Stacie Bernard Email & Phone Number

Respected Customer Service / Administrative Team Lead with extensive background in supervision, customerrelations, and sales developed in financial, medical, and B2B services. Successful track record of leadingproductive teams in busy, time sensitive environments with impressive results. Demonstrated ability to quicklyassess needs and provide tools to resolve challenges and improve performance while delivering strong customerservice. A creative team leader and effective communicator with the ability to make decisions, identifyopportunities, and achieve positive results through others.

 Managed daily operations of department. Held monthly meetings with office staff and providers; organizedand ran department meetings daily huddles. Handled all employee relations, time card/pto review and approval. Motivated group to produce results. Maintained provider schedules. Reported weekly and monthly results including Excel/pivot tables. Tracked phone performance of office staff and provider surveys. Served as sales software administrator (downloading data/data reporting). Orchestrated department merge with Nursing Home services in 2015. Participated on Kaizen team to develop and standardize the Nursing Home Services across WI with a planto introduce nationwide.

 Initiated contact with Medicare members to promote a Network Health Insurance program. Scheduled patient appointments. Accessed medical records to create patient charts. Answered incoming calls from members and directed them accordingly. Created team building exercises and games. Responsible for department inventory.Trained / mentored new Engagement Specialists.

 Performed all Member Service Rep duties. Handled upset members and complaints. Managed branch employees including scheduling, hiring, training, and coaching. Filled in as a teller as needed. Audit vault, tellers and branch. Balanced and filled ATM machine.Accessed up to $400,000 in cash at any given time.

 Developed a vast knowledge of products and services offered by CFCU. Assisted members with financial needs such as loans, deposits, certificates, account balancing, and feeresolution.Provided customer service to all members.

Bachelor'S Degree, Business Administration And Management, General

Working Towards Pmp, Project Management

Currently participating in Project Management courses.