Assist with organizing and maintaining the records of Company’s Clients and Prospectsin SalesForce and other software used by the Company (database administration)• Perform work directly related to public relations and marketing• Assist in the organization, preparation and review of Client and Prospect information• Assist with managing Client relationships; Facilitate communication between the Client(s) and internal team members• Perform research, interpret or make deductions from varying facts and circumstances• Prepare professional, complete, concise and accurate reports• Provide administrative support to the Provider Planning team• Exercise discretion and independent judgment with respect to significant matters related to the goals of Provider Planning• Comply in all respects with Company policies and procedures • Develop a strong understanding of our products and services• Understand the dental industry and how our services support dentists through all aspects of their entrepreneurial life cycle• Help achieve objectives through planning, goals, and performance• Maintain positive relationships with team members• Participate in company meetings• Track, analyze and report key quantitative measurements to leadership• Other services as may be reasonably requested

Maintaining the Business:- Capture detailed notes during scheduled client meetings, ensuring that notes are concise and relatable- Reaching out to clients to assist in processes related to meetings outcomes and relaying information back to management- Assisting clients in ensuring proper completion of important documentation- Creating visually esthetic and currently relatable newsletter that are sent out to clients monthly- Creating engaging and efficient business platforms to capture client data similarly to Salesforce- Creating client agreements and various employee agreements applicable to laws in the state of Georgia- Conducting research and implementation of HIPAA policies within the company- Managing email domain admin settings to ensure proper establishment and work flow- Creating various work flow processes to enhance the business/client meeting efficiency Growing the Business:- Creation of various social media accounts to grow client base- Establishing referral processes to grow client base

Member of the Regional President’s Council, Greater North Georgia Region. Collaborated with other members of the council on enhancing team member and customer experience. Projects included the introduction of the region’s Recognition and Digital Captain Roles & focused on increasing Team Member experience by creating a Summer Fitness Challenge throughout the region.Member of the Community Bank Branch Experience Advocacy Group for Service Managers. Projects included the customization of My Dashboard for Tellers and Service Managers, enhancing the procedure for Night Depository and Register form, enhancing the user experience of the Branch Portal and Teamworks platforms.Service Manager Mentor: Supported a novice Service Manager with her personal development action items around team member experience, BCR readiness, and confidence in completing reports and control online tasks properly. Acted as her go-to for guidance and engaged in monthly in-person branch visits.Managed seven tellers of the highest transaction volume and largest affluent store in the market.Provided daily high impact and on-the-spot coaching to direct reports around sales and customer experience and responsible for evaluating performance and completing quarterly and annual performance reviewsResponsible for all compliance and branch audit readiness for the branch.Resolve highest of level customer service complaints with tact and empathy.Being the expert at the bank in policies and procedures as well as in federal regulations that pertain to banking.Recruit, hire, and retain quality employees that are best fit the customer and branch needs. Currently hold 5+ years of 100% retention rate.

Build long term relationships with my customers, visit local businesses in the area, conduct educational seminars and being active in the community.Identify and deepen the understanding of my customer's financial needs by getting to know my customer's financial priorities. Provide suggestions to help overcome their financial obstacles and help them succeed financially by being knowledgable in Wells Fargo products.Maintain relationships with my partners within Wells Fargo and always being up to date with their services that can benefit my customers.

Provide prompt and quality customer service and identify needs to help customers succeed financially by being knowledgable with Wells Fargo's products and services.Referring customers to partners within the bank for more complex products and services.Build long term relationships with customers and really understanding their financial priorities and uncovering their financial needs.

Being the face of Wells Fargo Bank by being professional, approachable and providing great customer service.Maintaining and balancing my cash drawer and being knowledgable with the teller systems to accurately process customer transactions.Recommend products and service that can help customers succeed financially and introducing them to experts within the bank.

Support military soldiers and their families by providing referral services and resources before, during, and after deployment. Acts as the intermediary between the Unit command and the family members while their loved ones are deployed.