Executive Administrator Customer Service

Iris Cogan

H: 818-***-**** advem1@r.postjobfree.com mailto:advem1@r.postjobfree.com

Summary

Successful ownership of four retail establishments resulting in a strong record of management experience.

A sturdy and solid background in leadership and staffing, i.e., training, motivating employees, subsequent by high volume of sales. A proven record as an accomplished product analyzer and purchaser; a strong history in promotions and marketing experience. Excellent public relations skills and extensive experience implementing company policies.

Skills include but not limited to:

Leadership, communication, time management, problem solving, event organization, Microsoft Office, Excel, Word, PowerPoint, and more.

Experience

Wells Fargo Bank

Regional Executive Administrator MMB, Sherman Oaks, CA Apr 2012 – Dec 2021

Provided high-level support to Regional Business Banking Area Managers within three regions; Entrusted with highly sensitive and confidential issues.

oDuties included expense reports, calendar/schedule maintenance, event planning for all onsite and offsite conferences, preparation of meeting agendas, meeting minutes, scheduling and reviewing interview packets, assisting with new hire processes, department preparation of annual audit (consistently achieving score of 100%), maintaining and overseeing all locations, etc.

Business Associate, Business Banking Group, Los Angeles, CA Jul 2007 – Apr 2012

Provided high level sales, marketing and operations support to business relationship managers and their business-banking area manager

Maintained hands-on customer service approach by gathering data and evaluating the performance of existing accounts, develop annual business plan to exceed top and bottom-line financial goals by over 50% of standard projections

Offered HVCs the knowledge and aided with additional products and services to enhance their business; Identified and followed through with cross-selling opportunities

Executed all operational needs, requests, and resolution of questions by maintaining the flow of communications with existing clientele, management, and team members

Additional tasks included: Monitoring all sites; Completed Daily Overdrafts; Monthly Control Online Tasks; Portfolio Transfers; worked directly with Compliance reps. regarding compliance related items; processed Treasury Management Maintenance Requests

Assistant to Regional Manager, Treasury Management Sales Division Oct 2005 – Jul 2007

Handled all-encompassing duties in a supportive role within the Treasury Management Department

Generated moderate to complex Excel spreadsheets, record keeping

Interacting with HR; New hires; Correspondences; Securing computer systems for new team members/staff; equipment purchases; maintaining monthly/weekly logs

VP/ Manager support to include daily strategic meetings, continuous verbal and written

communications; schedule all 1:1s.

Travel arrangements; coordinated staff meetings; arranging communications with department heads, executives, and clients

Support to the sales team in every aspect to ensure a smooth and productive workflow, monthly reports, and documents

The Patio Collection, Woodland Hills/Santa Monica, CA

Store

Apr 1998 – Apr 2004

Supervision of sales team: interviews, hires, and training

Instrumental in generating high annual revenues throughout my tenor

Merchandising, purchasing, display maintenance, advertising, direct sales, and indoor/ outdoor design consultation

My Personal Passions ~

Fundraising, Charity Organizations,

Volunteering

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