Daniel (Scott) Wilson Email & Phone Number

COVID-19 Update: Once the pandemic shut down travel, and all of the branches closed their doors, we had to make a substantial change. For the past year+ I've been redesigning our sessions to work virtually, and we now have separate programs to offer: Virtual, Onsite, or a hybrid of both.Additionally, I've been working with Marketing on scripting and developing a block of training videos that can be used for session pre-training, skills review, or demonstration purposes.----------------------------------------------------------------------------------OVERALL JOB DESCRIPTIONProvide systems installation and training to financial and retail institutions across the Northern Hemisphere, for multiple manufacturers of cash management technology. This position involves pre-installation analysis, onsite configuration of the systems, training of staff and support personnel, development of training materials, post-training analysis, and follow-up support.Additionally, I have been working with Compuflex personnel on analysis of current and long-standing training processes and documentation, and development of e-learning tools such as remote/webinar sessions and training videos. My position also involves participation in the following projects:-Development and presentation of Operations Classes-Development of Training Package marketing materials-Assisting Client Companies with development of their Training Teams-Development and presentation of Train-the-Trainer sessions and materials-Analysis of Skills Retention, for greater impact of training-Updating of company website section focused on Education

Provided corporate training to financial and retail institutions across the Northern Hemisphere, on cash security and management technology. Training was provided in a number of ways, including onsite staff sessions, train-the-trainer sessions, webex demonstrations, and by conference as well. Also worked directly with top clients to design specific training programs, for internal and external use.Specific Projects Have Included: -Key Operator Training Program -Best Practices/Policy and Procedures -E-Learning Tools -Refresher Training -Follow-up and evaluation of training -TCR Task Force -Development of training materials -PILOT training and project management assistance -Issue research and resolution -Testing and evaluation of new systems -Training of incoming Talaris employees and new trainers -Development of escalation proceduresAdditionally, in the last year, I was recruited to join a team of Service Account Managers, based on my training and operations expertise. In this capacity, I worked as a single point-of-contact for several of Talaris' Key Accounts, helping to track and manage issues, projects, contract renewals, and reporting on service activity. Worked with Key Account Managers on third-party maintenance proposals and high-level strategies. The SAM position utlized Excel spreadsheets, work within Crystal and Metrix, data-mining, project management, RFP assistance, and coordination of efforts within multiple departments.

Managed staff and operations at the Main Branch. Worked directly with staff on internal training and goals; oversaw staff scheduling, branch security and expenditures; enhanced internal procedures for sake of streamlining and consistency; worked with security department and management to reduce fraud and excess spending; reported on branch activity to upper management; and assisted in the design and implementation of drive-up facility. Additional responsibilities included serving as a Notary Public, Compliance Officer, New Accounts Representative, and Loan Officer.

Greenwood Village, Co

Started as a Floater Teller, assisting with branch operations throughout Denver network of branches. Later served as a Loan Officer at the Main Branch, which led to position of Branch Supervisor. When the Main Branch was moved to a new facility, I maintained the Supervisor position, overseeing teller and operations activity. Was also responsible for maintenance and training of new technology at the main branch.