Working closely with new and existing small business clients and personal clients to understand their needs and provide recommendations to assist in meeting their financial goals.Key Accomplishments: • Consistently demonstrating strong Business Acumen by listening, understanding, and anticipating client needs in order to support and direct them toward meeting their company goals.• Successful completion of Citizens Bank extensive training and Customer Care program to ensure compliance and consistency with all policies, procedures and regulations. • A proven track record of success by steadily ranking in the top 20% of all bankers in the Central Pennsylvania Region

Efficiently track and enter client information into Quickbooks and Excel Spreadsheets to ensure accurate and up to date records for all accounting, payroll and client reporting Key Accomplishments: • Maintaining accurate bookkeeping records and tax reporting for over 100 small to medium sized business along with administering weekly, bi-weekly and monthly payroll, direct deposits and tax reporting for over 500 companies.• Paying close attention to detail in all data entry to certify that all client math errors and discrepancies are found and relayed back to the client for accurate record keeping• Utilizing excel spreadsheets and Quickbook reports to communicate information and cross check data to guarantee accuracy of all inputting and reporting

Direct daily operations related to sales prospecting, follow-up, closing, and service delivery, performing in-depth account management to meet and exceed client needs. Spearhead territory management, prospective client analysis and business evaluation in order to identify areas of opportunity and to actively increase sales. Consistently utilize consultative selling skills.Key Accomplishments: • Earned recognition for consultative sales and operational excellence as “Top Performer” and “Top New Hire” in September 2016 and October 2016, respectively. • Implement best-in-class strategies to exceed sales plan by 142% during first month, achieving #1 in Salesforce for profit and revenue growth.• Cultivate strategic B2B relationships through the implementation of superior customer service and a consultative sales strategy, actively increasing client retention and satisfaction.• Compile detailed sales proposals into informed sales reports, submitting to executive staff for decision-making.

Optimized sales performance through effective personnel management, task delegation, and leadership of 50+ sales personnel, actively poising teams to meet and exceed strategic goals. Managed the conceptualization, development, and implementation of best-in-class sales strategies, marketing campaigns, and events that successfully generated large-scale increases in sales, business referrals, and client retention.Key Accomplishments: • Achieved “Sales Director” title after 7 months of successful sales, consistently ranking in top 2% of the salesforce. • Received multiple sales and customer service awards due to productivity and excellence, including “Top Recruiter in National Area” (2012), “STAR Consultant Status” (for 21 quarters), and consistently ranked top 10 of National Area.• Implemented highly effective consultative sales strategies to exceed sales quote by 140% to a max of 400%.• Fostered long-term relationships with key clients to potentiate repeat business, continuously identifying the evolving needs of clients and recommending sales solutions to mitigate those needs.

Led diverse administrative functions to coordinate, prioritize, and delegate assignments to qualified personnel, actively optimizing operational efficacy through effective personnel management. Continuously ensure alignment with overarching policies, while overhauling internal control systems to optimize Excel and QuickBooks-based accounting functions. Key Accomplishments: • Championed accountability for all insurance, accounting, and tax operations, managing all aspects of Accounts Payable & Receivable, payroll administration, as well as property and income tax analysis and preparation.• Implemented effective cash flow monitoring, compiling all financial analytics into detailed reports.• Oversaw budgeting practices and performance analysis to ensure all operations align with approved budgets.• Spearheaded analytics to ensure sustainability and to identify areas for financial growth and business expansion.

Executed in-depth client education to market existing B2B product line, while administering cash flow management consultations to mitigate and resolve business needs.Key Accomplishments: • Created targeted prospecting and networking strategies that actively increased lead generation, improving overall client base and client retention.• Compiled in-depth sales and product information into individualized and targeted presentations, leading meetings with business executives, owners, and C-level management.• Established meaningful relationships and connections with existing and potential clients, actively monitoring client satisfaction during and following the provision of company services.