Bo Smith, Qka® Email and Phone Number

Build strong relationships with clients and advisers.Respond to plan sponsors and advisers questions related to all aspects of their retirement plan.Proactively request information and alert clients to plan operational and compliance matters.Utilize strong communication and service skills to meet or exceed the needs of clients.Serve as the primary contact for retirement plan sponsors and advisers.Prioritize, research and resolve client issues related to technology, plan operation, compliance and other matters.Interact with other plan service providers to coordinate a high quality client experience.

Responsible for bottom line growth of Branch quarter on quarter / year on year. Manage and control P&L / expense activities.Led and monitored collection activities to reduce loses. Build an annual Branch business plan that leverages on key product lines and relationship deepening opportunities. Increase branch efforts in key areas of lending for growth in mortgage and personal lending. Maintain acceptable operating standards with particular attention paid to quality of work, cost efficiencies, compliance with institutional policies and procedures, and local regulations.To ensure compliance with respect to daily review of lending applications, monthly/quarterly compliance requirements, and regulatory requirements on all related activities. Demonstrate strong leadership skills by building effective working relationships within and outside of peer group, and within the community that contribute to the financial performance of the Branch. Recognize that the team delivers the results by focusing on hiring, developing, training and coaching a high performing team in accordance with established capacity planning. Monitor quality and timeliness of service delivery to ensure client satisfaction and maximize sales. Plan and implement service strategies and capacity requirements to achieve service standards and goals. Actively champion all Citi initiatives within the Branch and the local community. Develop and encourage individual involvement in the community.

Insurance and financial product sales and service.

Sales of accommodations and meeting facilities.

Service Director- Create an effective service team environment for staff of 75 employees.- Direct the traffic flow of customers through check-out lanes- Manage efficient break and lunch schedules for service Partners- Approves and reviews financial transactions - Prepare work schedules for department- Provides work direction and training to other departmental personnel- Directly supervises 4 to 6 manager staff in the department- Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws- Responsibilities include training employees; directing work; addressing complaints and resolving problems- Compliance with departmental SOPS and store operating procedures- Assist with inventory control; loads, unloads, and moves product- Merchandises products effectively- Provide excellent customer service- Answers customer questions regarding products and assists them with selections- Uses suggestive selling techniques to meet customer needs and build department sales- Direct staff to clean and sanitize sales floor, display cases, prep areas and equipment- Performs duties of Representative and Specialist frequently