- Partnered with branch associates to exceed business and personal goals; celebrated 100% of advisors as Achiever last year; delivered optimal client experience, consistently exceeding 72% goal for client satisfaction & loyalty.
- Recruited, interviewed, hired, and coached internal and external associates; continual promotion, virtually no attrition.
Field Training Director/Senior Facilitator
- Onboarded new hires in branch and phone channels; implemented mentoring programs to promote learning and development.
- Delivered expert facilitation of new hire and upskill programs, exhibiting mastery of consultative selling, outbound calling, and product positioning.
Manager/Team Leader
- Executed on quality, productivity, utilization of client interactions and inbound workloads; engaged teams of 10-25 in various organizations.
- Built and maintained effective, long-term relationships with multiple business partners and peers.