Eric Elftmann Email & Phone Number

Saint Petersburg, Fl, Us

St Petersburg, Florida, United States

- Ensure the efficient transfer of assets (cash and securities) between internal accounts. Prioritizing accuracy and compliance with FINRA regulations as well as any in-house written supervisory procedures. - Manage and maintain reports compiling debits within clients’ accounts and assist branches with maintaining the accounts in a manner that is compliant with Reg T. - Communicate directly with Financial Advisors and other branch personnel to address their inquiries regarding securities transfers, account balances and the documentation required to process a litany of requests.

Clearwater, Florida, United States

Verifying data and processing applications using established guidelines. Establishing professional working relationships with agents and policy holders. Obtaining missing or additional information required for policies.

St Petersburg, Florida, United States

Prospecting and identifying potential clients in Aerospace, Aviation, Medical, Military, and more Communicating with clients to understand their short and long term problems. Collecting and analyzing data to learn more about client’s needs. Working with client’s engineering department to provide alternative solutions on EOL/obsolete parts. Building relationships with clients based on consistency and problem solving. Resolving supply chain issues with the manufacturer and relaying information to the client. Collaborating with internal departments to facilitate client need fulfillment. Accompanying and assisting sales engineers with client visits. Quality Control to ensure procured parts are uniform and meet client’s requirements. Keeping accurate records pertaining to accounts and inventory. Maintaining updated knowledge of company products and services. Networking at trade shows to maintain existing relationships and nurture prospective ones.

Greater Minneapolis-St. Paul Area

Conducts sales calls on current and prospective customers to ensure exceptional customer service levels while growing business. Networks in UBB hosted events to maintain existing relationships and nurture prospective ones. Analyzes competition and formally presents applicable and relevant information. Prepares credit card underwriting files for new cardholder accounts and assists in the underwriting process, as well as the set up and printing of business card applications to ensure accuracy.

Bloomington, Minnesota

Supports backup for verifying invoices and ACH debits and credits for cardholder activity. Grows relationships with vendors to ensure compliance with industry regulations. Implements preparation and conduct comprehensive on-site training for new and current agent banks.Assists agent banks with marketing efforts directed at building merchant and cardholder portfolios. Creates program contracts for prospective banks. Provides problem resolution and answers questions regarding bank cards and prepaid cards. Coordinates card re-issuance related to new industry guidelines, such as EMV adoption.

Shell Lake, Wi

Completed opening and closing checklists according to set standards. Facilitated needs and requests of clients while maintaining tidiness and organization throughout the bar and dining area.Supported other areas of the restaurant in set up, cleanup, prep work and equipment maintenance. Maintained accurate cash handling practices while serving customers in an efficient manner.

Bloomington, Minnesota

Catered weddings, meetings, and parties.Assembled rooms for eventsBartendedMonitored and organized inventory rooms

Catered weddings, banquets, and festivalsBartended at concerts, weddings, and banquets.Monitored and maintained inventory levels on a daily basisTrained and mentored 3 successful employeesSold beer at concerts and UND football gamesRegularly was the highest beer vendor in sales.Averaged over $1,000 in sales per concert/gameWorked in a vending stand for children shows, graduation, and other eventsStocked and monitored vending stands in preparation for events

Handled cash as a cashier and in the drive thruListened to customer complaints and remedied the situationPoint of saleStudied the different tasks of every positionMaintained cleanliness of the workstations and equipmentDiagnosed factors to improve food quality