Consult with Clients to understand their unique hiring needs and provide best practices and tailored solutions to help them achieve their goalsProactively make outbound calls to struggling Clients and offer consultative services to foster retentionWhen no consultations are scheduled, provide frontline support for ClientsIncoming Phone SupportUnassigned and Assigned cases/ticketsMaintain constant, open lines of communication with teamWork cross-functionally when needed for client resolutions, product improvements, process improvements, and/or for the betterment of the team/orgPrimary owner of retention casesCollaborate with HX team members and the Partner Success Team to create more value for clientsBe prepared for weekly meetings with information/insights to advance team goals and personal development goalsObserve Team Metrics to self-assess performance

Primarily provide inbound phone, and occasional email support to clients; delivering proactive, engaging partnerships with our hiring software clients.Work as a team to meet and exceed Client Service Level Agreements (SLAs)Personalize client interaction by active listening, asking questions to learn the client’s goals and business needs, and offering insightful, individualized suggestions to help each client meet their goals.Collaborate with your peers and across other teams and departments to provide clients with a customized hiring solution.Support team in meeting the company’s retention goals through inbound and outbound communication as needed.Utilize confident communication skills for retention efforts.Take the time to make each client feel positive and confident about their knowledge of the CareerPlug system.

As a startup I wore many different hats from Sales to Operations to Training, growing the member base by recruiting operators to build/start their restaurant and food operations at GhostLine Kitchens.Building training modules, taking inbound and making outbound sales calls, and working with individual businesses to help them be more successful.

Manor New Tech High School Social Studies Teacher - teaching World History and Psychology I was able to delve into current events and the psyche using Project Based Learning. Helping to illuminate the cyclical nature of history, broadening my students' mental horizons, and opening their minds to the events that are unfolding around them was an absolute joy.

Ensures that Amplify uses the robust OnBase software to its fullest potential and implements process improvements across the Credit Union to help make that happen.Provides support to the OnBase Specialist and is responsible for operations related to preparing, processing, verifying, filing and distributing credit union electronic records. The role also facilitates record retention audits and maintains the credit union document retention schedule. Partners with Business Analysts to streamline the different business units’ processes within OnBase. Works with business units to expand OnBase into their processes and trains staff accordingly. Assists OnBase Specialist with initiating, designing, and implementing workflows, unity forms, and automated processes to improve efficiencies. Assists with testing of OnBase upgrades.Maintains ongoing communication with Payment & Operations Supervisor and OnBase Specialist, informing them of all pertinent issues, progress on key deliverables, and any concerns related to areas of responsibilityProcesses, validates, and preserves documents/records in compliance with the Records Retention Policy. Scans, indexes, verifies, and destroys records in compliance with the Records Retention Policy. Maintains retention schedule for entire credit union and ensures it matches the system of record. Conducts daily reviews of OnBase exceptions and unidentified items and monitors pass through/temporary documents. Responds to OnBase service requests received from other departments.

Responsibilities:•Assists the Payments and Operations Supervisor with overseeing day-to-day operations and workload of the Payments & Operations Specialist to ensure processing time-frames and member needs are met •Trains team members on Payment and Operations processes•Acts as primary point of contact for team members, providing support and training as required•Investigates and resolves member issues with little or no assistance•May be trained to support multiple payment and operations processes•Reviews and approves timecards and leave request for team members•Assists with annual audit and risk assessments related but not limited to ACH, Wires, NCUA and Debit Cards•Assists with implementation of new processes to ensure all procedures are updated and team members are trained•Maintains ongoing communication with supervisor and with fellow team leads, informing them of all pertinent issues, progress on key deliverables, and any concerns related to areas of responsibility•Makes effective independent decisions, when necessary•Makes suggestions to enhance or improve current processes•Reconciles general ledger accounts associated with processing of wire, ACH, and debit card transactions•Upholds credit union policies and procedures and champions organizational culture both internally and externally

Responsibilities:•Helped write Standard Operating Procedures which Amplify Retail employees utilize daily•Conducted classroom training•Trained new hires in branch•Performed all the responsibilities and duties of the Account Management Professional•Assisted with implementation of new processes to ensure all procedures are updated and team members are trained•Made effective independent decisions, when necessary•Made suggestions to enhance or improve current processes•Investigated and resolved member issues with little or no assistance•Upheld credit union policies and procedures and championed organizational culture both internally and externally

I truly missed training new hires, and so when this position became available again, I was lucky enough to transition back to it.Throughout my tenure at Amplify I took on a training role – beginning as a peer tutor and then transitioning to conduct classroom training for newly hired employees. This classroom training is where I rediscovered my passion for the classroom and teaching.Responsibilities:• Helped write the training manual which new Amplify retail employees utilize to learn our host system as well as our ancillary products and services.• Conducted classroom training• Trained new hires in branch• Performed all the responsibilities and duties of the Account Management Professional

"People helping people achieve financial success."• Provided 1 on 1 coaching in cross-selling products and services• Focused employees on benefits-based sales• Educated employees in the presumptive close• Created training materials to assist all employees in the processes of sales through service• Ensured that the branch was operationally sound in all of its practices• Performed duties of the Account Management Professional as necessary

Throughout my tenure at Amplify I took on a training role – beginning as a peer tutor and then transitioning to conduct classroom training for newly hired employees. This classroom training is where I rediscovered my passion for the classroom and teaching.Responsibilities:• Helped write the training manual which new Amplify retail employees utilize to learn our host system as well as our ancillary products and services.• Conducted classroom training• Trained new hires in branch• Performed all the responsibilities and duties of the Account Management Professional

Responsibilities: • Created memorable and positive experiences with every member interaction by consistently going above and beyond our members' expectations • Displayed a solutions-based attitude and the ability to provide choices and created simplicity for our members and potential members• Proactively promoted and sold appropriate credit union products and services to members and potential members• Actively engaged in follow-up contact (via phone, email, and/or hand written notes) with members in order to build and maintain strong relationships• Contacted members regularly to establish, educate, and maintain relationships in regards to: new accounts; loans; member account maintenance; multiple delivery channel options; and various other products and service• Responded to member(s) requests effectively and timely• Always demonstrated the ability to make sound decisions in ambiguous situations while minimizing the credit union's exposure to unnecessary risk• Performed a variety of services for members including, but not limited to: opening all types of accounts; performing all traditional teller duties; selling negotiable instruments; performing account inquires; completing account maintenance; processing stop payments; providing notary services; processing wire transfers; completing research, forgery, and/or dispute documentation; issuing ATM/Debit cards; closing accounts; completing loan application processes; delivering loan approvals, denials, and counter offer decisions; completing various loan packets for funding; and closing loans as needed• Performed ATM, vault, branch capture, coin machine cleaning and maintenance, and other operational duties.

Responsibilities:• Assisted members with account inquires and transactions, and researched and resolved issues with all account types as requested by members• Proactively promoted credit union products and services by capitalizing on cross-selling opportunities provided by routine daily transactions• Generated referrals and scheduled members to meet with an Account Management Professional/Mortgage Loan Officer to establish new accounts or loans• Educated members regarding multiple delivery channels (such as online banking) and promoted their use for member convenienceProvided services such as access to statements, member account number cards, wire transfers, direct deposit, check orders, ATM cards, and account closings