• Answer all incoming calls and provide excellent client service for two financial advisors • Maintain and fill calendars for two financial advisors• Maintain client files to ensure accuracy and detail• Created and implement the Marketing Plan for two financial advisors• Oversee the maintenance of the client data system• Oversee the execution of all client events, gifts, campaigns, charitable donations and overall Client Experience• Update all online presence for two financial advisors daily

• Maintained and managed Target Cafe and Starbucks areas during hours of operation and assisted with the opening and closing of store• Oversaw and coordinated the general merchandising, ordering, guest service and training for multiple areas • Maintained organization of product and filing system for Food Service Department• Oversaw the overall operations of multiple departments throughout my years of service to ensure the highest level of customer service and store operations• Continually drove sales by coaching, motivating, and developing team members• Responsible for hiring, training, providing on the job support, counseling and coaching to team members• Interacted with guests and team members to continually assess the level of customer service

Provided excellent customer service and maintained strong professional relationshipsPresented and explained bank products and services to clients and assisted in meeting their financial needsResolved client requests and questions promptly, courteously, and professionallyProcessed new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requestedMaintained privacy of customer account information and filesAssisted Loan Officers throughout the loan process

Provided excellent customer service to all customersMaintained organization of all mail for students and facultyOther projects as assigned