Rachel Stevens Email & Phone Number

Westlake, Texas, Us

Westlake, Texas, Us

• Facilitate inbound calls regarding money movement (wires, internal transfers, check writing, etc.) to ensure the client receives the money in the proper place.• Received and passed security training regarding account verification to ensure the utmost protection for clients and their accounts.• Assist with one of the most extensive account acquisitions by assisting new clients with their transitioned accounts, updating confidential information, and answering questions regarding Schwab’s policies. • Provide utmost customer support by remaining patient and upbeat to ensure every client is treated equally and every question or concern regarding their account is solved.

Westlake, Texas, Us

Indianapolis, Indiana, Us

- Manage a cohort of 20+ trainee ambassadors, coaching meetings with trainees, meeting with lead ambassadors, conducting workshops, and canvas work- Lead 50+ transitioned ambassadors and serve as a point of contact- Provide support for the day for all Campus Visits and Events programs, managing assignments, registration, check in and presentations- Assist with recertification of current campus ambassadors- Manage social media program within the Office of Undergraduate Admissions - Enter data to maintain Campus Visits and Events data pages via the use of Salesforce

Indianapolis, Indiana, Us

- Provided IUPUI campus tours to prospective students and engaged in recruitment activities.- Gained an ability to pay attention to detail - Communicated with other ambassadors, prospective students and their families that are on tour- Enhanced my teamwork abilities- Trained new hires on tour components such as speeches, question answering, tour routes, etc.

Indianapolis, Indiana, Us

- Provided perspective students with tours of IUPUI- Engaged with guests and ensure any questions they may have are answered- Worked as a team with other ambassadors when giving tours

Indianapolis, Indiana, Us

- Generated leads and built relationships through emailing and calling warm leads.- Represented OnBoard's product through the knowledge of needs and personas I'm communicating with.- Ulitized SalesForce, Salesloft, and ZoomInfo in order to cold call, email, and generate new sales opportunities. - Made 500+ cold calls and sent 300+ emails to ICP targets in under a month. - Utilized Microsoft Excel to assist SDRs in finding and creating leads. - Assisted with maintaining a positive sales department and enhanced SDR motivation through weekly/daily incentives.- Won the call blitz two weeks in a row totaling 90+ calls each time.

Indianapolis, In, Us

Bachelor'S Degree, Human Resources, Management And International Studies

High School Diploma