BARBARA F POTTS
South Yarmouth,MA
Summary
Customer-orientated, goal driven, self motivated, top performer . 20+ years of experience in retail management including: clothing, banking, fuel, and jewelry. Consistently exceeds sales goals and business objectives. Strengths in operations, sales and service team leadership and profitability strategies. Organized and skilled at prioritizing daily tasks and following through to achieve performance and productivity goals. Recruits, trains, develops and manages team of store associates and assistant managers. Excellence in HR, payroll planning and scheduling, merchandise planning and execution.
Overview
18
18
years of professional experience
Work History
Brand Ambassador
Boars Head at MacRae Provisions
Cape Cod Area, MA
01.2024 - 08.2024
- Coordinated with internal teams to ensure all tasks related to brand ambassador duties were completed accurately.
- Organized and carried out promotional events, set up and tore down event sites and interacted with customers.
- Increased sales and brand awareness through face-to-face marketing.
- Promoted positive company image through superior customer service experiences.
- Recommended, selected and helped locate merchandise based on guest needs and desires.
- Managed promotional inventory, ensuring availability of materials for events.
Family Hospice Care
West Yarmouth
West Yarmouth, MA
01.2022 - 04.2024
- Cared of my father through his final days for the remainder of his life for 2 years
Relationship Banker/Small Business Specialist
SANTANDER BANK , N.A.
South Dennis, Ma
09.2015 - 10.2021
- Top Performer Award SW New England 2017 & 2018
- Exceed sales goals consistently
- Key member of the Covid Relief PPP 02/20-04/21 in all 3 rounds working as an Administrator of the SBA to assist thousands of small business customers during my 10 months working from home.
- Continued to work in the PPP segment with the SBA in the Loan Guarantee Dept., assisted AML Dept. with outreach with issues and processed 100's of KYC forms for the PPP loans. My timely and efficient work helped our business customers receive their PPP funds quickly.
- Sales of all business & consumer banking products: Including: small business & consumer checking, saving, money markets, all business loan products, LOC, HELOC, trusts, estates, credit cards, mobile banking features and assistance.
- Provided excellent service and attention to customers when face-to-face or through phone conversations to assess their needs properly.
- Worked with business partners by sending referrals to Mortgage, Investments, and Small Business Specialists to maximize the customer experience.
- Training all new bankers for Cape Cod District 2016-2019
INSURANCE AGENT
COMBINED INSURANCE
North Attleboro, MA
10.2014 - 09.2015
- Sold life, disability, long term care policies
- Customer service
LIFE/HEALTH AGENT
NEW YORK LIFE INSURANCE COMPANY
Hyannis, MA
01.2014 - 11.2014
- Received life/health MA Producer license Feb 2013.
- Worked with clients in areas of life, health, disability, long term care, and fixed annuities.
- Assisted clients in meeting their financial and personal goals to protect their future and their family.
- Creating client profiles included analyzing needs, making recommendations, creating illustrations and presentations and assisting with underwriting to meet the clients needs with in their parameters.
STORE MANAGER
EXXON MOBIL/ALLIANCE ENERGY
Orleans, MA
10.2006 - 01.2014
- Increased sales by $3 million in 3 years, total annual gross of $11 million. I maintained the highest profit margin for C-store and fuel sales in New England. I trained all SM & ASM for all Cape Cod locations. I was the assistant to Merchandise Specialist for New England for all pricing and merchandising issues, communicated with all stores on resolutions of pricing/merchandising issues.
- Hire, fire, train , scheduled, HR issues, payroll for all store employees.
- Maintained store standards & correct pricing on target for weights & measures audits.
- Maintain all safety and environmental records to local and state laws, including Board of Health compliance/certificate(SERVE SAFE).
Skills
- Exceptional relationship building
- Top performance sales professional
- Energetic self-starter
- Exceptional leader
- MA life & health, FINRA #63 licenses
- 25 years Retail Management experience
- Experienced Trainer
- Operational excellence & attention to detail
- Windows, Word I to III workshop, Excel I to III
- Workshop, Outlook, Sales Force, Snipe,
- Microsoft Teams, Web Ex, Skype, Zoom
- SBA, NAICS, Lexis Nexis
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Brand Ambassador
Boars Head at MacRae Provisions
01.2024 - 08.2024
Family Hospice Care
West Yarmouth
01.2022 - 04.2024
Relationship Banker/Small Business Specialist
SANTANDER BANK , N.A.
09.2015 - 10.2021
INSURANCE AGENT
COMBINED INSURANCE
10.2014 - 09.2015
LIFE/HEALTH AGENT
NEW YORK LIFE INSURANCE COMPANY
01.2014 - 11.2014
STORE MANAGER
EXXON MOBIL/ALLIANCE ENERGY
10.2006 - 01.2014
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