Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
1
1
year of professional experience
Work History
BUSINESS DEVELOPMENT, FOUNDATION COACH
Cruise Planners
04.2023 - Current
Conduct 45 Minute Zoom meetings to coach respective new franchise owners (advisors) on setting up their franchise, and tools and strategies while focusing on engagement, revenue growth and opportunities
Provide ongoing webinar series aimed at training advisors on proprietary tools and programs available to help build their business
Ongoing assessment of assigned Region by analyzing existing dashboards, various reports, and sales numbers
Participate in several Training Conferences per year, focused on training for new Franchise Owners
Work with BDMs and Respective Cruise Lines in conducting Ship Inspections with our new Franchise Owners.
BUSINESS FINANCING SPECIALIST
American Express
Member of the Pilot Team to execute American Express Business Loans, primarily via inbound calls
Pivoted to administering First Round PPP Applications, Processing of Business Loan pends, and various aspects of PPP Forgiveness Applications
One of three Employees to implement and incorporate the PPP Forgiveness Application Process with first round PPP Clients
Provided continued client assistance with the PPP Forgiveness process
Pay Over Time Outreach Initiative.
FINANCIAL CONSULTANT
PNC Bank
Drive proactive sales conversations through internal and outbound interactions with a defined sales process
Manage risk through adherence to all policies and procedures, demonstrating sound judgment with established limits.
BUSINESS CONSULTANT, AVP
Bank of America Merchant Services/First Data
Work remotely with 11 to 25 Banking Centers and their Business Clients, offering merchant solutions including Clover processing hardware
100% of Activation Goal in May of 2016.
MERCHANT SERVICES
BB&T Bank/BB&T
Work with 20 to 23 Bank Branches, Commercial Banking, and Corporate Banking to educate and coach for Merchant Services opportunities and referrals
Analyze the current processing situation to see if client can improve client credit card processing
Formulate price quotes to new businesses and businesses looking to switch to BB&T Merchant Services
Negotiate with prospects on the advantages of processing with BB&T Merchant Services
Referred other Bank products and services to Bank Partners
Make recommendations regarding systems and equipment to address needs and reduce costs
Ranked #18 overall out of 83 MSCs in the company for 2013.
Education
BACHELOR OF BUSINESS ADMINISTRATION - BUSINESS
Hofstra University
Skills
Strong Client Management and Retention Skills
Outstanding Communication and Interpersonal Skills
Experienced with Outlook, Word, Excel, and Powerpoint
Teamwork and Collaboration
Problem-Solving
Multitasking
Timeline
BUSINESS DEVELOPMENT, FOUNDATION COACH
Cruise Planners
04.2023 - Current
BUSINESS FINANCING SPECIALIST
American Express
FINANCIAL CONSULTANT
PNC Bank
BUSINESS CONSULTANT, AVP
Bank of America Merchant Services/First Data
MERCHANT SERVICES
BB&T Bank/BB&T
BACHELOR OF BUSINESS ADMINISTRATION - BUSINESS
Hofstra University
Similar Profiles
Hannah SauerHannah Sauer
Travel Advisor at Cruise PlannersTravel Advisor at Cruise Planners