Rose Whitney

Experience

• 

  Washington Trust Bank

  Aug 2013 - Dec 2014

  Financial Concierge

  • Guided clients in financial planning, enhancing investments returns and satisfaction.• Delivered top- notch customer service, strengthening client relationships.• Handled daily transactions and loan, ensuring smooth banking operations • Advised on financial products, boosting client portfolio diversification.• Open and managed accounts, optimizing client financial management.• Analyzed client financial profiles to recommend tailored investment strategies, enhance portfolio performance and client satisfaction.• Streamlined loan application processes, reducing approval times and increasing client acquisition rates for various loan types. Show less

• 

  Norco, Inc.

  Sept 2017 - Jun 2019

  Rehabilitation Coordinator

  • Ensured HIPAA compliance in documenting patient interactions, enhancing data security.• Evaluated care plans, achieving improved patient outcomes through strategic interventions. • Assessed clinical documentation to optimize health data management and care plan accuracy.• Scheduled staff appointments efficiently, maximizing resource availability for evaluations. • Managed insurance documentation, facilitating seamless patient-doctor communication.• Coordinated staff schedules and resources allocation for home evaluations and equipment delivery, optimizing workflow and improving patient care accessibility Show less

• 

  D&L Foundry

  Jun 2019 - now

  Senior Account Manager / Sales

  • Managed accounts, boosting sales through strategic customer relationships• Collaborated with engineers to innovate and oversee product development projects• Analyzed data to identify growth opportunities, enhancing product placement • Trained and guided new hires, ensuring seamless integration into roles• Generated detailed reports and managed logistics for efficient ordering processing• Pioneered new product development strategies, collaborating with engineers to launch a cutting-edge solution that addressed evolving customer needs. • Drove sales growth by identifying untapped market opportunities, leveraging data analysis to optimize product placement and exceed performance targets. • Streamlines order management processes utilizing advanced data entry systems to maintain accurate records and generate comprehensive sales reports.• Spearheaded customer acquisition initiatives, developing and nurturing relationships that led to substantial account growth and increased market share. Show less