Brandon Koebel Email & Phone Number

Edgewood, Ny

• Manages 15+ bank and broker clients concurrently and ensures they are satisfied with the provided services • Focuses on solving client issues and overcoming challenges in order to maintain a successful relationship• Works with clients on implementing new products, improving existing products and creating product roadmaps• Manages multiple ongoing projects for each client and keeps them on track by using strong organizational skills and attention to detail• Communicates daily with external clients effectively through email, phone and virtual meetings• Produces and presents quarterly business reviews to executive level clients• Often gets ahead of client problems and uses creative thinking to solve issues without needing to involve SME’s or management• Achieved excellent individual scores in back-to-back years on annual Customer Satisfaction surveys

Edgewood, Ny

• Manages 15+ bank and broker clients concurrently and ensures they are satisfied with the provided services • Focuses on solving client issues and overcoming challenges in order to maintain a successful relationship• Works with clients on implementing new products, improving existing products and creating product roadmaps• Manages multiple ongoing projects for each client and keeps them on track by using strong organizational skills and attention to detail• Communicates daily with external clients effectively through email, phone and virtual meetings• Produces and presents quarterly business reviews to executive level clients• Often gets ahead of client problems and uses creative thinking to solve issues without needing to involve SME’s or management• Achieved excellent individual scores in back-to-back years on annual Customer Satisfaction surveys

Edgewood, Ny

• Manages a production operations team of 30 personnel responsible for all aspects of correspondence of a wide array of sensitive financial documents for banks, brokers and institutions• Performs a broad range of administrative functions, such as: organizing production schedules, managing inventory, and coordinating the production process• Handles client inquiries with swift process improvements, focused training and SER implementation• Interacts and coordinates with other department leaders to ensure high priorities are addressed in a timely manner and all client expectations are met• Liaison between Broadridge and one of our main vendors • Identifies, develops and cultivates high performers and potential future leaders• Investigates and assesses outdated methods with the purpose of presenting senior leadership new, modernized practices that can reduce costs while simultaneously maximizing productivity and quality• Maintains and manages team's unit cost- absorbed 25% more transaction reporting volume in FY19 and was able to maintain a year-over-year favorable unit cost by implementing process improvements and managing labor effectively• Created and maintained a seamless transition when merging with an ancillary department at the start of FY19• Pioneered various major projects such as Project Blue, Pitney Bowes business manager, BNY Pittsburgh and WMS Client Profiles.

Hicksville, Ny

• Supervised a team of 8, responsible for training, safety, scheduling, managing and performance review• Managed daily schedules while working closely with clients and various company departments, maintaining a strong positive relationship to achieve organizational goals• Measured and analyzed residential roofs to determine solar viability and structural integrity• Led the “NYS Solarize” campaign, expanding the market to three additional counties in NY• Received the 2016 Safety Award for completing over 1,000 site surveys across NY without incident and for training the entire department on safety policies and regulations• Introduced new procedures and continually improved safety and team performance through training and development

• Organize merchandise pricing and signage, stock grocery shelves, manage store inventory and maintain store appearance• Responsible for controlling store shrinkage through proactive theft monitoring and reporting as well as effective rotation of goods • Provide exceptional customer service by advising customers on purchases and sale items, leveraging in-depth product knowledge• Lead the department in Customer Service Recognition Awards for past 3 years

• Responsible for coordinating specific tasks and dividing up tasks among team members to ensure that deadlines were met• Maintain records of daily production, total sales and total profit• Reduce waste and increased profitability by creating a customer demand forecast model through analysis of historical sales trends• Led team of 10 in the preparation and production of baked goods to meet customer demand during Thanksgiving and Christmas week, 5 years in a row, resulting in profits of over $50,000 a day with zero customer complaints