Data and financial analysis of dental practices. Daily operations and workflow. Project management of client transitions. General marketing management for CTC Associates.

Windermere Chewelah co-owner with my husband, Evan Schalock.

Dental Industry relationship management, sales, marketing material review and revision, online marketing campaign administration & analysis.

Multi-client account management including all aspects of the dental insurance credentialing process including CRM, fee negotiation, fee schedule review & analysis, data entry with very high level of accuracy. 6 to 12 month ongoing client project management.

Oversee day-to-day operations to successfully maintain compliance measures and service and sales metrics. Ensure positive customer service and sales environment through observation, meeting new & talking with existing customers, coaching team members to success in providing value to customers. Recruit, interview, hire, train, coach & evaluate team members on an ongoing basis. Develop strategic relationships with bank partners to ensure customers are contacted for services beyond retail banking products. Hold one on one meetings with team members to develop plans of success daily, weekly, & monthly to ensure team member development in areas of strength & opportunity. Ensure the satisfaction of the customer through the strength of the team environment.

Proficiently manage 10+ tellers in a high volume traffic branch involving $500K+ influx in cash daily. Observe teller customer interactions to ensure the highest level of professionalism, accuracy and service provided consistently to each customer. Maintain & audit bank documents securely and accurately each month. Order, maintain & ship currency according to bank forecasted needs & compliance. Support all staff in daily operations of the branch to ensure optimal customer service. Actively coach, develop & promote team members to advance in career.

Effectively provide a number of banking products and services to clients while building and maintaining long-term customer relationships in person and by phone. Meet and exceed challenging sales and referral goals by reactive and proactive activities to interpret and understand customer’s financial needs. Contact current and future customers with recommendations to help them succeed financially. Contribute to the overall success of the branch and the district through quality leadership, customer service, risk management, and sales activities. Build and maintain active relationships with Wells Fargo partners.