Summary
Overview
Work History
Education
Skills
Certification
COURSES
ADDITIONAL INFORMATION
Timeline
Generic

Danielle Pate

Mount Prospect,US

Summary

Experienced Supervisor with expertise in leading vision and sales teams, focusing on customer engagement and staff training. Proficient in patient care, Salesforce, and financial services, with strong analytical skills to improve service delivery. Known for creating collaborative environments that boost team performance and customer satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Vision Center Manager

Walmart
07.2024 - Current
  • Manage daily operations, enhancing workflow and boosting customer satisfaction.
  • Train staff on optical procedures, improving team performance and service quality.
  • Develop customer engagement strategies, increasing repeat visits and retention.
  • Implement scheduling system, reducing wait times and enhancing customer flow.
  • Monitor performance metrics, enabling strategic adjustments for better service.
  • Fostered a team-oriented culture by organizing regular training sessions, which improved staff performance and elevated overall service standards.

Sales & Training Manager

Sam's Club
01.2022 - 01.2024
  • Lead sales training, boosting product knowledge and customer interaction.
  • Enhanced team morale through open communication and growth opportunities.
  • Analyzed sales data, enabling strategic changes for notable revenue growth.
  • Optimized onboarding, reducing training time and increasing team efficiency.
  • Maintained sales records, ensuring performance aligns with corporate goals.
  • Developed interactive training modules, significantly increasing knowledge retention and enhancing overall sales effectiveness.

Membership/ Optical Manager

Sam's Club
01.2020 - 01.2022
  • Led optical team, improved service delivery, boosted customer satisfaction.
  • Trained staff on best practices, enhanced team collaboration, increased morale.
  • Maintained patient records, ensured compliance, supported efficient operations.
  • Mentored staff, fostered supportive environment, achieved performance improvements.
  • Maintained accurate patient records and billing information, ensuring compliance with industry standards and improving operational efficiency.
  • Orchestrated team meetings to enhance communication, fostering a culture of collaboration that resulted in noticeable gains in team productivity.

Business Customer Service Team Lead

Citi Bank
01.2018 - 01.2020
  • Lead communication, resolving issues, enhancing team accountability, improving customer satisfaction.
  • Coordinate cross-team efforts, ensuring compliance, boosting operational integrity.
  • Manage escalations, improving response times, increasing customer satisfaction.
  • Analyze metrics, drive training, reduce risk, enhance compliance.
  • Facilitate meetings, ensure effective communication, deliver solutions.

Personal Banker/Collections Team Lead

BMO Harris
08.2016 - 01.2018
  • Provided timely customer service, enhancing client satisfaction and retention.
  • Led collections team, improving recovery rates and strengthening client relations.
  • Coordinated training sessions, boosting team performance and collaboration.
  • Executed daily reconciliations, ensuring compliance and operational efficiency.
  • Utilized Lexus Nexus and Transunion for accurate client information retrieval.
  • Utilized Lexus Nexus and Transunion for effective skip tracing, improving accuracy in client location and boosting recovery efforts.

Education

Certificate - Phlebotomy, EKG and Medical Assistant

Midwestern Career College
Naperville, IL
11.2020

Skills

  • Microsoft Office (Experienced)
  • Customer Service (Expert)
  • Patient Care (Expert)
  • Supervision (Expert)
  • Laboratory Procedures (Skillful)
  • Phlebotomy (Skillful)
  • Medical Terminology (Skillful)
  • Typing (Experienced)
  • Windows (Skillful)
  • Salesforce (Skillful)
  • Data Collection
  • Accounting
  • Management (Expert)
  • Technical Support (Skillful)
  • Documentation (Expert)
  • Financial Services (Experienced)
  • Sales (Expert)
  • Negotiation
  • Optical (Expert)
  • Analysis
  • B2B
  • Team Building (Expert)
  • Customer Engagement (Expert)
  • Training Development (Expert)
  • Process Improvement
  • Conflict Resolution (Expert)

Certification

  • Certified Medical Assistant
  • Certified Phlebotomy Technician

COURSES

  • Pharmacy Technician
  • Pharmacy Technician Certification
  • 2020 - Mar 2022

ADDITIONAL INFORMATION

  • Certified Medical Assistant
  • Certified Phlebotomy Technician

Timeline

Vision Center Manager

Walmart
07.2024 - Current

Sales & Training Manager

Sam's Club
01.2022 - 01.2024

Membership/ Optical Manager

Sam's Club
01.2020 - 01.2022

Business Customer Service Team Lead

Citi Bank
01.2018 - 01.2020

Personal Banker/Collections Team Lead

BMO Harris
08.2016 - 01.2018

Certificate - Phlebotomy, EKG and Medical Assistant

Midwestern Career College

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