Emily Westphal Email & Phone Number

Milwaukee, Wi, Us

Administrative Assistant to three Market Presidents within the Wisconsin Region at BMO Harris

Pewaukee, Wi & Brookfield, Wi

- Lead a team of service representitives to measure their success and assist in achieving goals- Host weekly one-on-one staff meetings to motivate ongoing improvement and share industry best practices- Lead monthly manager meetings to initiate strategies and provide support to an ever-changing environment- Complete timely branch audits, and regulate risk measures to uphold policies and procedures- Analyze Salesforce data to strategize and create initiatives to create execute on goals- Implement practices to grow the business and make recommendations to meet customer’s goals- Exhibit strong customer service skills to complete everyday transactions for clients to mitigate risk- Provide ancillary support to meet organizational needs, manage all situations with accuracy and efficiency

Pewaukee, Wi

- Conduct financial needs assessments to position solutions that meet customer’s goals - Exhibit strong customer service skills, build and maintain client relationships- Ensure compliant measures to eliminate or decrease organizational risk- Provide ancillary support at the service line, to meet organizational needs- Collaborate with a retail team to ensure achievement of branch goals- Participated in Retail Banking Development Program prior to current position

- Organize practice plans to train and improve athletes skills- Encourage confidence building and strong self-esteem for athletes- Design team goals and facilitate team building activities to achieve success- Challenge athletes and communicated efficiently to work toward a common set of goals - Collaborate with other coaches to successfully train participants- Routinely communicate with parents regarding athletes growth and development, and future expectation- Mentor youth athletes to succeed in both life and volleyball

Ripon, Wi

- Gathered associates billable hours, invoiced clients, collected and managed receivable payments- Consulted many local businesses regarding market research, financial plans, and social media- Developed employee handbook and other company policies and procedures for clients

Ripon, Wi

- Role-model to fellow teammates, lead by example toward common goals - Communicated objectives and directives to teammates- Organized and built team camaraderie through activities and events- Balanced multiple priorities with time management- 4-year letter athlete - 4-year All-Conference selection, as well as, several player of the week recognitions

Ripon, Wi

- Served as a member of the Executive Committee to accomplish chapter goals- Worked closely with alumni relations and submitted reports to district- Managed the chapter budget to allocate resources for financial stability- Collected member dues and enforce payment plans, while educated members on finances - Balanced multiple responsibilities and met demands: work, study and volunteer time

Bachelor'S Degree, Business Management And Psychology

Activities and Societies: Alpha Delta Pi- Delta Pi Chapter, Varsity Volleyball Team

Education record