Melisa Roberts

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Built hundreds of long-lasting client relationships through excellent customer service and consistent follow ups.
• Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
• Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
• Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
• Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
• Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
• Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
• Enhanced team performance with comprehensive training sessions, focusing on product knowledge and sales techniques.
• Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

• Partnering with the Financial Advisor, managed the daily operations of the branch utilizing technical, problem solving and clerical skills
• Helped grow the client base and the amount of assets directly managed by the branch

Highlights include:

• Data entry using system software, ensuring accuracy of financial and personal information of clients and prospects
• Initiating and responding to contact with Home Office, clients and prospects via phone, email, and direct shipping services
• Scheduling appointments and managing the branch calendar for all team members
• Facilitating marketing campaigns and branch mailings
• Attending networking events
• Managing and overseeing all aspects of money movement from various sources per instruction from either the client or the Financial Advisor
• Coordinating and/or conducting events and training sessions for in-person and virtual audiences
• Conducting general office tasks including but not limited to ordering supplies, answering phones, paying bills, fielding questions, creating, scanning and filing documents with either wet or e-signatures, and communicating with building management and maintenance as necessary

• Oversaw all aspects of running a small business, including talent acquisition, staff training, purchasing of supplies and job materials, marketing, networking, and administrative duties including maintaining computerized customer profiles, scheduling customer appointments, accounts payable and receivable, and payroll
• Occasionally acted as support on handyman jobs and cleaning appointments as employee census dictated

• Used sales and marketing techniques to increase closing ratios, often exceeding budgeted occupancy percentages by 10-20%
• Became an expert about the property and that of major competition using leasing data and traffic trends
• Orchestrated resident functions, increasing participation and thus resident retention by 10%
• Audited all lease and renewal files for accuracy and compliance

• Sales and Servicing of appropriate products to foster new and retain existing customer relationships
• Worked in conjunction with branch partners such as Financial Advisors, Small Business Bankers and Home Lending Officers for a well-rounded customer experience
• Had the highest success rate turning cold calls into appointments in our district at 2% per week

• Managed the daily activities of over 700 children
• Created curriculum for district-wide implementation
• Helped create and implement a science-based, hands-on experience tailored to 10-year-olds to increase understanding on both conceptual and concrete levels

• Served clients as either a listing agent or a buyers' agent to represent and guide them through the stages of buying or selling
• Specialized in contracts to better serve my clients through the entire home-buying process
• Developed relationships with lenders, title companies, inspectors and members of various trades to make the buying/selling process run smoothly, enhancing the client experience and decreasing their stress