Directed and oversaw the Client Services department and employees, working with leadership to increase revenue and strategic operational efficiencies. Developed and implemented company-wide systems, tools, and processes to enable growth. Worked collaboratively and cross-functionally to inform and manage internal daily operations, providing technical experience with project management tooling, marketing, branding, finance, and collaboration tools.– End-to-end HR generalist tasks to establish a positive success track for all new and ongoing employees to reduce turnover and drive consistent resourcing for scalability.– Established tracking and reporting to understand and analyze utilization, project throughput, resourcing, etc., to upper management for actionable data to guide company goals.

Managed all client accounts, executing effective marketing campaigns from inception to completion, ensuring standards and timelines were met for client deliverables. Responsible for being a liaison between internal departments and the client while creating strategic marketing plans to drive key performance indicators and client/company goals.– Maximized client usage of our licensed email marketing platform and the team’s creative, strategic, and technological services to increase profits.– Managed a smooth onboarding process for new clients from Sales to Delivery, ensuring the team and client are set for long-term success to retain and grow client accounts.– Coordinated and marketed events for clients, including internal holiday parties and celebrations.

Researched, analyzed, wrote, and prepared presentation materials for credit memorandums for the Small Business Loans department. Worked with various types of financial documents to analyze and provide a holistic and accurate picture to the CFO for review and approval to ensure compliance and scale business growth.– Assisted in covering for other departments as needed, such as a Teller or Personal Banker.

Served as a liaison between Accounting and Store Operations to solve financial discrepancies to maintain accuracy and compliance across financial accounts. Worked with stores across the U.S. to reconcile their financials while maintaining positive relationships between the stores and the corporate office.– Administrator for the Division Cultural Council, including setting up weekly and quarterly meetings, taking meeting minutes, travel arrangements, ordering food and beverages, preparing meeting agendas and power points, and driving associate engagement across the West, Midwest, and East Coast regions.

Responsible for managing, reconciling, and auditing 300+ student accounts while providing excellent customer service. In charge of interviewing, onboarding, and ongoing training of employees, as well as creating and maintaining up-to-date standard operating procedures and ensuring government and company compliance.– Point person for the Finance department when the Director is out of office.– Collection responsibilities, monitoring Accounts Receivable and Payable, and designated treasurer.

Responsible for monitoring and tracking fraudulent transactions, maintaining high-level attention to detail to ensure fraudulent activities are caught for customer and company safety. Provided all levels of management and departments with on-demand findings related to daily fraud activity and carried through to ensure resolution.– Onsite training of new employee’s to comply with state, federal, and company policies and procedures.– Delivered customer assistance with IRAs, CDs direct deposits, Safety Deposit Boxes, and all other depository means.