposits.

Wisconsin Dells, Wisconsin, United States

Wisconsin Dells, Wisconsin, United States