Branch Coordinator Resume Samples

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K Stamm

Kristy

Stamm

112 Hintz Forge

San Francisco

+1 (555) 950 2249

112 Hintz Forge

San Francisco

Phone

p +1 (555) 950 2249

Experience Experience

Phoenix, AZ

Branch Coordinator

Phoenix, AZ

Bahringer, Cormier and Reichert

Phoenix, AZ

Branch Coordinator

Ensure that any additional work to contract is identified and customer notified of extra work involved and approval obtained
Keep Manager informed of levels of overtime and absences from work
Checking packing slips, matching to PO and filing
Create purchase requisition sent to the centralized purchasing team for ordering of material and lifts
Create and maintain installation project folders which include all booking packet info, scope, purchasing information, subcontractor information, etc
Review Install Backlog daily for any new direct work orders
Prepare the necessary paperwork for sub-contract authorisation

Boston, MA

Branch Coordinator, Montreal

Boston, MA

Keeling, Osinski and Carroll

Boston, MA

Branch Coordinator, Montreal

Work with Install Manager to coordinate labor resources, schedule with the customer, and place on the internal schedule board
Perform other duties as assigned by manager to support the office operations and sales growth
Upon install completion and Project Manager/Install Manager review, submit close-out package to Order Entry for closure and billing
Submit applications to acquire permits, UL Certifications, and Certificates of Insurance (COI’s) upon request from the Install Manager or Project Manager
Perform post-delivery work order confirmation and data entry
Works with many referral sources within the hospital arranging discharge of patients, including RNs, social workers, etc
Work closely with the Manager in order to ensure budgeted margins are achieved

present

Boston, MA

Branch Coordinator, Vancouver

Boston, MA

Rowe Group

present

Boston, MA

Branch Coordinator, Vancouver

present

Perform various tasks as assigned by management
Provides administrative support to all members of the branch team when requiried
Recieves customer inquiries and responds to customer issues in a timely and professional manner
Generates Purchase Orders and follows up on Goods Receipt
Inputs data entry information ( payroll, new contracts, sales orders, material etc) into the SAP system
Work with the Install Manager or Project Manager to ensure jobs are completed as forecasted (timely)
Work with the Install Manager or Project Manager to keep the expected completion date as accurate as possible (driving financial forecasting)

Education Education

Associate’s Degree in Business Administration

University of California, Santa Barbara

Associate’s Degree in Business Administration

Skills Skills

Excellent follow up skills and good attention to detail
Able to deal with problems quickly, multi-task, and prioritize work
Strong organizational / time management skills and be detail oriented
Enthusiasm, passion for working with people, good work ethic, and an internal drive to execute on goals and deliverables
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Knowledge of basic office management practices and equipment
Ability to use office machines and perform basic mathematical functions
Ability to successfully complete all core training as outlined by BB&T University for Branch Coordinator
Adaptable to set and prioritize work with varying exceptions
Ability to work with a wide variety of people with different personalities and backgrounds

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National Branch Coordinator Resume Examples & Samples

Ensure a high level of client service by
Responding to client requests and inquiries in a timely, responsive manner
Remaining up to date with all policies, procedures and regulatory rules as they relate to client accounts
Proactively contacting clients to schedule advisor appointments
Researching client contact information in the event that the National Branch has not been informed by client of address or phone number changes
Ensure effective client administration by
Following up with clients on missing documentation required
Maintain activity logs including, but not limited to call logs, meeting logs, mail logs, etc
Coordinate client mailings related to changes in advisor or requests for client contact
Resolving issues expeditiously and accurately, escalating issues to Advisor or Manager when appropriate
Issuing instructions for client withdrawals, deposits, and transfers according to client or Advisor instructions
Ensuring all client interaction is accurately documented
Understanding the required documentation for all client account types
Supporting the growth of the branch by
Identifying opportunities to close unprofitable accounts and facilitating the closure
Identifying opportunities to gather additional assets and/or increase revenue within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…)
Retaining key clients by effectively communicating the National Branch value proposition
Providing recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts
Contribute to the effective functioning of the branch team by
Maintaining a high level of customer service
Actively participating and contributing to touch bases and team meetings
Actively sharing knowledge and experience to enhance the development of all team members
Pleasant telephone manner and an ability to keep client conversations on track
Working knowledge of mutual funds
Working knowledge of investment and retirement planning sufficient to meet the needs of clients and to compete for the business within the current market
Ability to meet deadlines, and targets
Understanding of industry and firm compliance regulations
Experience as an administrative associate or sales assistant an asset
Experience with Dataphile is an asset

Branch Coordinator Resume Examples & Samples

Answers and directs phone calls, organizes and schedules meetings and appointments
Assists or maintains various reports as requested
Produces and distributes letters, faxes, forms and emails
Prepares and modifies documents, files / retrieves materials, and handles requests for information
Maintains office by ordering supplies, managing filing, and providing support to visitors
Books travels and completes expense reports as requested
May attend sales department meetings and training sessions
Provides general office support to the sales manager, sales department and others as needed
Other duties as assigned or requested
3+ years of related experience with increasing levels of responsibility preferred
Strong organizational / time management skills and be detail oriented
Able to read, analyze and interpret verbal and written requests and directions
Competent in Microsoft software applications (i.e., Word, Excel and Outlook)
Knowledge of basic office management practices and equipment

Branch Coordinator Resume Examples & Samples

Provide professional client service, which includes, but is not limited to: performing accurate transactions, welcoming the client, smiling, using the client’s name during the transaction, and thanking each client for his or her business
Oversee day-to-day transactions of at least three associates in a high-quality manner so as to provide superior client service with minimal service problems through proper management of the scheduling tool
Ensure staff is supportive of sales and servicing efforts demonstrating and coaching to the right behaviors as an instrumental part of quality client service
Also responsible for the following areas
Responsible for attending applicable training classes and completing computer-based training
High School diploma, or equivalent education and related training
Five years of experience as a Senior Teller or equivalent
Ability to follow written instructions and accurately complete written reports
Ability to use office machines and perform basic mathematical functions
Ability to deliver lead and provide team support
Capability to lift a minimum of 30 lbs
Ability to successfully complete all core training as outlined by BB&T University for Branch Coordinator
Ability to speak fluent English
May be required to work weekends and/or extended hours and regular, reliable attendance is critical
Specialized client service training with proven results
Ability to oversee diverse personalities

Branch Coordinator Resume Examples & Samples

Coordinates of all of the branch activities, ranging from the organization of the office, managing the data necessary for the branch, maintaining proper documentation of services, and also aiding in any set up of any equipment for pick ups and walk-in clients
Works with many referral sources within the hospital arranging discharge of patients, including RNs, social workers, etc
General office duties such as: phone, data entry, insurance verification, CMN processing, copying, ordering supplies
Data management
Provides documentation of services
Provide home medical equipment per policy and procedure

Branch Coordinator, Regina & Saskatoon Resume Examples & Samples

Ability to work well in a computerized environment – use of SAP and Excel
At least two years of office administration experience
Basic computer skills are necessary with knowledge of Microsoft Office products
Interpersonal skills necessary to interact effectively with customers and other KONE personnel
Accurate typing skills of 50+ words per minute
A defined contribution pension plan

Administrative Branch Coordinator San Leandro Resume Examples & Samples

Responsible for understanding and executing the Permit and Inspection process for the branch
Administration of new hire paperwork and benefits for Branch Associates and expedites new installer packages
Experience with Permits and Inspection requirements
Some knowledge and experience in the home improvement industry
Computer proficiency in Microsoft Office products
Flexible work schedule
Computer skills with proficiency in Microsoft Office

Branch Coordinator, Edmonton Resume Examples & Samples

Performs reception and dispatching duties when required
Ability to collection outstanding amounts
Opportunity to grow and develop your career in a Global company

Branch Coordinator, Vancouver Resume Examples & Samples

Recieves customer inquiries and responds to customer issues in a timely and professional manner
Provides administrative support to all members of the branch team when requiried
Post Secondary education from accredited college or university with an emphasis in Accounting. Equivalent experience may be substituted for degree
Excellent communication skills – written and oral
A positive and team based work environment

Hde Branch Coordinator Fort Lauderdale Resume Examples & Samples

60% Support Senior Director of Operations by making domestic/international travel arrangements for Sr. Director and other members of organization, scheduling/coordinating meetings & conferences, control calendars, collect/compile/analyze data and prepare reports, research, other special projects assigned by Sr. Director
15% Partner with Customer Care to ensure customers are contacted and the field is responsive; discuss/implement plans for resolution of complex Customer Care issues (review notes/prior history, recommend resolution after conferring with field leadership; escalate issue when necessary to sr leadership); build/distribute reporting
15% Partner with Risk Management on GL claims review; review claims with field leadership to determine company's position on desired resolution and makes recommendations based on previous outcomes; update LMS on claim outcomes; train field on claim filing process; coordinate/develop file claim filing process/procedures
5% Manage intake of lawsuits/subpoenas; partner with Legal department to ensure necessary information is obtained and response is afforded; process/review Settlement and Release Agreements as requested by the field
5% On-point for state licensing board complaints; respond to agencies on behalf of company; ensure proper managing of complaint; escalate where necessary

Branch Coordinator, Kelowna Resume Examples & Samples

Inputs data entry information ( payroll, new contracts, sales orders, material etc) into the SAP system
Generates Purchase Orders and follows up on Goods Receipt
Perform various tasks as assigned by management
Converse in methods of effective and persuasive speaking, voice and diction, phonics, discussion, and debate
A comprehensive group health and dental plan

Branch Coordinator, Montreal Resume Examples & Samples

Responsible for the accounts receivable for the branch including following up on all outstanding amounts, coolections and generation of reports
Good knowledge of generally accepted accounting principles
Working knowledge of and proficiency in SAP or ability to learn detailed computer software program
A competitive salary
A performance based incentive plan that could add up to 15% of your salary

Branch Coordinator Resume Examples & Samples

Meets company minimum standard of Background Check
Education or experience equivalent to a high school diploma is required
At least two years related experience in an office environment is preferred
Strong customer relations/problem solving
Strong phone skills
Ability to communicate effectively in person, on the phone and electronically
Microsoft Office programs
Basic printing/faxing/scanning
English (reading, writing, verbal)
Knowledge of DOT/FDA Regulations
Bilingual (reading, writing, verbal)
Previous interaction with the general public in a service management industry
The employee may be required to inspect and safely operate a motor vehicle during the day and night and in a wide range of weather and traffic conditions
The noise level in the work environment is varies based on the locations or activities proximate to which can range from low to high
There is moderate exposure to dust, fume, mists and odors
Temperature ranges from normal indoor climate-controlled environment in buildings or vehicles and various outdoor conditions and temperature extremes encountered throughout the year in a variety of US states
General lighting is generally provided via florescent lighting indoors, and natural lighting outdoors, and low light conditions consistent with outdoor and/or night working environment
During off site travel events the employee may be exposed to higher noise levels requiring the use of hearing protection, with moderate potential exposure to moderate dust, chemicals, fumes and odors, as well as cryogenic and cleaning agents
During off site travel events the employee may be required to ride in company delivery vehicles and accompany employees on deliveries and enter into patient homes
May be required to receive vaccinations and participate in medical assessments and testing consistent with the work environment or patients exposed to
Will be required to wear various personal protective equipment consistent with the hazards encountered in this role
Will be required to use hand tools for assembly and repair, material handling equipment, cutting, carrying devices, cleanup kits or equipment
May be required to work with cryogenic fluids requiring special precautions and PPE

Branch Coordinator Resume Examples & Samples

Work with Sales team on completing documentation requirements on behalf of patients
Provide reception services as first point of contact including telephone reception and in-person
Perform a number of processing duties for the Branch as necessary including, but not limited to working with intakes, reviewing ACIS screens to assist customers; and confirming delivery appointments
Perform post-delivery work order confirmation and data entry
May assist with coordination of patient Positive Airway Pressure (PAP) classes including assembly of paperwork instructions and other non-licensed activities as defined by policy
May conduct downloads of recording devices such as apnea monitors, oximeters, CPAP devices, and other respiratory equipment as directed
May perform functional tests on certain respiratory equipment as required by branch
Handle requests for audit/documentation purposes
Support overnight oximetry program
Collect credit card/billing information as needed
Assist with patient scheduling
Carry out scanning, filing, and faxing records on a routine basis
Aid with warehouse/patient equipment preparation
In addition to set up or return of equipment, may instruct patients, complete paperwork, explain insurance and out-of-pocket expenses, handle payments, retrieve equipment from warehouse, and reconcile daily receivables and submit to the lock box
May perform outbound customer satisfaction calls to patients and referrals
Order inventory or office supplies
If participating in coordination, delivery, function testing or downloads of respiratory equipment, all applicable competency testing must be completed prior to conducting those activities

Branch Coordinator Resume Examples & Samples

Review Install Backlog daily for any new direct work orders
Create and maintain installation project folders which include all booking packet info, scope, purchasing information, subcontractor information, etc
Upon booking, make initial contact with the customer to confirm scope, site readiness, contact information, authorized signatories, and establish a customer promise date
Review installation project booking information for completeness and compile all necessary documents from the quoting tool
Create purchase requisitions and send to the centralized purchasing team for ordering of material and lifts
Perform warehouse material handling at the local branch including receiving shipments, validating to packing slips, and staging equipment for each project
Perform goods receipts in internal systems for all physically received material and applying costs to the affiliated installation job
Submit applications to acquire permits, UL Certifications, and Certificates of Insurance (COI’s) upon request from the Install Manager or Project Manager
Communicate any material issues (i.e., extended lead times, back-orders, etc) with Sales and Branch Install team as needed if project timeline is affected
Work with Install Manager to coordinate labor resources, schedule with the customer, and place on the internal schedule board
If job is subcontracted, collaborate with Install Manager or Project Manager to obtain subcontractor forms, create purchase requisition, and perform goods receipt upon job completion
Maintain regular communication, project documentation, and scheduling with the customer regarding project status updates, delivery commitments, material tracking, etc. as directed by the Install Manager
Maintain current job status in internal system as project advances through project lifecycle, updating internal system with job notes as needed
Work with the Install Manager or Project Manager to ensure jobs are completed as forecasted (timely)
Upon install completion and Project Manager/Install Manager review, submit close-out package to Order Entry for closure and billing
Create material and lift purchase requisitions for Service Tickets
Physically receive and stage all shipped service material. Update internal system for service dispatching
Manage service van inventory and create purchase requisitions when stock needs replenished
Answer all incoming calls and route to appropriate department
Support sales staff with fulfillment of new and existing orders
Provide data necessary for quotes, schedules, and/or orders as needed
Act as a back-up for sales staff with technical assistance via telephone to customers as necessary (during meetings, training, trade shows, vacations, and others occasions). Report messages to sales staff promptly
Represent the company to customers. May maintain direct and continuing relationship with certain customers
When needed, work closely with ProtectionNet personnel to ensure customers have effective monitoring action plans and contracts lists
Perform other duties as assigned by manager to support the office operations and sales growth
Proven customer service and problem solving skills
Ability to work in a deadline driven environment
Ability to handle multiple priorities and manage time in a deadline-driven environment
Strong organization skills, with a keen attention to detail

Branch Coordinator Resume Examples & Samples

Update internal system with job notes and customer promise date changes as directed by the customer
Work with the Install Manager or Project Manager to keep the expected completion date as accurate as possible (driving financial forecasting)
Physically receive and stage all shipped service material. Update internal system for service dispatching

Branch Coordinator Resume Examples & Samples

Organizes the work to ensure utilization of employees and compliance with contract requirements, quality standards, safety requirements and budgetary guidelines
Preform shipping/receiving/and sorting of equipment for projects
Makes decisions independently as required to address and resolve problems and to plan and coordinate work
Coordinate schedules for installers
Contact customers, schedule & confirm installation appointments
Follow up with installations & ensure customer’s satisfaction
Coordinate meetings and schedule site visits
Effectively and accurately communicate relevant project information to the customers and project team
Ensure customer needs are met in a timely and cost effective manner
Prepare certificates of completion and ensure all required project close out documents are obtained
Provide post-sales support
Order & coordinate replacement parts & pieces
Validates customer requested ship and delivery dates with install team members
Work closely with Sales partners and suppliers to ensure an order placement plan is in place to maintain a proper timeline for successful project execution

Branch Coordinator Resume Examples & Samples

Answer the telephone and help or direct callers as appropriate and according to VWS guidelines
Greet walk-in guests immediately with a formal introduction and warm reception
Maintain the appearance of the front reception area
Ensure WOTC compliance
Maintain proper Workers Comp Claims and Disability files and assist employees as necessary
Assist on all UI claims
Timely maintenance of administrative tasks
Maintain branch calendar to organize and schedule orientations and interviews
Maintain email inbox and respond in a timely manner
Participate and collaborate in location meetings and events, including team requisition meetings
Order Office Supplies
Assist with Corporate compliance processes
Ensure timely data entry and maintain data integrity of candidate and field employee information as needed/requested
Maintain file management per VWS guidelines
Build positive working relationships with internal team members and business partners
Fixed asset coordination including tagging, inventory as well as processing retirement and disposal of assets with manager approval

Branch Coordinator Resume Examples & Samples

Bachelor’s degree or 3 to 5 years related work experience
Background in Customer Service preferred
Experience developing strategy and strategic plans
Staffing industry experience preferred

Branch Coordinator Seattle Resume Examples & Samples

Managing inventory and storage for the branch including office supplies, sales and marketing materials and equipment orders
Responsible for managing the relationship with facility and equipment providers
Flexible to work a schedule to include nights, holidays, and weekends in needed
Initiative to complete tasks with little or no direction, self-motivated

Branch Coordinator Resume Examples & Samples

Post secondary education equivalent to one year of Business Management or equivalent
Greater than three years related working experience
Working knowledge of positioning equipment, welding applications and equipment an asset
Forklift training Certificate
Must have strong interpersonal and management skills
Ability to diagnose mechanical or electrical failures, and “set up” or assembly of specific packages required by the customer
Ability to effectively build relationships with customers and co-workers
Sales experience in either an industrial equipment rental or a welding equipment sales or rental environment (ideally construction, fabrication, and/or manufacturing sectors) an asset
Requires high-quality presentation and negotiating skills
Ability to work with a wide variety of people with different personalities and backgrounds
Computer skills to produce effective spreadsheets, reports, documents and presentations, as required. Knowledge of MS Office applications
Adaptable to set and prioritize work with varying exceptions
Communicates with clarity, verbally in one on one or group situations, and over the telephone
Communicates well in writing by composing clear documents

Mortgage Branch Coordinator Resume Examples & Samples

Must be able to build relationships with business partners quickly, and then leverage those relationships to achieve key performance objectives
Must be able to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner
Must be able to manage multiple competing priorities at the same time and make sound business judgments about shifting those priorities
Must be very detail-oriented and have a passion for data accuracy and integrity
Must be very proficient at Excel, specifically having experience with: Multiple linked sheets, managing large quantities of data, medium-complexity formulas, filtering and sorting data, pivot tables, professional report outputs, and routine troubleshooting and problem solving
Minimum High School Diploma

Branch Coordinator Resume Examples & Samples

Work closely with the Manager in order to ensure budgeted margins are achieved
Be responsible for obtaining of materials for department requirements and advising the supervisor on invoicing as appropriate
Ensure the maximum utilisation of skill, ability and time in undertaking allotted work within the department
Ensure that any additional work to contract is identified and customer notified of extra work involved and approval obtained
Ensure that all department paperwork systems are correctly used and controlled
Ensure material purchases/requisitions and liaison with the stores are maintained
Ensure all materials and parts are available when allocating work and controlling of materials for major jobs
Prepare the necessary paperwork for sub-contract authorisation
Control and maintain an adequate level of plant and equipment within the department
Ensure that the company’s vehicles are operated effectively maintained and kept in good repair
Keep Manager informed of levels of overtime and absences from work
Carry out other duties as defined by immediate supervisor that are considered within the capabilities of the jobholder

Branch Coordinator Resume Examples & Samples

At least five years related experience is required
Must meet job-related requirements to comply with D.O.T., F.D.A. and JCAHO regulations
Must possess a commercial driver's license with hazardous materials endorsement
Regularly required to use hands to write, use computer, operate a motor vehicle, use a hand held device, telephone and use a document imaging system and manipulate documents
Regularly required to read documents and write neatly, legibility and transcribe accurate information and numbers/values
Employee continually engages in activities that require talking and hearing
This position requires frequent variations including sitting, walking, standing, kneeling, reaching or stooping
The employee must possess and maintain a valid driver's license, specific to vehicle operated in the conduct of this job
Specific vision abilities required to perform this job safely include close vision, distant vision, night (low to limited light) vision and the ability to adjust focus to work on a computer and read documents
Strength Aspects
The employee is required to inspect and safely operate a motor vehicle during the day and night and in a wide range of weather and traffic conditions
Will be requires to use hand tools for assembly and repair, material handling equipment, cutting, carrying devices, cleanup kits or equipment

Branch Coordinator Resume Examples & Samples

Answering phones, directing calls, taking detailed messages
Creating Tasks
Keeping the internal schedule
Sorting and distributing mail
Scanning invoices to NEDOCS for payment
Contacting customers and scheduling inspections
Invoicing, Filing
Couriering work orders on Wednesday and Friday
Providing back up for invoices when requested

Branch Coordinator / Executive Resume Examples & Samples

Candidate must possess at least a Primary/Secondary School/SPM/”O” Level, Higher Secondary/STPM/”A” Level/Pre-U, Diploma, any field
At least 1 year of working experience I the related field is required for this position
Team player, good working attitude and proactive

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