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

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

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

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