Changing lives and helping our community have #morelife 🧡🍊

Resigned due to relocation to Tennessee.

The Technology Advisors observe and evaluate current customer business practices, analyze the system's capabilities, and make strategic recommendations to the customer about the integration of their current practice with the system's capabilities. Major Duties:· Responsible for the entire software conversion and implementation process for new and existing customers.· Perform a system analysis, including consultation with current users to determine the hardware, software and/or… Show more The Technology Advisors observe and evaluate current customer business practices, analyze the system's capabilities, and make strategic recommendations to the customer about the integration of their current practice with the system's capabilities. Major Duties:· Responsible for the entire software conversion and implementation process for new and existing customers.· Perform a system analysis, including consultation with current users to determine the hardware, software and/or system function specifications for the customer.· Assist the customer with designing a software solution and business flow that will suit their needs. Recommend improvements and upgrades as appropriate.· Coordinate and explain data conversion evaluation results to the customer.· Act as an ongoing advisor to PDSI customers regarding their technology structure and software packages.· Perform various educational technology demonstrations.· Prepare and deliver instructor-led training sessions on all Patterson EagleSoft products and specified Patterson products at customer sites.· Install and troubleshoot software, hardware, and digital components with assistance from technical support.· Collaborate with the PTC to resolve software issues as necessary.· Coordinate, participate in, and support meetings and activities, (technology events and marketing activities), as requested by the Branch Manager, Region Manager, or Corporate Office.· Professionally represent Patterson Dental Supply to branch customers and potential customers, in accordance with company policies and procedures. Show less

Partners with Branch Manager to develop strategy and achieve Branch objectives. Directs and supervises all Branch operational functions including but not limited to Service Department, Equipment Department, Customer Service, Accounting, and Inventory. Implement organizational best practices within branch. Manage Accounting & Financial Activities: Manage branch profit and loss performance against goals; partner with Branch Manager to develop budgets and allocate financial resources to… Show more Partners with Branch Manager to develop strategy and achieve Branch objectives. Directs and supervises all Branch operational functions including but not limited to Service Department, Equipment Department, Customer Service, Accounting, and Inventory. Implement organizational best practices within branch. Manage Accounting & Financial Activities: Manage branch profit and loss performance against goals; partner with Branch Manager to develop budgets and allocate financial resources to achieve business goals; manage accounts payable and accounts receivable, make decisions and recommendations on delinquent accounts.Customer Service: Responsible for partnering with Branch Manager to create a customer service culture with in the branch. Resolve customer problems or concerns; manage Customer Service personnel; manage Service Department; assess customer satisfaction with Patterson.Inventory Management: Manage merchandise, parts, and equipment inventory processes and inventory turns; responsible for resolution of inventory variances; play active role in excess inventory liquidation.Performance Management: Create a culture of teamwork that promotes mutual trust and respect among all branch personnel. Establish a culture that promotes high levels of commitment and productivity; employ strategies to motivate employees and maintain morale. Review and evaluate the work of direct reports to assess job performance; coach and mentor employees to improve their performance; create performance improvement plans when necessary.Staffing: Participate in the selection process.Administrative: Implement policies, procedures, guidelines, and standards; identify process improvements to increase efficiency or reduce costs; manage process to audit files and records for compliance; plan and organize meetings or seminars; schedule or authorize training for employees; approve time cards, overtime and time off requests. Show less

The goal of the Private Client Group is to offer extraordinary service to a targeted group of affluent customers- to make banking easy for them, gain their confidence and increase their share of wallet with PNC.

The SATL role encompassed management of the Sales Associates and operations for the Alabama private banking. Advise the VP and Directors of Private Banking throughout the RBC Bank footprint of risk management issues identified and support the development and implementation of resolutions to the risks.Lead a team of sales associates to effectively support account managers within private banking.Recruited and built a diverse team of sales associates with a blending of different work… Show more The SATL role encompassed management of the Sales Associates and operations for the Alabama private banking. Advise the VP and Directors of Private Banking throughout the RBC Bank footprint of risk management issues identified and support the development and implementation of resolutions to the risks.Lead a team of sales associates to effectively support account managers within private banking.Recruited and built a diverse team of sales associates with a blending of different work related experiences.Implementation of operational quality control to ensure compliance with loan processing, account opening, documentation collection, maintenance, and all applicable policies and procedures. Developed strong working relationships with retail, commercial, investments, mortgage, treasury management and merchant services in all markets and corporate office. Directed the Alabama sales associate team through review of portfolio segmentation to ensure clients attained minimum private banking qualifications.Provide administrative support to the Regional Director or VP of Private Banking for report compilation/preparation, coordination of meetings/conferences, calendar management, problem resolution research and other necessary tasks.Coordinated multiple banker and client entertainment functions for the Mobile and Birmingham markets. Show less

In the role of Executive Assistant, I supported the Regional President of Retail Banking for Alabama, responsible for 8 high performing Regional Managers with a total of 100 banking centers, Group Support Specialist, Sales Advisor, Human Resources Business Partner, Marketing Advisor, and Retail Credit Advisor. Daily tasks include but not limited to tracking and sales reporting at state level as well as summary reporting for all Regional Manager Teams. Refined working partnerships… Show more In the role of Executive Assistant, I supported the Regional President of Retail Banking for Alabama, responsible for 8 high performing Regional Managers with a total of 100 banking centers, Group Support Specialist, Sales Advisor, Human Resources Business Partner, Marketing Advisor, and Retail Credit Advisor. Daily tasks include but not limited to tracking and sales reporting at state level as well as summary reporting for all Regional Manager Teams. Refined working partnerships with Executive Management, support and advisors. Management of accounts payable submission and approvals, expense submission, approval and NIE management for Regional President as well as the Alabama Leadership team. Coordinate and facilitate quarterly reward and recognition events for approximately 30 high performing team members and leaders within the state. Lead contact for local marketing, employee and client entertainment events. Responsible for planning and scheduling bi-monthly Regional meetings, luncheons and team events.Manage schedule of events and calendar for RP market visits, coordinate and booking daily and weekly travel itineraries. Show less

Within role I supported the Retail Regional Manager for Mobile, Alabama responsible for managing 14 high performing banking centers, 126 employees in the Mobile and Pensacola Market. Top performing Market in the West Region in 2008, 2009 and 2010. Corporately ranked number 7 in 2008, number 5 in 2009 and number 4 in 2010 as measured by the Corporate Performance Metrics focused on the three key areas of productivity, financial growth and operations. Daily activities include but not… Show more Within role I supported the Retail Regional Manager for Mobile, Alabama responsible for managing 14 high performing banking centers, 126 employees in the Mobile and Pensacola Market. Top performing Market in the West Region in 2008, 2009 and 2010. Corporately ranked number 7 in 2008, number 5 in 2009 and number 4 in 2010 as measured by the Corporate Performance Metrics focused on the three key areas of productivity, financial growth and operations. Daily activities include but not limited to tracking and sales reporting for all banking centers, accounts payable submission and approval, expense submission, approval and management, market planning and scheduling of meetings as well as team events. Recruited, hired and coached resource team employees which accommodate schedule discrepancies and vacancies in the branch network. Implementation of sales strategies and daily management of campaigns within the market. Responsible for distributing current and pertinent information to all employees in the Market making sure every employee has all the tools necessary to complete their daily activities. Show less

Sales support management for 4 direct sales representatives as well as the General Manager of a high performing sales office. Managed customer service experience including: walk in customers, management of inventory, troubleshooting issues, billing disputes, and account changes. Fulfillment of all sales orders, general office supplies and accessories. Managed sales reporting to ensure timely and accurate incentive commission payments.Reconciliation of all sales in the… Show more Sales support management for 4 direct sales representatives as well as the General Manager of a high performing sales office. Managed customer service experience including: walk in customers, management of inventory, troubleshooting issues, billing disputes, and account changes. Fulfillment of all sales orders, general office supplies and accessories. Managed sales reporting to ensure timely and accurate incentive commission payments.Reconciliation of all sales in the Mobile Alabama and South Mississippi Markets.Coordinate quarterly meetings with the market, using power point presentation and lunches Show less

Sales support management for 8 direct sales representatives as well as the Area General Manager of high performing sales office. Managed customer service experience including: walk in customers, management of inventory, troubleshooting issues, billing disputes, and account changes. Fulfillment all orders for sales persons as well as place all supply and accessory orders. Managed accounts payable and receivable for office of 15 personnel. Managed sales reporting to ensure… Show more Sales support management for 8 direct sales representatives as well as the Area General Manager of high performing sales office. Managed customer service experience including: walk in customers, management of inventory, troubleshooting issues, billing disputes, and account changes. Fulfillment all orders for sales persons as well as place all supply and accessory orders. Managed accounts payable and receivable for office of 15 personnel. Managed sales reporting to ensure timely and accurate incentive commission payments.Reconciliation of all sales in; Excelled in selling the Nextel direct connect handheld device and cellular services. Data services and network solutions sold to businesses and target industries. Exceeded 100% goal for both voice and data services for 1 year. Telemarketing, setting appointments, introducing, and selling the Nextel product to companies as well as individuals. Developed training on the Nextel product to new customers and assistance with any customer care issues. Implemented data services training for sales representatives and associates within the local market. Show less