Stephanie Smith Email & Phone Number

Overland Park, Kansas, United States

Client profile and investment account maintenance/service request processingSalesforce custom reporting & dashboard generation for tracking and ad-hoc information requestsOnline client portal support, profile generation/authentication, troubleshooting, and client communicationsResource development – training guides, operations manuals, process documentationWorkflow review to identify process improvements & integrationsInvestment Committee Meetings & Research ProjectsPlatform Operations including global rebalance & billing

Kansas City Metropolitan Area

-Guide and mentor scouts in earning specific merit badges through individualized instruction-Plan and conduct educational sessions, activities, and assessments related to merit badge requirements-Encourage scouts to explore and develop skills in various subject areas-Provide constructive feedback and support to scouts throughout the merit badge process-Ensure adherence to BSA merit badge standards and safety guidelines-Maintain accurate records of scouts’ progress and completion of merit badge requirements

Kansas City Metropolitan Area

-Track and record scout advancements, awards, and achievements in the BSA database-Coordinate and oversee boards of review and courts of honor-Ensure scouts and leaders are informed about advancement requirements and opportunities-Assist leadership with running reports to support advancement goals-Collaborate with leadership and committee members to promote advancement within the Troop

Kansas City Metropolitan Area

-Participate in monthly committee meetings to plan and evaluate program-Assist in organizing and executing pack events and activities-Support fundraising efforts and manage pack resources and finances-Ensure compliance with BSA policies and safety guidelines-Provide guidance and support to leadership and other volunteers

Kansas City Metropolitan Area

-Lead weekly den meetings, ensuring engaging and educational activities for Cub Scouts-Plan and coordinate den outings, field trips, and community service projects-Mentor and support Cub Scouts in achieving rank advancements and earning badges-Foster a positive and inclusive environment for scouts and parents-Collaborate with other den leaders and pack committee members for program planning

Lenexa, Kansas, United States

Daily operations case management and administration – powered by SalesforceFinancial Professional Licensing – B/D, RIA, Insurance. Multiple Systems across all 50 states Financial Professional Onboarding/Offboarding Process ManagementOFAC/Sanctions list screening and risk-based reviewPrimary CIP program administrator, including KYC oversight for both domestic and international accountsClient profile and investment account maintenance/service request processingSalesforce custom reporting & dashboard generation for tracking and ad-hoc information requestsOnline client portal support, profile generation/authentication, troubleshooting, and client communicationsResource development – training guides, operations manuals, process documentation

My photography company is omorfiPixel Photography. Omorfi means beautiful. omorfiPixel is emotional photography, from brides to babies through families and the joys of life. I try to take a candid approach to capturing human emotion. I shoot entirely on location, and love finding new backdrops for my portraits. My job is to make you and your loved ones look your most beautiful at the special moments of your life.

Wyandotte Plaza

Engage with members to provide a high sales-touch and member service experience. Assist branch manager with daily operations, audits, and supply ordering for the branch. Significant focus on building relationships in community through business development.

64Th Street Hy-Vee

Build relationships within the Hy-Vee location with staff and customers. Ensures a high focus on members’ needs and cross-selling appropriate services thru financial reviews. Open all types of accounts as well as originating and completing consumer loan applications. Maintain high knowledge and sales of ancillary loan products such as GAP insurance, Payment Assurance and Mechanical Breakdown Protection.

Kansas City, Missouri

Responsible for delivering a high level of customer service at teller line. Process cash/check transactions including deposits, withdrawals loans payments, transfers, cashier’s checks and money orders. Balance cash drawer at the end of business day. Continually build and enhance member relationships.

Capture each Baby’s first photo in the hospital and present/sell photo packages to new families.

Kansas City, Missouri Area

Edit portraits and design collages for clients. Visit client's homes to share and sell portrait packages.

Zona Rosa

Manage a small team including recruiting, coaching and scheduling. Focus on development of current staff with sales techniques and customer relationship building. Developed and updated weekly reports to show production progress. Executed quarterly reviews with all staff members. Plan and execute special events with creation of promotional materials, presale, and visual merchandising. Responsible for visual merchandising, inventory and layout of department.

Zona Rosa

Organize and restock merchandise to maintain appearance of Men's Furnishings Department. Engage with customers to provide excellent service experience and cross-selling appropriate products. Maintain high knowledge and sales of all products. Assist with visual merchandising and layout of department.