Ben Beutel Email & Phone Number

Directly helping customers succeed financially, reviewing customer data, entering customer data at high proficiency level, presenting and selling banking products, high level of customer service, setting appointments, highly detail oriented and organizational to keep all confidential information safe and seperate. Daily meetings on how to better ourselves and other team members.

Coaching and motivating team members in sales and procedures, ordering and maintaining inventory, reviewing and approving higher level transactions and wires, high level of customer service, customer complaint resolution, helping to conduct interviews for potential new highers, processing and reviewing banking transactions, high level of sales proficiency, high level of product knowledge.

Providing excellent customer service, processing bank transactions, meeting quartly sales goals, presenting customers with new products of which they may not be aware, practicing and participating in fina cial audits.

Responsibilities included: running service center daily, inventory orders and management, conducting interviews, running sales meetings, managing team, training teammates, administrative paperwork, customer service, sales.