The EDGE CRM Champion plays a crucial role in ensuring the successful implementation, adoption, and ongoing utilization of the CRM system, ultimately contributing to improved customer relationships and business performance.1. Product Advocate-Serve as the primary advocate and expert for the EDGE CRM software within the branch-Promote the benefits and features of EDGE to colleagues and management2. Onboarding-Conduct Quick-Start meetings to ensure a smooth onboarding process-Provide ongoing support and guidance to users, addressing any questions or issues they may encounter3. Troubleshooting and Issue Resolution-Act as the first point of contact for users experiencing technical difficulties or challenges with EDGE4. Reporting and Analytics-Generate reports and provide insights using EDGE data to help inform decision-making-Identify trends and opportunities for improvement through data analysis5. User Feedback and Enhancement Requests-Gather feedback from users to understand their needs and challenges-Compile enhancement requests and communicate them to the development team6. Documentation and User Guides-Create and maintain user guides, FAQs, and documentation to assist users in navigating EDGE effectively-Keep documentation up-to-date with system changes and updates7. User Adoption Strategies-Develop strategies to promote user adoption and engagement with EDGE-Identify opportunities for process improvement and efficiency gains through CRM usage8. Success Stories and Best Practices-Share success stories and best practices from within the organization to inspire and educate other users-Highlight how EDGE has positively impacted customer relationships and business outcomes9. Collaboration and Knowledge Sharing-Collaborate with other EDGE champions and CRM users to share insights and best practices-Participate in bi-weekly EDGE champion meetings to stay informed about trends and innovations

1. CRM-Build and maintain strong, trust-based relationships with a diverse portfolio of clients-Conduct regular financial check-ins with clients to understand their financial goals and needs2. Financial Advisory-Provide expert financial advice and tailored solutions to clients, helping them achieve their financial objectives-Assist clients in selecting appropriate banking products, including savings accounts, certificates of deposit, loans, and investment options3. Cross-Selling and Upselling-Successfully upsell banking products and services-Promote credit cards, mortgage, and investment services to eligible clients4. Compliance and Regulations-Ensure strict adherence to all banking regulations and compliance requirements, maintaining a spotless compliance record-Complete all customer transactions and paperwork accurately and in accordance with bank policies5. Financial Analysis-Analyze client financial statements and credit reports to assess creditworthiness and make informed lending decisions-Conduct risk assessments and recommend appropriate credit solutions6. Customer Service Excellence-Provide exceptional customer service by addressing client inquiries, resolving issues promptly, and exceeding service expectations7. Sales and Performance Targets-Consistently meet or exceed monthly sales targets, contributing to the branch's overall revenue growth-Rank among the top performers within the branch for sales and customer retention8. Technology Proficiency-Demonstrate proficiency in using banking software and CRM systems to manage client accounts and track interactions-Support clients in utilizing online and mobile banking services9. Team Collaboration-Collaborate effectively with colleagues to coordinate client services and referrals, fostering a cooperative and productive work environment-Participate in team meetings and training sessions to stay updated on banking industry trends and product knowledge

-Enter daily sales and cost data into Excel spreadsheets to track progress of restaurant and compare to data points-Serve over 200 guests daily in cooperation with team to ensure order accuracy and streamlined service-Solve issues promptly with guest’s interest in mind to generate a high rate of customer return and satisfaction

-Interface with high-end clientele to market and sell products to maximize both company revenue and customer satisfaction-Utilize ‘Finer Points of Service’ to cultivate personalized guest experience-Communicate with guests to accommodate customer preferences and dietary requirements

-Entered daily sales and cost data into Excel spreadsheets to track progress of restaurant and compare to data points-Served over 200 guests daily in cooperation with team to ensure order accuracy and streamlined service-Solved issues promptly with guest’s interest in mind to generate a high rate of customer return and satisfaction

-Performed tasks while utilizing Forbes Standards to cultivate personalized guestexperience-Took and submitted orders that accommodated customer preferences and dietaryrequirements-Suggested wine pairings to enhance guest dining experiences-Supported needs of 2-person wait staff who attended to specific needs of countlesscustomers daily for fine dining restaurants with social relevancy and intentionality

-Organized bar inventory and storage procedures to keep stock within optimallevels and meet expected customer demands-Served high customer volumes during special events, nights and weekends,upwards of 300 guests-Upsold menu items to customers, driving up per sale revenues and maximizingprofits

-Managed 60 customers during shift while moving through various serviceenvironments-Maintained thorough menu knowledge to sufficiently answer questions regardingmenu item sourcing, ingredients, and cooking methods-Carried out complete opening, closing, and shift change duties to keep restaurantworking efficiently and teams ready to meet customer needs-Collected orders and relayed them to bartenders quickly and accurately

-Communicated with event organizers to determine specific responsibilities andtime frames for completion-Gathered and organized volunteer staff through communication and scheduling-Helped to facilitate 200 prospective students and parents while managing volunteerstaff of 25 in order to carry out successful event

-Implemented, assessed, and evaluated promotional events based on company'smarketing plan-Developed and expanded programs and events in operational calendar-Expanded promotional plans by researching, developing, implementing, andevaluating events according to marked sales increases

-Conducted research to find bloggers who would promote client's websites andincrease relevancy to rank top 10 on Google search results-Used keyword analytic software to determine what keywords organically resultedclient's websites and used this information to form comprehensive SEO strategy-Wrote cold sales and conducted mail merges using collected data and excelspreadsheets to raise awareness of company and gain new clients

Cashier, handling beginning and ending cash balances, taking orders, customer service, and encouraging sales

Handling cash and credit transactions, conversing and resolving a variety of customer requests, problem solving skills, time management coordination, and experience with efficiently handling a multitude of tasks at the same time.

-Managed barn and created schedules for 16 horses and 6 staff members-Created two-week horseback riding specialty camp-Developed program to track camper's progress throughout program each summerfrom year to year