• Conduct weekly audits on my center for office maintenance, records and cash handling compliance.• Participated in audit of other centers with District Manager to ensure compliance of office maintenance, records management, and cash handling• Responsible for creating labor schedule and training for employees in my center.• Responsible for new and current customer accounts and cash activity averaging $8,000 daily.• Responsible for interviewing potential new employees for the company• Conducts monthly review Profit and Loss trends and actual to plan variances• Actively pursues collecting on past due accounts to minimize write-offs• Recognized numerous times for exceeding sales budget

• Developed and maintain relationships with customers through account maintenance• Advised clients on opportunities to accommodate their financial needs• Responsible for breaking down large amount of money received in the branch• Responsible for opening and closing the branch

• Assisted financial advisor with customer account ledger. • Entered financial account ledger into database.• Maintained financial spreadsheet for accountholder.