Financial Relationship Consultant

Achieved branch targets and goals
Achieved required levels of outbound phone calls
Provides a consistent optimal customer experience

• Advised and counseled full and part-time undergraduate and graduate students/families on the availability of financial aid the delivery process for receiving it and the reconciliation processes required to insure that financial aid funds are transferred to student account
• Served on committees and work groups; attended professional training and workshops on an ongoing basis
• Assisted with achieving the strategic initiatives and goals for enrollment management/financial aid • Reviewed student applications performed verification procedures evaluated appeals and interceded for students with participating departments

Assess and review P&L’s
Hiring, training and and terminating employees
• Monitored and maintained budgets
• Successfully implemented new policies and procedures to improve team efficiency • Maintained staffing levels
• Managed and trained new hires
• Prepared payroll
• Managed a team of 6 employees

Supervise front and back of house operations Safe count and deposit drops
Managing full order during scheduled periods Schedule Management
Employee data entry
Handling Invoices
Build rapport with customers and staff