Brian Neuendorf Email & Phone Number

Des Moines, Iowa Area

 Review and approve asset movement transactions processed by internal and external processors for accuracy and within established procedures.  Train/Coach processors to get defects corrected and to reduce future defects Handle and respond to external and internal questions received by phone, e-mail and chat regarding procedures to process asset movement requests  Communicate with custodian(s) to expedite asset movement request that were rejected and need correction Respond to procedural questions from the offshore team to assist them in processing asset requests

Des Moines, Iowa Area

- Trade Indices, Commodity and Interest Rate Futures- Equity and Future Option spreads - Provide coaching and mentoring to new traders- Develop and test trading strategies- Attend seminars, webinars and other events to follow market and product trends

Des Moines, Iowa Area

- Completed financial transactions and portfolio allocations - Delivered superior customer service while documenting broker and contract owner inquiries regarding variable annuity contracts - Trend awareness and educational opportunities with the annuity market to provide a high level of service- Educated brokers and contract owners on market requirements and contract provisions - Maintained confidentiality and accuracy while dealing with sensitive information

Des Moines, Iowa Area

- Manage team that provides Merchant Services, Credit and Debit card processing- One on One coaching/mentoring with team members/performance management- Daily and monthly reporting for workflow and performance dashboards- Work with multiple business units to provide work flow guidance to ensure quality- Project team for new products, process improvements and client projects- Process improvement and documentation guides- Provide training and product overviews to clients and internal users- Partner with Client Relationship team to ensure client satisfaction

Burnsville, Mn

- Handle elevated customer service calls to resolve service/product inquiries -Prepare daily, monthly and quarterly financial reports for Senior Management- Balance general ledgers and bankcard monthly reporting- Review and manage charge back / fraud cases - Attend industry seminars - Lead product/service training seminars for new hires and current staff- Provided back-up to department assistants and Manager where needed

Sioux Falls, Sd And Las Vegas,Nv

- Resolved customer inquiries on the phone or in writing regarding their accounts- Cross-sold multiple products during phone inquiries- Re-sold account benefits to increase credit card usage and retention- Assisted staff with call flow questions and monitored call quality standards- Handled large call volume within time frame standards- Prepared account ledgers- Researched and resolved service issues and charge backs on V.I.P. accounts

Greater Minneapolis-St. Paul Area

- Supported the DSD retail strategy with execution of the grocery sales initiatives- Planned and implemented quarterly sales objectives- Ordered store inventory and sold additional Point of Purchase opportunities- Train and mentor a staff of retail merchandisers- Managed sales plan for the leading grocery sales outlet in the market- Recognized as an outstanding sales leader

Education record

Education record