Mary Roberts

Travel to Various Locations to coach current Branch Managers in Business Development and coaching associate expectations

Observation of current business development activities

Introduce Idea's of How to engage Business Owners

Educate on the reports that can be used to help with Business Development

Setting appointments for a Business Call, setting expectations and follow up

Joining the team on a Business call, then discussing the went wells, and what to do better next time, who takes the lead on follow up.

Coaching, using tools to help stay on task during a One on One meeting with the associate. using an agenda, scheduling the coaching on the calendar, do not allow interruptions. let the associate talk find out whats on their mind, discuss sales numbers, goals career development , training and goals. rewarding for a job well done.

Customer Service

• Guided clients through property transactions, ensuring compliance with legal requirements and industry standards.
• Developed comprehensive market analyses to assist buyers in making informed decisions on property purchases.
• Negotiated contracts and agreements, optimizing terms for clients while maintaining professional relationships with stakeholders.
• Utilized CRM systems to manage client interactions, track leads, and streamline communication processes.

Customer Service

Daily operations , cash balancing, scheduling ,sales, customer service, growing the business, business development,Community Involvement .

coaching, training, reporting , auditing , cash handling

Customer Service