Provide significant assistance to the Upward Bound Director in the management of all budgetary and fiscal issues. Duties include but are not limited to monitor, track, and reconcile budget items; maintenance of all program financial records; maintenance of all budget information; analysis of data and information to provide reports for internal and external purposes; assist with recommendations for processing the program’s budget; regular meetings to provide accurate and timely budget and financial status reports and information to the Director.Develop and revise office procedures to better manage the workflow, the collection and exchange of data and information, and the organization of electronic and paper files. Provide assistance to the Director and other program staff to maintain compliance with applicable laws, rules, policies and procedures.Process bulk mailings and monitor all program correspondence to ensure the timely response of the program to both internal and external entities. Supervise Office Assistant and student employees. Assist the Director in researching and gathering statistics for Federal and State Grants and Program’s Annual Performance Reports. Assist Director and program staff in preparing and filing grants. Develop, format, and create spreadsheets and other computing tools used in compiling data for reporting program activities.

● Assisted in harvesting crops by hand, and utilizing small hand tools.● Performed manual labor, assisted building tables in order to dry herbs and hand weed.● Tended to animals, provided food and water.● Increased knowledge of and assisted farm staff with tinctures.

Processing requests that come to the team through various channels including email, facsimile and mail. Typical requests include subscriptions, redemptions, transfers, and account maintenance. Respond to and manage client and investor inquiries, gaining a deeper understanding of the financial services industry and the day to day operationsMonitor and reconcile client bank account activityPrepare redemption wire payments and monthly share registersRespond to audit inquiries

Responsible for client relationships, including attracting and retaining new clients and strengthening current relationshipsActivities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking productsProvides support to help clients coordinate solutions, manage accounts, obtain advice and administer servicesEnsures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and productsMakes presentations to potential clients and contributes to the achievement of sales targetsPut the customer at the center of everything you do, deepen relationships and make connections during every interactionEngage customers through proactive, outbound calling for both service and relationship deepening opportunitiesAssess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the futureBe the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need

● Assisted on the family farm, cleaning after the cows, donkeys, and other livestock.● Fed livestock daily, and ensured animals were hydrated.● Assisted in gardening, by using small hand tools to make holes for seeds and watered them daily.● Increased knowledge of milking the cows and learning how to set them up in a milking parlor.