Nancy Isaac Email & Phone Number

Chicago, Il, Us

United States

To assist the Senior Director and management team of Member and Donor Services in an effort to expand and support the Annual Fund and general membership base.• Acts as liaison between various departments and Senior Director• Create and develop presentations for Senior Director• Coordinate meetings and maintain Senior Director’s active calendar• Keep records and pay invoices online or over the phone • Maintain an archive filing system for all mailings and inserts• Coordinate a yearly “thank you” winter event of over 500 members • Serve as a liaison for President Circle events; answering phone calls, resolving any issues, taking reservations payments, and assist events as needed• Compose and prepare membership material on a yearly basis composed of 52,000+ members• Estimated numbers for upcoming bids in order to minimize costs and meet the specific budget• Work at home specialist

United States

Serve as an Operations Assistant specializing in processing Membership renewals as well as other services the Garden has to offer. • Prepared and batched payments• Took payments over the phone. Up-selling membership levels• Opened and sorted incoming mail • Solved unresolved funds• Proficient in Raisers Edge and Patrons Edge• Work on special projects from our database team• Answered questions and resolved problems as needed from our general level donors by phone• Assist as need for Garden events• Maintain membership database, including entering new, renewed, expired, and gift memberships

Deerfield, Il

Served as Personal Banking Representative specializing in specialized client account managementInterfaced with customers to identify their needs, field questions, and facilitate any banking needs. Provided banking information, completed monetary transactions, and resolved issues as needed. • Met and exceeded sales goals by cross selling banking products and services to both new and existing customers.• Performed managerial duties as the back up to the General Branch manager.• Provided training to associate tellers on the total product offering of the bank to ensure proper referral for the Customer’s needs.• Managed and resolved customer and client issues both in branch, as well as via telephone support.• Managed the opening and closing of the branch office.• Performed teller transactions and balance cash drawer, as well as posted GL differences.• Balances and ordered currency for the branch office vault.• Coached and mentored junior tellers on both internal and industry best practices.• Participated in after hour marketing events for Devon Bank.