Natalie Kranz Email & Phone Number

Kansas City, MO

• Create system efficiency and institute streamlined processes for sales to focus on driving acquisition and retention within Commerce Brokerage Services, Inc.
• Strategize and plan brokerage initiatives to create efficiency and, if needed, regulatory compliance o Initiate timelines and project manage milestones related to the department
• Translate client needs between business and IT by facilitating changes, upgrades, and enhancements o Documents business requirements and convert them into functional requirements to be used by development o Create.
• Lead quality assurance testing of new processes and technologies o Create test plan documentation o Facilitate user acceptance testing
• Provide data analytics and reporting to management and employees o Give weekly updates with key insights to executive leadership
• Serve as internal/3rd party system administrator, and Salesforce administrator by creating objects, page layouts, build reports, update client records, and add rules

Leawood, KS

• Provide support to Financial Advisors & their investment clients.
• Open new accounts including IRAs, investments, annuities, and insurance. Place trades for clients & serve as point of contact for service & support issues
• Work with IRA customers for contributions & distributions, timely processing of RMDs, and reports to ensure tracking of age & distributions are done in the year required
• Perform administrative duties such as filing, answering phones, booking & preparing appointments
• Maintain various reports for the advisor and branches to track sales, referrals, & revenue.

• Reach out to clients and offer financial advice, services, or products.
• Open new accounts, including but not limited to CD’s, IRA’s, loan products, checking, and savings accounts. Assist tellers with their needs, including audits, referral contests, and customer issues
• Assisted the branch manager with promotions to encourage sales and goals by other FSR’s and tellers. Promote teamwork with contests and rewards. When needed, coached other team members to help in reaching branch goals

• Manage all facets of events that took place at Adams Pointe Conference Center
• Coordinated all social events such as church retreats, anniversaries, corporate holiday parties, class reunions, with a specific focus on wedding receptions
• In charge of all aspects of the sales process, from replying to requests for proposals, touring prospective clients, preparing contracts, compiling details & menus, as well as the execution of the event on the day of
• Build “print” & “online” campaigns for conference center marketing with two major bridal registries.