John Poterek Email & Phone Number

Jacksonville, Fl, Us

Jacksonville, Florida

Working to administer the delivery of services to clients as well as provide support to business development, client management, and service delivery teams. My role is to act as a link between these different units, playing an integral role in business communications. As a Sr. Support Manager, I work closely with service development teams, client support teams, and other business units to ensure services are delivered effectively and efficiently while continuing to develop and grow our teams… Show more Working to administer the delivery of services to clients as well as provide support to business development, client management, and service delivery teams. My role is to act as a link between these different units, playing an integral role in business communications. As a Sr. Support Manager, I work closely with service development teams, client support teams, and other business units to ensure services are delivered effectively and efficiently while continuing to develop and grow our teams both personally and professionally for the best overall client experienceWe oversee critical production events, targeting and managing trend analysis and metrics reporting. I work to Maintain performance metrics and survey targets for quality service delivery while Recommending changes or improvements with the department and work with other management to integrate policies. Our goal is to provide on going resolution and product support for assigned clients and perform administrative management of technical support and queue management for our teams. Show less

Jacksonville, Florida

Jacksonville, Florida

Provide high level and in depth technical support by resolving inquiries by phone, e-mail and web, in a manner and time frame consistent with department and team service levels and goals.Work collaboratively with clients, team members, implementation consultants, and resources across the company to achieve desired results.Continue internal education, training and certifications to stay ahead of an evolving financial industry landscape, learn new product releases, and increase… Show more Provide high level and in depth technical support by resolving inquiries by phone, e-mail and web, in a manner and time frame consistent with department and team service levels and goals.Work collaboratively with clients, team members, implementation consultants, and resources across the company to achieve desired results.Continue internal education, training and certifications to stay ahead of an evolving financial industry landscape, learn new product releases, and increase your value to the company and the client base. Own and address client needs and product issues from inception to resolution.Interpret and validate technical issues, test solutions, follow-up and escalate when necessary. Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use. Show less

Jacksonville, Florida

Jacksonville, Florida

Jacksonville, Florida

Jacksonville, Florida

•Responsible for fundamental guidance conversations and investment conversations with our clients•Guided clients through Portfolio Advisory Service Investor Profile Questionnaire and Recommendations when appropriate for their investment needs•Educated clients on current market conditions, trends, sectors and news to help strengthen financial knowledge and understanding of these items and how they relate to their portfolio•Assisted clients with their transfer of assets… Show more •Responsible for fundamental guidance conversations and investment conversations with our clients•Guided clients through Portfolio Advisory Service Investor Profile Questionnaire and Recommendations when appropriate for their investment needs•Educated clients on current market conditions, trends, sectors and news to help strengthen financial knowledge and understanding of these items and how they relate to their portfolio•Assisted clients with their transfer of assets and rollover request for transfers to Fidelity Investments•Scheduled branch appointments and leveraged business partners such as Account Executives and Brokerage Consultants for higher asset clients that are looking for a one on one relationship•Maintained customer support and communications using the tools offered from Fidelity and Fidelity.com•Evaluated client needs and offered appropriate solutions for maintenance, trading and portfolio management•Handle trading request for clients’ accounts including mutual funds, stocks and options•Directed clients to appropriate groups such as Private Client, Active Trader, Stock Plans Servicing, and International Trading•Series 7, Series 63, & Series 66 licensed Show less

Jacksonville, Florida

•Managed monthly commissions for financial institutions that did block trading with Deutsche Bank•Responsible for the financial upkeep of monthly trades and funds•Maintained customer support and communication through appropriate channels of business•Evaluated client needs and negotiated the best solutions to their trading inquiries•Maintained multifunction Excel spreadsheets to suit the reporting needs of the financial institution and their multi faceted business… Show more •Managed monthly commissions for financial institutions that did block trading with Deutsche Bank•Responsible for the financial upkeep of monthly trades and funds•Maintained customer support and communication through appropriate channels of business•Evaluated client needs and negotiated the best solutions to their trading inquiries•Maintained multifunction Excel spreadsheets to suit the reporting needs of the financial institution and their multi faceted business plans.•Directed appropriate trade commissions to the correct Deutsche Bank financial desks•Supervised directed trading and customer service for Deutsche Bank institutional clients Show less

Jacksonville, Florida Area

•Built monthly revenue sales from start-up to $250,000 in transportation services.•Identified niche market that delivered above-average returns in transportation and warehousing, adding more than 8% to profit margin.•Created a brokerage that developed over $100,000 in monthly sales at 20% profit margin•Developed logistic patterns to cut the cost of transportation by 5%•Responsible for the development of new clients and revenue streams.•Analyzed… Show more •Built monthly revenue sales from start-up to $250,000 in transportation services.•Identified niche market that delivered above-average returns in transportation and warehousing, adding more than 8% to profit margin.•Created a brokerage that developed over $100,000 in monthly sales at 20% profit margin•Developed logistic patterns to cut the cost of transportation by 5%•Responsible for the development of new clients and revenue streams.•Analyzed competitive product offerings in terms of features and benefits as well as price points.•Managed Tracking and Tracing of shipments for customers of ICS Logistics•Responsible for the dispatching and movement of trucks and freight for our customers•Maintained customer support and communication through appropriate channels of business•Evaluated Team Member sales performance•Created multipurpose support spreadsheets to offer our customers the best overall service and the up most information possible to determine their needs Show less

Shelby Township, Mi & Jacksonville, Fl

•Responsible for outside business and corporate sales at our store location•Developed corporate accounts for Audio and Video systems •Maintained profit margin of 15% on all A/V sales and installation•Handled a store based and outside sales budget average of $300,000 per month•Met with the dealers, national accounts, end-users, and the sales force to define new products and their potential benefits•Managed the sales floor •Greeted customers into a… Show more •Responsible for outside business and corporate sales at our store location•Developed corporate accounts for Audio and Video systems •Maintained profit margin of 15% on all A/V sales and installation•Handled a store based and outside sales budget average of $300,000 per month•Met with the dealers, national accounts, end-users, and the sales force to define new products and their potential benefits•Managed the sales floor •Greeted customers into a welcoming atmosphere•Responsible for informing employees of their proper work schedules and duties•Supervised Team Members with the goal of providing complete customer satisfaction and shopping enjoyment •Maintained weekly inventory levels for the Home Entertainment department•Evaluated Team Member sales performance•Maintained store appearance and cleanliness according to operating procedures•Created and implemented more efficient means of communication between managers and department associates with regards to store updates, sales figures, and price comparison sheets. Show less

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Activities and Societies: Brother of the Sigma Alpha Epsilon Fraternity Florida NU Chapter

Criminal Justice, Law Enforcement