Anna Beach Email & Phone Number

Fort Myers, Fl, Us

Fort Myers, Fl, Us

Fort Myers, Florida, United States

Fort Myers, Florida Area

Manage the operations and administrative support for this financial security company providing consultation on wealth and asset income protection for over 1,000 clients. Operational responsibilities include ensuring execution of client level meetings, managing operational efficiency, creating financial reporting for our clients, and helping customers identify their needs to prep for the financial advisor consultation. Sales and Marketing responsibilities include strategic planning and prospecting to build awareness, demand, and increase our customer base. ☑ Developed and implemented the on-boarding process for clients contributing to efficiency and accuracy.☑ Assisted in doubling the client roster within 2 years and increasing profitability by creating operational efficiencies, and increased demand for services. ☑ Helped increase year-over-year production by 10-15%.☑ Contributed to $375k in Premiums YTD, pacing to exceed the annual goal of $500k. ☑ Independently handle one- to-two client consults per week. ☑ Played a vital role in the office's corporate award recognition for "Best Year Ever" award at the annual Summit 2015-2018 and on track to receive the Pathfinder Track recognition award in 2019.

Hired as a teller and promoted to Relationship Banker within six months. Contributed to the team quarterly goals opening new accounts, assisting with wire transfers, online banking, credit applications, and consumer loan applications. Developed customer relationships and encouraged deeper engagement through investment banking.☑ Recognized and requested by repeat clients for excellent customer service.☑ Reviewed customer accounts to ensure maximum service level and profitability.☑ Audited work for compliance adherence to policies.☑ Led bank merger training of new banking system, created a training schedule, and implementation of training to across cross-functional departments.

Fort Myers, Florida Area

Handled financial transactions, including deposits, payments, and cash disbursement. ☑ Accurately recorded all transactions and balanced daily operations without errors. ☑ Acted as Head Teller when needed.☑ Engaged customers through hospitality and relationship building. ☑ Developed referrals for colleagues supporting additional financial products and services.

Fort Myers, Florida Area

Provided administrative support for the front office, Elementary School Principal, Director of Development and Director of Admissions. Responsibilities included development, monitoring, and deployment of school-wide communications, developing school marketing plans, and planning all events for the school. Staff and parent liaison, scheduled all conflict resolution meetings and assisted when necessary navigating the root cause issue, finding solutions for all parties, and creating a calm environment for all.☑ Increased volunteer support. ☑ Improved textbook procurement process making it electronic increasing profitability and scholarship funding for the school.