• Onboarding of new SMA client accounts within BlackRock’s retail channels.• Accurate & timely responses to all requests coming into the SMA New Accounts Onboarding team from internal partners & external clients.• In partnership with our sales and relationship teams, ensure that the onboarding team exceeds client expectations by clarifying business requirements to launch a new portfolio or effect a desired change.• Building strong relationships across the organization by listening carefully to our internal stakeholders (Sales and portfolio Managers) and working hard to deliver for the firm.• Manage time between day-to-day responsibilities and project involvement.• Liaise with senior management in weekly/monthly meetings.• Understand and interpret the differences in the various BlackRock products.• Identify opportunities for process improvements and risk mitigation

• Develop business intelligence reports to assist management in tracking pipeline and sales results via Salesforce and Power BI.• Perform Financial analysis and report via Power BI and Excel to help interpret results, draw logical conclusions, and provide recommendations.• Create pricing quotes for Account Executives on a broad range of company products. • I conduct Go-Live Maintenance and CPQ for Wins and Corrillian Consumer Online Banking Platforms. • I handle maintenance with Client 360 and LTR System platforms for clients. • Presentation of results to Management.• Produce various ad hoc and ongoing reports ranging from sales pipeline to product reports.• Develop Process Templates to support ongoing work efforts.• Maintain Data Integrity with work systems as the business grows.• Collaborate and brainstorm to develop new ways to streamline and simplify processes.• Ensure high-quality results in all work products. • Manage accounts within Digital Payments Solutions. • Send out and manage Docu-Sign documents between clients and the legal team. • Handles maintenance for Beavercreek Marketing for the Digital Payment Solutions Department.

- Responsible for supporting multiple Private Bankers with BankSight (CRM System): management, maintenance, pipeline reporting and report generation.- Preparation of Pitch Books for the Private Bankers. - Researching various industries and analyzing: historical background, company values, strategic priorities, future considerations and preparing peer analysis as well.- Preparation of: term sheets, materials for market research and “Request for Proposals” - Orchestrate client on-boarding by preparing documentation for the opening of: wealth relationships, deposit accounts and other bank products and services.- Contacting clients pre-loan closings and/or attending loan closings for the purposes of opening depository accounts required as a condition of the loan approval. - Provide excellent client service (“The PGB Experience) to clients including: assistance with relationship management, coordinating client service and product delivery among various PGB Lines-of-Business and general problem solving.- Identify and refer cross-sale opportunities and coordinate client follow-up with the appropriate area i.e.: Wealth, Loan, Retail and Consumer Loan Departments.- Prepare the delivery of information and communication with: clients, prospects, referral sources and internal partners.- Assist in the training of onboarding Client Service Officers.- Special projects and other related duties as assigned

• Manages account services and acts as a liaison between company and clients for sales and customer service.• Knowledgeable in selling windows, doors, siding & roofing products. • Prioritized daily workflows including all inbound calls as well as preparing quotes and ensuring an efficient sale with customers. • Responsible for inputting & overseeing pricing of customer accounts. • Supervises customers’ experience from start to finish; educated customers on the best option of products to fit their needs, ensured customer was quickly and properly billed, and completed orders by processing inventory or made on-site deliveries to various locations.• Maintaining positive and professional relationships with customers to foster strong clientele & representing company’s core values.• Demonstration of products to customers to increase sales for the branch. • Responsible for contacting product suppliers and other branches of inbound & outbound shipment for customers & maintaining professional relationships. • Collaborating with outside sales representatives, account executives & branch manager as an essential sales team to increase sales & revenue for our territory• Daily use of sales force systems of SAP, CenterPoint, REEB 2g & Clearwin. Highlighted Accomplishments: • Change for 6 months to understand the products which allows me to up-sale to customers. • Qualified and established leads for my outside sales representatives.• Quote and call customers to continue to funnel the customer pipeline.

• Manages account services and acts as a liaison between company and clients for sales and customer service.• Remains in frequent contact with the clients to understand their needs and educates clients on product usage.• Ensures resource availability and allocation for all project/order completion including delivery management.• Maintains changes to the store layout scope, promotion schedule and tracks display costs using appropriate verification.• Nurtures existing customer relationships and responds to complaints/resolves issues to improve customer satisfaction.• Handles restocking of all new shipment orders from suppliers and worked with supply chain team for improved operations.• Oversees opening/closing store with responsibility of cash drawers.• Develops and maintains good working relationships with team members across the organization and external contacts.• Starts credit charge accounts for general contractors and operates Lead Generation sales ordering system.• Analyzes inventory to dispose of any damaged material and followed through to other departments to make certain that necessary adjustments were made.• Reviews budget/forecast objectives and makes adjustment to projects based on financial analysis.Highlighted Accomplishments • Created over 40 accounts within my first 6 months. Increasing sales up 30% for the store • Training new oncoming sales associates, drivers, interns & manager trainees on product knowledge & company policy. • With training, help promoted interns to sales associates & sales associates to sales supervisors at 2 different locations. • Persuade one of our top sales customers to a better quality product for a big project which increased sales up 15% in quarter 3 of 2018 • Delivered paint products for a top sales customer outside our sales zone to complete a sale. • Fixed color on mistinted paints which resulted in less product waste.