 Determining the income, expenses, financial objectives, or other information needed to develop a financial plan for clients. Continually strive to achieve financial targets through the delivery for exceptional client service.  Adhere to opening and closing procedures as outlined in Money Mart policies and procedures.  Manage collection activities for all past due financial accounts, maintaining an impeccable level of service.  Review and update credit and loan files. Finalize loan contracts and keep clients informed in rules and obligations. Cultivate trustworthy referral networks; suggest alternate channels and cross-sell financial services.

 Receive incoming contacts from customers interested in purchasing/researching travel by following standard scripts and procedures. Determine customer reservation needs and preferences by utilizing established question and answer techniques. Make recommendations based on the customer needs and preferences. Research travel rates, destinations, options, and packages for customers. Process travel transactions by entering accurate and complete reservation information into the relevant systems. Professionally and accurately support customer requests for itinerary changes or cancellations.

 Greeting customers promptly and professionally, helping them with their product preferences. Organize merchandise to enhance the shopping experience and provided expert advice on the latest tech products, resulting in a 15% increase in customer satisfaction. Collaborated with the management team for up-selling additional warranty protection and other store offers, leading to a 30% increase in foot traffic. Answer any questions customers may have about potential purchases, maintaining a 95% customer satisfaction rating.

 Greeting customers promptly and professionally, helping them with their orders on store front and at drive thru as well. Making drinks and food orders with standards by following procedures and check with customers that the order is correct. Collaborated with the team for up-selling, asking for combos, talk about the offer going on. Manage transactions using cash registers, issue receipts, refunds, change and redeem offers and points also. Answer any questions customers may have about their orders, maintaining a 95% customer satisfaction rating.