Daniel Marx Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Experienced leader in the retail and financial services industries. Team builder and operations specialist.

Charlotte Metro

Charlotte, North Carolina

·Inspired and motivated the store team to increase sales and ensure efficiency.·Posted sales and profit gains, changing 11 year trend of comp sales decline.·Managed the store’s stock levels by making key decisions regarding stock level and control.·Analyzed sales figures – Utilized IT to record sales figures for data analysis and forward forecasts. Analyzed and interpreted trends to facilitate planning.·Forecast volume of future sales to maximize profits.·Played a key role in advertising sessions- Organized trade-shows, special events, exhibitions and displays.·Initiated changes to improve the business, e.g. revising opening hours to ensure the store can compete effectively in the local market and implemented absence tracking and corrective action procedures.·Organized professional training and development courses, promoting eight associates to key management positions in my tenure, leading to a 3.5% increase in annual revenue.·Influence P&L performance through team morale, training and performance with responsibility for revenue and margin growth.·Fostered an inclusive work environment that provided for a cohesive team and outstanding employer of choice survey results. ·Enhanced service levels through scheduling analysis, effective staffing plans and impactful talent management.

·Responsible for supporting the daily operations of a $23 million business, servicing over 95,000 customers per week. ·Lead the culture of a team consisting of over 200 members.·Influence P&L performance through team morale, training and performance with responsibility for revenue and margin growth.·Increased annual revenue by 1.2% in my tenure by leveraging outstanding talent acquisition and unparalleled talent development.·Enhanced customer service through the training and development of leaders and fostering a customer centric environment.·Responsible for the leadership of the store teams with responsibility for work assignments, performance reviews, disciplinary actions and professional/career development.

·Responsible for management of district teller staff, managing the day to day financial activities of multiple branches and assisting in the growth and development of sales so as to ensure productivity targets were met.·Played a crucial role in maintaining effective relationship with clients thus, helping in exceeding the loan and deposit goals and constantly exceeding the profit margins. ·Promote the products and services of the organization by establishing professional relationships, determining and understanding the needs of the client, as well as, that of business, that in turn will offer continuous growth for the organization.·Identified, ascertained, and developed new potential business opportunities while retaining the existing clients·Set priorities for the staff members, direct and delegate work responsibilities, and ensure they were completed and implemented appropriately.·Maintained proper staffing levels, hire, and train new members on the financial products and services, to evaluate their performance and provide a constructive and a timely feedback.·Ensured that the benchmarks set were met and were in compliance with the organization's goals and objectives, to enhance the professional growth of the employees, and to ensure that successful candidates were rewarded.·Ensured that customers were satisfied, understood their changing trends, and developed new strategies that would assist in meeting the short and long term financial goals ·Remained abreast with the latest developments in the financial sector, providing assistance to achieve the sales targets while resolving issues of the client and staff.