Josie Smith Email & Phone Number

Sandusky, Ohio, United States

Cleveland, Ohio, United States

Secured Sales: Worked both independently and as part of a team to achieve and exceed sales targets.Applied Sales Techniques: Utilized effective sales methods and negotiation techniques to close deals and drive salesperformance.Advised Clients: Provided advice and assistance to clients, addressing their needs and concerns throughout the salesprocess.Conducted Competitor Analysis: Compiled and analyzed weekly competitor reports to stay informed of market trends andadjust… Show more Secured Sales: Worked both independently and as part of a team to achieve and exceed sales targets.Applied Sales Techniques: Utilized effective sales methods and negotiation techniques to close deals and drive salesperformance.Advised Clients: Provided advice and assistance to clients, addressing their needs and concerns throughout the salesprocess.Conducted Competitor Analysis: Compiled and analyzed weekly competitor reports to stay informed of market trends andadjust strategies accordingly.Developed Management Proposals: Created and presented proposals to management, outlining strategies and approachesfor securing sales.Facilitated Team Meetings: Participated in weekly meetings with management, construction, and sales teams to share insightsand develop result-driven strategies.Maintained Sales Database: Updated and managed the sales database, ensuring accurate record-keeping and efficienttracking of sales activities. Show less

Amherst, Ohio, United States

Performed Clerical Duties: Executed various clerical and secretarial tasks, including typing correspondence and maintainingaccurate records.Managed Documentation: Processed, verified, and maintained documentation and records, ensuring thorough and organizedrecord-keeping.Handled Phone Communications: Screened phone calls, addressing inquiries and directing them to appropriate personnel asneeded.Sold Memberships: Promoted and sold memberships, providing detailed… Show more Performed Clerical Duties: Executed various clerical and secretarial tasks, including typing correspondence and maintainingaccurate records.Managed Documentation: Processed, verified, and maintained documentation and records, ensuring thorough and organizedrecord-keeping.Handled Phone Communications: Screened phone calls, addressing inquiries and directing them to appropriate personnel asneeded.Sold Memberships: Promoted and sold memberships, providing detailed information and recommendations to clients.Provided Account Management: Managed client accounts, offering advice and assistance in selecting the most suitablemembership options.Took Reservations and Issued Passes: Managed reservations and issued daily passes, ensuring efficient customer serviceand operations.Maintained Files and Reports: Kept files, records, and reports up-to-date, supporting smooth administrative and operationalfunctions. Show less

Brooklyn, Ohio, United States

Issued Home Equity Payoffs: Processed home equity payoffs under detailed instructions, ensuring accuracy and compliancewith procedures.Mar 2021 Aug 2022Coordinated with Clients and Departments: Communicated with clients and internal departments to obtain necessaryinformation for processing payoffs.Reviewed Documentation: Examined and verified documentation to ensure proper issuance of payoffs to clients.Managed Credit Balances: Reviewed and cleared credit balances on… Show more Issued Home Equity Payoffs: Processed home equity payoffs under detailed instructions, ensuring accuracy and compliancewith procedures.Mar 2021 Aug 2022Coordinated with Clients and Departments: Communicated with clients and internal departments to obtain necessaryinformation for processing payoffs.Reviewed Documentation: Examined and verified documentation to ensure proper issuance of payoffs to clients.Managed Credit Balances: Reviewed and cleared credit balances on accounts, maintaining accurate financial records.Handled Remote Duties: Managed a broad range of responsibilities while working remotely, demonstrating flexibility and selfdiscipline.Supported Additional Projects: Contributed to various projects as needed, providing support and expertise across differenttas Show less

Hebron, Kentucky, United States

Sales and Referrals: Consistently achieved or exceeded sales referral targets, initiated conversations to uncover customerneeds, and effectively cross-sold bank products and services.Continuous Learning: Stayed updated on bank policies, products, and services through self-motivation, formal education, andtraining opportunities.Leadership and Monitoring: Oversaw CSR operations, delegated tasks, and acted as an office resource for CSR inquiries,reporting significant issues to… Show more Sales and Referrals: Consistently achieved or exceeded sales referral targets, initiated conversations to uncover customerneeds, and effectively cross-sold bank products and services.Continuous Learning: Stayed updated on bank policies, products, and services through self-motivation, formal education, andtraining opportunities.Leadership and Monitoring: Oversaw CSR operations, delegated tasks, and acted as an office resource for CSR inquiries,reporting significant issues to the Branch Manager.Training and Development: Trained and mentored new and existing CSRs, identified potential trainers, and acted as aresource for CSR activity and problem resolution.Error Resolution and Balancing: Maintained accurate balancing records, identified and corrected errors, and soughtassistance for complex issues.Bank Operations and Transactions: Performed key banking operations, including cash withdrawals, check approvals, nightdeposits, and dual key processes, ensuring smooth office operations.Risk Management: Managed and reported risks effectively by adhering to bank policies, exchanging ideas, and ensuringactions aligned with the bank’s risk appetite. Show less

Hebron, Kentucky, United States

Adhered to Ethical Standards: Followed the Bancorp Code of Business Conduct and Ethics, consistently demonstratingethical behavior in all interactions.Maintained Confidentiality: Upheld strict confidentiality of customer information, maintaining a high level of trust andresponsibility.Kept Current with Policies: Stayed updated on bank policies and financial center procedures, ensuring compliance with anychanges and new regulations.Resolved Customer Issues: Handled… Show more Adhered to Ethical Standards: Followed the Bancorp Code of Business Conduct and Ethics, consistently demonstratingethical behavior in all interactions.Maintained Confidentiality: Upheld strict confidentiality of customer information, maintaining a high level of trust andresponsibility.Kept Current with Policies: Stayed updated on bank policies and financial center procedures, ensuring compliance with anychanges and new regulations.Resolved Customer Issues: Handled consumer and business customer problems with professionalism, escalating complexissues to the Lead Customer Service Representative or leadership as needed.Applied Sound Judgment: Made informed decisions based on established guidelines and procedures, demonstrating soundjudgment in all aspects of the role.Identified Customer Needs: During customer interactions and outreach, assessed customer needs and referred them tobankers and business partners for consultative conversations. Show less

Independence Kentucky

Scheduled Team Shifts: Developed and managed team schedules, ensuring adequate coverage and efficient operation.Oversaw Labor Relations: Ensured compliance with minor labor laws and addressed related issues for the teamUtilized POS System: Proficiently operated the company’s Point of Service (POS) system for order processing andtransactions.Addressed Customer Complaints: Resolved customer complaints professionally and escalated issues to management asnecessary

Human Resource Management, Human Resources Management And Services

Education record