Kerri Ugrich Email & Phone Number

Superior, Wisconsin, United States

Duluth, Minnesota, United States

~Assists the Signature Banking team with providing an excellent customer experience by opening accounts, maintaining existing customer accounts, and updating customer information.~Provides a friendly point of contact to customers in-person, via email, and over the phone, helping them with their day-to-day banking needs.~Creates and maintains accurate records of work-in-progress to ensure the organization and efficiency of the Signature Banking team.~Coordinates communication and plans events to engage high-wealth customers, solidifying relationships and enhancing brand loyalty

Superior, Wisconsin, United States

~Provided excellent customer service through 50+ phone, email, and face to face interactions with patients, coworkers, and 3rd party providers on a daily basis~Advanced efficiency by utilizing the Microsoft Office suite to create a logo, design and update forms, and organize customer communication preferences~Protected the confidentiality of 5000+ patients while maintaining accurate chart and account records through Patterson Eaglesoft database and scheduling software~Adapted continuously to the changing needs of the business by taking on new projects and assisting office management with various delegated tasks

Forest Lake, Minnesota, United States

~Provided work direction and training for 10+ part time staff by allocating tasks and monitoring implementation consistent with the company’s mission and values~Maintained accurate records for 5,000+ customers by processing memberships, completing registrations, and identifying duplicates within the Personify database~Worked closely with the Membership Director on continual process improvement for front desk operations~Ensured financial integrity for members through accurate transactions and payment collection~Managed procedures and communicated effectively in a fast paced, continually changing work environment

Pine City, Minnesota, United States

~Led development sessions to train 30+ staff in current practices of equity and inclusion over 5 years~Facilitated and led monthly meetings with a team of 12 to analyze data and enact research-based solutions~Participated in weekly team meetings to compare and examine data and refine tasks and procedures~Developed and implemented detailed reporting system to communicate achievement levels on a quarterly basis~Oversaw student teacher candidate for 16 weeks by providing formal feedback and evaluations, collaborating on projects, and assisting with licensure requirements

Duluth, Minnesota, United States