Annette Morrison Email and Phone Number

Assists with managing the accounting control functions within the Bursar’s office. Supervises and trains staff and students in the daily aspects of the Bursar’s office. Prepares and maintains annual, quarterly, and monthly reports. Performs monthly reconciliations. Performs special projects as assigned by the Bursar.

Process Housing cancellation through StarRez, Complete Application, Prepayment deposits and Refunds through TouchNet and Banner systems.Resubmit all TouchNet Errors that originated from TouchNet.Prepare all 529 Investment checks to be forwarded to the Bursar’s Office for processing.Meet with parents and students to discuss Housing Penalties, Refunds, Housing Cancellation fees and the Housing Appeals Process as well as the Housing contracts.Review and respond to emails sent to the Housing in box in a timely manner.Follow up with all voicemail in a timely manner. Complete Rental Verifications for local real estate companies and Proof of Residency for Staff and Students.Coordinate Housing Tabling events.Work closely with the Bursar's Office for daily Payment Reports.Coordinate Housing Tours for Students, Parents and Athletics department.Review and process RLC (Residential Learning Communities) request and cancellation requests.Work closely with Resident Directors to ensure student have checked out of their apartments in a timely manner.Reach out to other UTC departments to build bridges and communication between various divisions.

Proactively cross-selling to existing customers; managing and coordinating all aspects of the customer's financial relationship with FTB, including but not limited to, credit, deposits, small business products, wealth management investment and life insurance products etc.; Partnering with customers in order to identify the customer's specific financial goals and needs. Delivering personalized product/service recommendations and working with the customer to implement financial plans either directly or by leveraging the appropriate FTB specialists or alternate delivery channels; Monitoring ongoing customer needs and market trends. Meeting and exceeding individual sales goals and assisting with financial center team goals. Function as Financial Center Manager in the Manager's absence. Selling additional products such as Life Insurance, Annuity and Loan products to the appropriate customers.

Supervises and schedules the work of all tellers within the branch to ensure efficient teller operations during business hours. I lead the Customer Service Satisfaction of the Financial Center, including resolving customer issues in a manner that is consistent with the Banks Core Values. I lead the Technical Performance of the Financial Center through maintaining control over key risk areas of the center, including tellers’ Over/Short accounts, operational losses (inside and outside of guidelines), and audit control procedures(annual and tri-mester), resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Leads the Sales support efforts of the Financial Center, supervises subordinate staff including: hiring recommendations; determining workload and delegating assignments; Training, monitoring and evaluating performance and initiating corrective and disciplinary actions to include terminations. Skill to resolve daily reports and identify potential risks.

Revamped Service Observe Department (Quality Control) by• Designing new Service Observe monitoring spreadsheets and commentary forms.• Implementing new Standard Operational Procedures in order to provide agents with immediate feedback after a customer service call.• Designing and developing bi-weekly Service Observe reports to be presented to the Managers, Supervisors and Vice President for review of production floor selling trends.• Implementing the Quality Recognition Program to reward agents for maintaining outstanding Service Observation scores.

Design, develop and deliver• Technical and soft skills training to employees at the exempt and non-exempt level.• Design and develop Customer Service modules, comprehensive Sales Techniques, Talk Time and Phone and E-mail skills modules.• Procedures based on client needs. Determine training process improvements and provide transitional support. Coordinate and deliver enhancement training to existing employees. Provide feedback, diagnose learner needs and apply accordingly. Update training items in Front Page. (Intranet) Conduct training classes for staff located in the Bahamas.