SIDNEY DINGAL

Position Roles/Responsibilities/Accountabilities

• Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors
• Managed incoming calls and responded to client information requests for Daryl Osmus and Ethan Hulme at Thrivent Financial.
• Assisted with the preparation of reports, agendas and minutes for various meetings.
• Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail
• Prepares routine correspondence, reports, and special projects
• Update the contact management system with client contact and preference information and updated office files for Thrivent clients electronically and manually
• Reviewed incoming documents for accuracy and compliance with Thrivent Financial standards.
• Reviewed documents for accuracy and compliance with Thrivent Financial standards prior to submission for approval.
• Administered projects and processed various programs and functions.
• Collaborated with other departments to ensure efficient workflow processes and processing bank info and money movement to clients from their accounts.
• Compiled data from multiple sources into organized records for efficient retrieval and tracked tasks to ensure timely completion of needs and deadlines.
• Entered data into databases accurately and efficiently to maintain accurate records of customer accounts or other business activities.
• Managed confidential files according to company policy guidelines.
• Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
• Assist Financial Advisors in preparation and follow up of client meetings
• Achieving training videos on up-to-date laws and regulations with fraud, security, personal identification and scams.

• Enhanced store and display appearance using seasonal promotions and trends to attract customers and increase revenue.
• Created engaging front-facing displays to capture customer interest and contribute to revenue growth across all departments.
• Arranged seasonal displays, including windows, tables, counters, and mannequins, effectively highlight current and new product lines.
• Updated 13,000-square-foot store with completely new fresh floor plan once a month to offer customers more visually pleasing product experiences.
• Instructed sales staff on effective merchandising techniques to enhance customer engagement. to properly coordinate clothing racks and counter displays to maximize promotional effectiveness.
• Arranged shelves, racks, display setups, mannequins, and bins according to prepared sketches and planograms each month.
• Recognized by management for providing exceptional customer service.
• Established organizational vision and developed strategies to achieve sales and customer service goals.

• Maintained high merchandising standards by building attractive displays and monitoring inventory levels.
• Managed inventory and stock levels in coordination with purchasing and receiving for the owner.
• Operated a cash register, plus opening and closing reports with counting the cash and inventorying the receipts.
• Collected customer feedback to refine operations and implement targeted adjustments.
• Initiated service consultations by asking customers open-ended questions to learn personal preferences and needs.
• Signed for incoming shipments while checking for damaged products then putting them into the system for inventory and pricing.
• Visited various markets to identify unique and one-of-a-kind products for home use. to find the best products that are unique and one of kind that can find use in anyone's household.
• Researched fixtures and furnishings to ensure alignment with project requirements and design style.
• Researching designers and products for new future upcoming designs for our customers.
• Fun exciting onsite cooking demos from our live working kitchen side which had everything to remodel or build a new home and then accessorize with decor and cooking tools on the other side of the building.

• Delivered outstanding service and support from initial interaction to final departure, while maintaining loyal clientele.
• Performed walk-throughs during service to monitor guest satisfaction and advise serving and bussing staff of specific guest needs.
• Supported management by resolving customer service and food-related issues to maintain guest satisfaction.
• Stayed abreast of server availability and table turnover to make quick decisions about seating locations.
• Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
• Designed custom private function and banquet packages for business dinners, sales presentations, club meetings, weddings and charity events.

• Established ambitious goals for employees to promote achievement and surpass business targets.
• Collaborated with staff to enhance customer satisfaction, streamline procedures, and contribute to profitability.
• Extended existing customer relationships through extensive communication and tried-and-true marketing strategy.
• Interacted with prospects and customers at various events, including trade shows, seminars and workshops.
• Coordinated floor moves, merchandising and display maintenance and monitored floor stock to keep popular items available to buyers.
• Cross-trained in every store role to maximize operational knowledge from gift wrapping to modeling clothes from the store.
• Assessed, optimized and elevated operations to target current and expected demands.
• Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
• Rectified discrepancies between accounting records and the cash drawer by researching daily transactions to pinpoint issues.