Duties of the sales clerk in the Sales office
•Download as PPTX, PDF•
0 likes•894 views
The duties of a sales clerk include: preparing sales documents such as orders, invoices, and reports; filing sales records for easy retrieval; maintaining customer lists; taking orders from and securing new customers; processing payments; handling clerical duties like phone calls; merchandising products through displays; and maintaining good relationships with customers.
Report
Share
Report
Share
Recommended
Duties of the customer service clerk in a Sales office
This document outlines the key responsibilities of a customer service representative, which include dealing with customer enquiries, identifying and solving customer issues, providing product and service information to customers, tracking customer orders, keeping customers updated on order status, and informing customers about promotions. The document also lists four references on office administration.
Functions of staff involved in Sales department
The sales office is responsible for keeping accurate sales records, monitoring stock levels, liaising with other departments, and following up with customers. Key functions include maintaining customer records, price lists, sales receipts, stock levels, and communicating with accounts, purchasing, production, and HR. Regular customer follow up is also important to build loyalty and ensure customer needs are met.
Terminology and abbreviations used in purchasing documents
The document defines common terminology and abbreviations used in purchasing documents. Some key ones include:
- FOB (Free on Board) - the seller pays for transportation to the specified location.
- C&F (Cost and Freight) - the price includes the cost of goods and transportation charges.
- CIF (Cost, Insurance, Freight) - the price includes the cost of goods, insurance, and transportation charges to the destination port.
- Cash discounts encourage prompt payment, such as 2% off within 20 days.
Procedures for purchasing goods and acquiring services
The document discusses factors that influence purchasing procedures and the typical procedures for purchasing goods. It outlines four main factors that influence procedures: urgency, cost, incentives, and availability. It then describes the typical purchasing procedures, including obtaining information from catalogues and price lists, requesting tenders or quotations from suppliers, placing orders with suppliers, and seeking information about shipment and delivery. The procedures help the Procurement and Inventory Management office purchase goods needed to carry out daily business activities in a standardized way.
Duties and attributes of a purchasing clerk/assistant
The document discusses the duties and attributes of a purchasing clerk. It identifies key duties such as preparing and processing purchase requisitions, receiving deliveries, filing purchasing records, and maintaining stock and supplier records. Important attributes of a purchasing clerk are described as being detail oriented, having initiative, honesty, integrity, and attention to detail. Maintaining an organized filing system for purchasing records is important for record keeping and future reference.
Operations, Despatch and Transport Services
A clerk in an operations office is responsible for preparing shift rosters and hourly rosters to manage staffing, and daily production reports to track performance. The clerk completes forms related to jobs, costs, planning and employee time tracking. A despatch clerk prepares documents for shipping goods and manages delivery by verifying loads, allocating vehicles, and monitoring shipments. A transport clerk prepares records for shipping and maintains delivery notes and schedules for vehicle maintenance.
Operations, Despatch and Transport Services
The operations office coordinates several key production functions:
1. It coordinates production activities to ensure machinery, people, and materials are organized efficiently.
2. It protects workers and the environment by providing safe equipment, training, and adhering to relevant laws and regulations.
3. It maintains factory records related to inspection reports, efficiency, and maintenance to monitor quality control.
Duties of the marketing clerk in the sales office
The document outlines the main duties of a marketing clerk which include:
- Assisting in preparing advertising material such as drafting ads and ensuring accuracy.
- Assisting with promotional activities like organizing events and attending trade shows.
- Maintaining and updating mailing lists and customer records.
- Assisting in preparing press releases to announce new products or services.
Recommended
Duties of the customer service clerk in a Sales office
This document outlines the key responsibilities of a customer service representative, which include dealing with customer enquiries, identifying and solving customer issues, providing product and service information to customers, tracking customer orders, keeping customers updated on order status, and informing customers about promotions. The document also lists four references on office administration.
Functions of staff involved in Sales department
The sales office is responsible for keeping accurate sales records, monitoring stock levels, liaising with other departments, and following up with customers. Key functions include maintaining customer records, price lists, sales receipts, stock levels, and communicating with accounts, purchasing, production, and HR. Regular customer follow up is also important to build loyalty and ensure customer needs are met.
Terminology and abbreviations used in purchasing documents
The document defines common terminology and abbreviations used in purchasing documents. Some key ones include:
- FOB (Free on Board) - the seller pays for transportation to the specified location.
- C&F (Cost and Freight) - the price includes the cost of goods and transportation charges.
- CIF (Cost, Insurance, Freight) - the price includes the cost of goods, insurance, and transportation charges to the destination port.
- Cash discounts encourage prompt payment, such as 2% off within 20 days.
Procedures for purchasing goods and acquiring services
The document discusses factors that influence purchasing procedures and the typical procedures for purchasing goods. It outlines four main factors that influence procedures: urgency, cost, incentives, and availability. It then describes the typical purchasing procedures, including obtaining information from catalogues and price lists, requesting tenders or quotations from suppliers, placing orders with suppliers, and seeking information about shipment and delivery. The procedures help the Procurement and Inventory Management office purchase goods needed to carry out daily business activities in a standardized way.
Duties and attributes of a purchasing clerk/assistant
The document discusses the duties and attributes of a purchasing clerk. It identifies key duties such as preparing and processing purchase requisitions, receiving deliveries, filing purchasing records, and maintaining stock and supplier records. Important attributes of a purchasing clerk are described as being detail oriented, having initiative, honesty, integrity, and attention to detail. Maintaining an organized filing system for purchasing records is important for record keeping and future reference.
Operations, Despatch and Transport Services
A clerk in an operations office is responsible for preparing shift rosters and hourly rosters to manage staffing, and daily production reports to track performance. The clerk completes forms related to jobs, costs, planning and employee time tracking. A despatch clerk prepares documents for shipping goods and manages delivery by verifying loads, allocating vehicles, and monitoring shipments. A transport clerk prepares records for shipping and maintains delivery notes and schedules for vehicle maintenance.
Operations, Despatch and Transport Services
The operations office coordinates several key production functions:
1. It coordinates production activities to ensure machinery, people, and materials are organized efficiently.
2. It protects workers and the environment by providing safe equipment, training, and adhering to relevant laws and regulations.
3. It maintains factory records related to inspection reports, efficiency, and maintenance to monitor quality control.
Duties of the marketing clerk in the sales office
The document outlines the main duties of a marketing clerk which include:
- Assisting in preparing advertising material such as drafting ads and ensuring accuracy.
- Assisting with promotional activities like organizing events and attending trade shows.
- Maintaining and updating mailing lists and customer records.
- Assisting in preparing press releases to announce new products or services.
Functions of the procurement and inventory management office
This document discusses procurement and inventory management. It defines procurement as obtaining goods and services from external suppliers to support business operations. The procurement process can be centralized, with one department handling all purchases, or decentralized, with each department managing its own. Key procurement staff include the chief buyer or procurement officer. Their duties include determining what to buy, how much, when, and from whom. The procurement department must liaise with other departments to understand their needs. It is also responsible for managing inventory by tracking stock levels and ensuring adequate supply. Maintaining accurate inventory records helps avoid stockouts and reduces obsolete stock.
Functions of the procurement and inventory management office
Procurement involves obtaining goods and services from external suppliers to support business operations. In small organizations, procurement is often centralized under the owner or a designated employee. In medium and large organizations, procurement can be centralized, with one department handling all purchases, or decentralized, with each department managing its own. Key procurement staff include the head of the procurement office, such as the chief buyer or purchasing director, and purchasing clerks who assist. The procurement office's main functions are determining what to purchase, liaising with other departments about needs, and managing inventory. Effective inventory management is important for ensuring adequate stock levels and reducing costs.
Operations, Despatch and Transport Services
A clerk in the operations office is responsible for preparing shift rosters and hourly rosters to assign workers to shifts and jobs. They also prepare daily production reports and documents used in production like job cards and time cards. The clerk in the despatch office completes forms for dispatching goods like packing notes and verifies the correct goods are sent. They also work with carriers and track shipments. For the transport office, the clerk prepares records for transporting goods, delivery notes, and liaises with customers regarding deliveries.
Operations, Despatch and Transport Services
The document discusses various paper documents used in operations, despatch, and transport offices. It begins with an introduction stating that most office documents are prepared using pre-printed forms for ease of completion and reading. It then provides an overview of 13 common documents including delivery schedules, destination sheets, delivery notes, bills of lading, customs forms, insurance certificates, airway bills, manifests, export licenses, import licenses, advice notes, certificates of freight, and freight notes. For each document, it lists the purpose and key information contained.
Accounts and Financial services
This document provides an overview of simple documents used in accounts offices, including time cards, payslips, currency memorandums, debit and credit notes, statements of account, and checks. Time cards track employee hours and are used to calculate pay rates which may include regular time, time and a half, double time, and triple time for overtime or weekends/holidays. Payslips show gross pay and deductions to calculate net pay. Currency memorandums and change sheets are used to determine cash requirements for paying employees. Debit and credit notes are used to increase or decrease customer invoices for errors or returns. Statements of account summarize monthly transactions between suppliers and customers. Checks provide written payment instructions from a customer to
Operations, Despatch and Transport Services
The document outlines the key functions of despatch and transport offices. The despatch office is responsible for packing, labeling, and completing paperwork for goods before sending them to the transport office. It also maintains courier records and collaborates with sales. The transport office then collects documents from despatch, prepares delivery notes, liaises with customers, and schedules vehicle maintenance to ensure timely delivery of goods to their destinations by the most suitable means. Both offices must adhere to statutory requirements for transporting various types of goods.
Duties of the marketing clerk
The document outlines the main duties of a marketing clerk which include:
- Assisting in preparing advertising material such as drafting ads and ensuring accuracy.
- Assisting with promotional activities like organizing events and attending trade shows.
- Maintaining and updating mailing lists and customer records.
- Assisting in preparing press releases to announce new products or services.
Operations, Despatch and Transport Services
The operations office coordinates several key functions related to production including coordinating production activities, protecting workers and the environment, maintaining factory records, quality control, tracking costs of finished goods, and liaising with other departments. The operations office is responsible for ensuring machinery, materials, and workers are organized efficiently to produce and transport goods on schedule. Key roles include checking material stock levels, ensuring safety compliance, accurately filing inspection reports, identifying faulty products, calculating production costs, and collaborating with other teams.
Resources used in the Accounts Office
Hardware resources commonly used in accounts offices include calculators, adding machines, computers, printers, and photocopiers. Software resources include accounting software packages like Quickbooks and Peachtree, as well as spreadsheet programs like Microsoft Excel. These resources allow accounts offices to perform essential functions more efficiently, such as calculating amounts, printing records and documents, storing and retrieving financial information, and producing copies of accounting documents. The equipment acquired depends on factors specific to the individual business such as size, available capital, and the types of activities carried out.
Functions of the procurement and inventory management office
This document discusses procurement and inventory management. It defines procurement as obtaining goods and services from external suppliers to support business operations. The procurement process can be centralized, with one department handling all purchases, or decentralized, with each department managing its own. Key procurement staff include the chief buyer or procurement officer. Their duties include determining what to buy, how much, when, and from whom. The procurement department must liaise with other departments to understand their needs. It is also responsible for managing inventory levels and records to ensure adequate stock and minimize waste. Maintaining accurate inventory helps track market trends and support production.
Maintaining stock records - manual and electronic
This document discusses maintaining stock records and inventory management. It outlines various methods for manually and electronically recording stock levels, including stock requisition forms, stock record/bin cards, and inventory management software. Common stock valuation methods like FIFO, LIFO, and average costing are also explained. Computerized inventory systems using barcodes and RFID are described as beneficial ways to track stock levels, identify slow-moving items, and prevent stockouts.
INTRODUCTION TO LOGISTICS
The document provides an introduction to logistics, including:
1. Logistics involves transporting goods from one point to another through various modes like air, rail, road, and water transportation. Warehousing is also a key part of logistics.
2. A logistician manages the entire life cycle of a product from acquisition to delivery. They develop supplier relationships and identify ways to improve efficiency.
3. Important qualities for logisticians include communication, critical thinking, customer service, and problem solving skills to handle issues like delivery problems.
Importance of inventory management
Inventory management is important for businesses to control costs and meet customer demand. It involves setting minimum, maximum, and reorder stock levels to prevent overstocking or understocking. Maintaining proper stock levels allows a business to monitor market trends, track available storage space, and ascertain which items are selling well versus those that require more or less ordering. Effective inventory management also helps reduce theft and waste while ensuring production can continue smoothly.
Monetary instruments used during travel
This document discusses various monetary instruments that can be used for travel, including their advantages and disadvantages. It describes traveller's cheques, debit/credit cards, letters of credit, bank drafts, and cash. Traveller's cheques provide refund protection if lost or stolen. Credit cards offer better exchange rates than local rates and allow postponing payment. Debit cards directly access funds and are widely accepted. Letters of credit and bank drafts protect buyers and sellers in transactions. While cash is universally accepted, it does not offer consumer protections.
Functions of the corporate communication clerk
The Corporate Communication Clerk is responsible for promoting the company's image and interfacing with media and advertising agencies. Some of the clerk's key responsibilities include producing newsletters and magazines, maintaining the company website, planning family day activities, and coordinating events that demonstrate corporate social responsibility. The clerk aims to generate goodwill and loyalty among customers by encouraging activities that create a positive company image.
Csec office administration syllabus
This document outlines the Office Administration syllabus for examinations from May-June 2014. It provides the rationale, aims, organization and content of the syllabus. The syllabus aims to equip students with the knowledge, skills, and attitudes to function effectively in modern office environments. It is organized into 12 sections that cover topics such as office orientation, communication, records management, meetings, and human resources. The syllabus also provides guidelines on assessment, certification of candidates, and regulations for private and resit candidates.
office administration sba
This document is a student's school-based assessment (SBA) project on how office equipment impacts workers at the National Commercial Bank in Savanna-la-mar, Jamaica. It includes an introduction, acknowledgements, and outlines the criteria and activities completed as part of the research process. Methodology involved distributing questionnaires to employees, conducting interviews with the manager, and observing workers. Regulations discussed include health and safety practices like a panic alarm, and staff rules prohibiting cell phone use. The document provides details of the research process and findings.
Office administration macmillan caribbean ( pdf drive )
The document provides information about office administration for CSEC examinations, including details about the authors, publisher, and copyright. It presents an overview of the contents of the book, which covers various functions and operations within an office such as communication, recruitment, records management, meetings, and human resources. The book aims to prepare students for the CSEC Office Administration examination.
Strategies for making your warehouse more efficient
Maximizing the productivity of your warehouse is an essential part of any business. Read these tips on warehouse shelving and layout to increase your productivity.
Paula A. Daigle
Paula Daigle has over 25 years of experience in sales, account management, customer service, collections, and operations management. She has a proven track record of improving key metrics like cash flow, days sales outstanding, and customer satisfaction. Daigle is seeking a new opportunity to apply her extensive experience and drive results for a company.
Stephen Andrews Resume
Stephen P. Andrews is a Vice President of Credit Administration with over 30 years of experience in financial services including commercial lending, risk management, and systems development. He has held leadership roles at several large financial institutions, most recently transforming the credit department and improving efficiencies as a community bank.
More Related Content
What's hot
Functions of the procurement and inventory management office
This document discusses procurement and inventory management. It defines procurement as obtaining goods and services from external suppliers to support business operations. The procurement process can be centralized, with one department handling all purchases, or decentralized, with each department managing its own. Key procurement staff include the chief buyer or procurement officer. Their duties include determining what to buy, how much, when, and from whom. The procurement department must liaise with other departments to understand their needs. It is also responsible for managing inventory by tracking stock levels and ensuring adequate supply. Maintaining accurate inventory records helps avoid stockouts and reduces obsolete stock.
Functions of the procurement and inventory management office
Procurement involves obtaining goods and services from external suppliers to support business operations. In small organizations, procurement is often centralized under the owner or a designated employee. In medium and large organizations, procurement can be centralized, with one department handling all purchases, or decentralized, with each department managing its own. Key procurement staff include the head of the procurement office, such as the chief buyer or purchasing director, and purchasing clerks who assist. The procurement office's main functions are determining what to purchase, liaising with other departments about needs, and managing inventory. Effective inventory management is important for ensuring adequate stock levels and reducing costs.
Operations, Despatch and Transport Services
A clerk in the operations office is responsible for preparing shift rosters and hourly rosters to assign workers to shifts and jobs. They also prepare daily production reports and documents used in production like job cards and time cards. The clerk in the despatch office completes forms for dispatching goods like packing notes and verifies the correct goods are sent. They also work with carriers and track shipments. For the transport office, the clerk prepares records for transporting goods, delivery notes, and liaises with customers regarding deliveries.
Operations, Despatch and Transport Services
The document discusses various paper documents used in operations, despatch, and transport offices. It begins with an introduction stating that most office documents are prepared using pre-printed forms for ease of completion and reading. It then provides an overview of 13 common documents including delivery schedules, destination sheets, delivery notes, bills of lading, customs forms, insurance certificates, airway bills, manifests, export licenses, import licenses, advice notes, certificates of freight, and freight notes. For each document, it lists the purpose and key information contained.
Accounts and Financial services
This document provides an overview of simple documents used in accounts offices, including time cards, payslips, currency memorandums, debit and credit notes, statements of account, and checks. Time cards track employee hours and are used to calculate pay rates which may include regular time, time and a half, double time, and triple time for overtime or weekends/holidays. Payslips show gross pay and deductions to calculate net pay. Currency memorandums and change sheets are used to determine cash requirements for paying employees. Debit and credit notes are used to increase or decrease customer invoices for errors or returns. Statements of account summarize monthly transactions between suppliers and customers. Checks provide written payment instructions from a customer to
Operations, Despatch and Transport Services
The document outlines the key functions of despatch and transport offices. The despatch office is responsible for packing, labeling, and completing paperwork for goods before sending them to the transport office. It also maintains courier records and collaborates with sales. The transport office then collects documents from despatch, prepares delivery notes, liaises with customers, and schedules vehicle maintenance to ensure timely delivery of goods to their destinations by the most suitable means. Both offices must adhere to statutory requirements for transporting various types of goods.
Duties of the marketing clerk
The document outlines the main duties of a marketing clerk which include:
- Assisting in preparing advertising material such as drafting ads and ensuring accuracy.
- Assisting with promotional activities like organizing events and attending trade shows.
- Maintaining and updating mailing lists and customer records.
- Assisting in preparing press releases to announce new products or services.
Operations, Despatch and Transport Services
The operations office coordinates several key functions related to production including coordinating production activities, protecting workers and the environment, maintaining factory records, quality control, tracking costs of finished goods, and liaising with other departments. The operations office is responsible for ensuring machinery, materials, and workers are organized efficiently to produce and transport goods on schedule. Key roles include checking material stock levels, ensuring safety compliance, accurately filing inspection reports, identifying faulty products, calculating production costs, and collaborating with other teams.
Resources used in the Accounts Office
Hardware resources commonly used in accounts offices include calculators, adding machines, computers, printers, and photocopiers. Software resources include accounting software packages like Quickbooks and Peachtree, as well as spreadsheet programs like Microsoft Excel. These resources allow accounts offices to perform essential functions more efficiently, such as calculating amounts, printing records and documents, storing and retrieving financial information, and producing copies of accounting documents. The equipment acquired depends on factors specific to the individual business such as size, available capital, and the types of activities carried out.
Functions of the procurement and inventory management office
This document discusses procurement and inventory management. It defines procurement as obtaining goods and services from external suppliers to support business operations. The procurement process can be centralized, with one department handling all purchases, or decentralized, with each department managing its own. Key procurement staff include the chief buyer or procurement officer. Their duties include determining what to buy, how much, when, and from whom. The procurement department must liaise with other departments to understand their needs. It is also responsible for managing inventory levels and records to ensure adequate stock and minimize waste. Maintaining accurate inventory helps track market trends and support production.
Maintaining stock records - manual and electronic
This document discusses maintaining stock records and inventory management. It outlines various methods for manually and electronically recording stock levels, including stock requisition forms, stock record/bin cards, and inventory management software. Common stock valuation methods like FIFO, LIFO, and average costing are also explained. Computerized inventory systems using barcodes and RFID are described as beneficial ways to track stock levels, identify slow-moving items, and prevent stockouts.
INTRODUCTION TO LOGISTICS
The document provides an introduction to logistics, including:
1. Logistics involves transporting goods from one point to another through various modes like air, rail, road, and water transportation. Warehousing is also a key part of logistics.
2. A logistician manages the entire life cycle of a product from acquisition to delivery. They develop supplier relationships and identify ways to improve efficiency.
3. Important qualities for logisticians include communication, critical thinking, customer service, and problem solving skills to handle issues like delivery problems.
Importance of inventory management
Inventory management is important for businesses to control costs and meet customer demand. It involves setting minimum, maximum, and reorder stock levels to prevent overstocking or understocking. Maintaining proper stock levels allows a business to monitor market trends, track available storage space, and ascertain which items are selling well versus those that require more or less ordering. Effective inventory management also helps reduce theft and waste while ensuring production can continue smoothly.
Monetary instruments used during travel
This document discusses various monetary instruments that can be used for travel, including their advantages and disadvantages. It describes traveller's cheques, debit/credit cards, letters of credit, bank drafts, and cash. Traveller's cheques provide refund protection if lost or stolen. Credit cards offer better exchange rates than local rates and allow postponing payment. Debit cards directly access funds and are widely accepted. Letters of credit and bank drafts protect buyers and sellers in transactions. While cash is universally accepted, it does not offer consumer protections.
Functions of the corporate communication clerk
The Corporate Communication Clerk is responsible for promoting the company's image and interfacing with media and advertising agencies. Some of the clerk's key responsibilities include producing newsletters and magazines, maintaining the company website, planning family day activities, and coordinating events that demonstrate corporate social responsibility. The clerk aims to generate goodwill and loyalty among customers by encouraging activities that create a positive company image.
Csec office administration syllabus
This document outlines the Office Administration syllabus for examinations from May-June 2014. It provides the rationale, aims, organization and content of the syllabus. The syllabus aims to equip students with the knowledge, skills, and attitudes to function effectively in modern office environments. It is organized into 12 sections that cover topics such as office orientation, communication, records management, meetings, and human resources. The syllabus also provides guidelines on assessment, certification of candidates, and regulations for private and resit candidates.
office administration sba
This document is a student's school-based assessment (SBA) project on how office equipment impacts workers at the National Commercial Bank in Savanna-la-mar, Jamaica. It includes an introduction, acknowledgements, and outlines the criteria and activities completed as part of the research process. Methodology involved distributing questionnaires to employees, conducting interviews with the manager, and observing workers. Regulations discussed include health and safety practices like a panic alarm, and staff rules prohibiting cell phone use. The document provides details of the research process and findings.
Office administration macmillan caribbean ( pdf drive )
The document provides information about office administration for CSEC examinations, including details about the authors, publisher, and copyright. It presents an overview of the contents of the book, which covers various functions and operations within an office such as communication, recruitment, records management, meetings, and human resources. The book aims to prepare students for the CSEC Office Administration examination.
Strategies for making your warehouse more efficient
Maximizing the productivity of your warehouse is an essential part of any business. Read these tips on warehouse shelving and layout to increase your productivity.
What's hot (20)
Functions of the procurement and inventory management office
Functions of the procurement and inventory management office
Functions of the procurement and inventory management office
Functions of the procurement and inventory management office
Functions of the procurement and inventory management office
Functions of the procurement and inventory management office
Office administration macmillan caribbean ( pdf drive )
Office administration macmillan caribbean ( pdf drive )
Strategies for making your warehouse more efficient
Strategies for making your warehouse more efficient
Similar to Duties of the sales clerk in the Sales office
Paula A. Daigle
Paula Daigle has over 25 years of experience in sales, account management, customer service, collections, and operations management. She has a proven track record of improving key metrics like cash flow, days sales outstanding, and customer satisfaction. Daigle is seeking a new opportunity to apply her extensive experience and drive results for a company.
Stephen Andrews Resume
Stephen P. Andrews is a Vice President of Credit Administration with over 30 years of experience in financial services including commercial lending, risk management, and systems development. He has held leadership roles at several large financial institutions, most recently transforming the credit department and improving efficiencies as a community bank.
CV PAULA FLOWERS 250615
This document provides a summary of Paula Flowers' professional experience and qualifications. It includes details of her most recent role as an Accounts Executive at Voxpro Limited since 2013, as well as previous credit control and accounts roles dating back to 1987. Her skills and qualifications include typing speed, proficiency in Microsoft Office applications and SAP, and completion of an administrator traineeship course in 2013. Contact details are also provided.
Dave Missory resume (6)
David Missory has over 20 years of experience in credit and collections management. He has a proven track record of reducing days sales outstanding and delinquency rates across various industries. Missory is certified in credit analysis and risk management with a focus on building strong customer relationships and implementing best practices.
Shari Michaels Resume
Shari Michaels has over 15 years of experience in client relations, customer service, and business operations management. She currently works as a Client Relations and Support Services Manager for EOS USA, where she directs daily operations, builds client relationships, and applies methodologies to achieve corporate goals. Michaels has a track record of implementing process improvements that increase productivity and optimize revenue and profit growth. She also has experience developing strategic plans and new business opportunities. Michaels holds several certifications in areas such as collection practices, education collection, and professional development.
Resume arsalan
Sales & Distribution, Marketing, Events, Product launch/ Re-launch, Database management, Market Intelligence demand forecasting, Strategic Partnership and Resource Planning, People Management, Client retention and Implementation polices.
CV as of 20-10-2016
Shaym McCann has over 10 years of experience in financial services roles including equity derivatives, invoice finance, and client service. He currently works as an Equity Derivatives Analyst at Citi where he manages client relationships and trade flows. Previously he held roles at Danske Bank in business banking, invoice finance auditing, and operations. McCann has a Master's degree in Business and Finance from Heriot-Watt University and aims to further his career with new opportunities.
Nelson Morales Resume
Nelson Morales has over 20 years of experience in client financial services management including billing, accounts receivable, accounts payable, and collections. He has held senior manager and regional manager roles at agencies such as Resources US, OMD USA, and Carlson DDB. Morales oversees teams, workflows, reporting, and ensures timely client billing and vendor payments. He has a track record of successfully transitioning new clients and business units to shared services models.
Fernanda Resume - Copy
Fernanda Rodrigues is seeking an opportunity in the financial or service industry utilizing her 30+ years of experience in banking. She has a strong track record of delivering exceptional customer service and business results through leadership roles at various banks including CIBC and BMO. Her experience includes retail branch management, portfolio management, mortgages, loans, investments, and risk and compliance. She excels at building relationships, motivating teams, and growing sales.
Muhammad (Umair) Sheikh - Resume
Muhammad Umair Sheikh is a financial services professional with over two years of experience managing operations and providing sales and logistical services for a leading health and wellness company. He has a proven track record of improving financial performance through initiatives like reducing credit terms, recovering debts, and redesigning processes. Sheikh also has experience managing a sales team of 50 people to achieve sales growth targets and ensure strong customer satisfaction. He is seeking new opportunities in banking and finance where he can apply his skills in areas like financial planning, leadership, and customer service.
DennisMartin2015
Dennis Martin is a high-energy financial services professional with over 15 years of experience in customer service, sales, marketing, finance, and operations management for retail environments. He has a consistent record of cultivating strong client relationships and implementing successful marketing strategies. Martin is also skilled in financial management, problem resolution, and team leadership.
Cr Holland Resume 01 20 2010
Charles Holland has 25 years of experience in accounts receivable, credit, and collections management across various industries. He has a proven track record of maximizing cash flow and reducing days sales outstanding. His experience includes managing receivables portfolios, performing credit reviews, and resolving collection issues. He has advanced computer and communication skills and a strong customer service orientation.
Questback "Employee engagement and customer experience surveys – two sides of...
It’s a well-known fact that if employers look after their employees, their employees will look after the customers. There is a clear link between the two, yet nearly two thirds (64%) of UK companies are failing to integrate feedback across the two areas.
The recent Questback Enterprise Feedback Study found that those that are integrating Customer Experience (CX) and Employee Engagement (EE) feedback are seeing major benefits. 83% reported an improved customer experience and 75% felt it motivated employees.
Resume
Maiar I. Barshiny is seeking a challenging career utilizing her skills in sales, resource utilization, and teamwork. She has over 10 years of experience in accounting and sales. Currently she is a Senior Relationship Officer at Orient Financial Brokers, where her responsibilities include preparing market reports, building sales networks, educating clients, and generating new leads. She holds a Bachelor's degree in Economics and an ongoing MBA. She is fluent in English, Arabic, and has intermediate Spanish skills.
Resume 2015
Damien Hughes has over 24 years of experience in management roles within the banking and finance industry. He currently serves as the Branch Manager of Bendigo Bank's flagship Brisbane office, overseeing $270 million in assets under management. Hughes holds a Bachelor's degree in Business Management and has completed extensive training programs in areas such as growth strategies, banking regulations, technology, and leadership. He has a proven track record of success, having received multiple awards for performance and being sought out as a mentor by peers. Hughes is highly skilled in relationship building, sales, marketing, and developing high-performing teams.
McNamara Resume 10-1-15
This document is a resume for Susan L. McNamara that highlights over 20 years of experience in customer service, account management, program development, and financial roles. It summarizes her educational background in business and finance from Mount Saint Mary's College and lists relevant experience developing fundraising programs, public speaking, financial analysis, and managing operations at various organizations. Contact information and a list of professional references are also included.
J. Adkins - Resume 2016
Jason E. Adkins is a retail store manager with over 16 years of experience managing all aspects of store operations, including personnel, inventory, sales, and profit and loss. He has a proven track record of turning underperforming stores around by improving sales, customer satisfaction, and reducing costs. Adkins is skilled in developing employees, resolving challenges, and implementing process improvements. He has consistently exceeded goals and driven growth through strategic planning, analysis, and leadership.
DavidLewisResumeE
Dave Lewis is an experienced executive who has driven significant revenue growth and cost savings for various companies. He conceived and built operations, marketing, and financial structures for a new beverage brand, growing its market valuation to $5 million in 2 years. For a $12 million e-commerce client, he redesigned processes and implemented systems, achieving $4.96 million in combined cost savings and revenue increases. Lewis has also founded and sold award-winning retail concepts, growing a wine and spirits store to $2 million in sales within 6 years for a 2200% return on investment.
Ken Resume 02-15-16 2
Ken Landry has over 20 years of experience in retail management, business ownership, and banking. He has a proven track record of improving operations and increasing profits through strategic planning, customer service, and team leadership. His core competencies include operations management, negotiations, client relations, and financial analysis. He currently works as a store manager for Sears in Sturgeon Falls, Ontario.
Wendy Anderson Resume
Wendy Anderson-Young has over 20 years of experience as a store manager and area manager in the financial services industry. She has a proven track record of growing sales, increasing customer satisfaction, and lowering costs. Her skills include strategic marketing, credit assessment, profit and loss analysis, budgeting, staff recruitment and development, and policy writing. She holds a business management certification and has received multiple awards for her performance, including Manager of the Year in 2008 and 2009.
Similar to Duties of the sales clerk in the Sales office (20)
Questback "Employee engagement and customer experience surveys – two sides of...
Questback "Employee engagement and customer experience surveys – two sides of...
More from genevaflanders
Documents used in procurement and inventory management
This document discusses various forms and documents used in the procurement process for purchasing goods and services. It describes requisition forms that are used by departments to request stock from stores, including a sample departmental requisition form. It also explains purchase requisition forms that are used to request items from the purchasing office. Additional documents in the procurement process mentioned include purchase orders sent to suppliers, goods received notes to report delivered items, and an index of approved suppliers. Sample formats are provided for many of the key forms.
Functions of staff involved in the Marketing department
The document discusses several key responsibilities and functions of a marketing department, including organizing promotional activities to raise awareness and boost sales, designing marketing strategies, budgeting for marketing expenses, advertising goods and services, branding, liaising with advertising entities, and developing new markets and products.
Documents required for travel
This document discusses various documents that may be required for travel, including passports, visas, entry permits, health certificates, and tax clearance certificates. It provides details on the purpose and information contained in each document. A passport provides identification and proof of citizenship and is required to travel internationally. A visa allows a traveler to enter, leave or stay in a foreign country for a specified time period. An entry permit approves a traveler's application to reside, work or study in a country. Some countries require health certificates showing vaccinations. A tax clearance certificate confirms a traveler has no tax liabilities in their home country.
Maintaining stock records - manual and electronic
This document discusses maintaining stock records, both manually and electronically. It covers various topics related to stock control, including stock requisition forms, stock record/bin cards, storage of office supplies, reporting stock levels using methods like LIFO, FIFO, and average cost. It also discusses using computerized systems and software for stock control, including inventory software, barcodes, and RFID. It provides examples of stock requisition forms and stock record cards. Overall, the document provides a comprehensive overview of maintaining and recording stock through both manual and electronic means.
Maintaining stock records manual and electronic
This document discusses maintaining stock records, both manually and electronically. It covers topics like stock requisition forms, stock record/bin cards, storage of office supplies, reporting stock levels using methods like LIFO, FIFO, and average cost. Electronic stock control methods like inventory software, barcodes, and RFID are also covered. The benefits of computerized inventory systems are outlined. Different types of computerized stock control systems and software are described. Methods of stock valuation like FIFO, LIFO, and average cost are also summarized.
Quiz - Procurement and inventory
This document contains questions and answers about inventory and stock control. It defines inventory as goods and materials kept by a business, including raw materials, work in progress, finished goods, consumables, and stock for resale. It discusses the need for businesses to maintain adequate stock levels to avoid running out and to identify reorder points. It also notes the disadvantages of too much stock, such as deterioration, storage costs, and items becoming obsolete. The document defines pilferage as theft of small quantities and explains how stock control systems can prevent this. It identifies benefits of computerized systems such as faster stock valuation and identification of fast- and slow-selling items.
Duties and attributes of a purchasing clerk/assistant in the Procurement and ...
The document outlines the key duties and attributes of a purchasing clerk. The main duties include preparing and processing purchase requisitions and orders, maintaining supplier and stock records, and verifying deliveries. Important attributes for a purchasing clerk are being detail-oriented, honest, tactful, and having good judgement. Maintaining an organized filing system for records is crucial so they can be easily referenced in the future.
Documents used in the purchasing of good and services
This document discusses various forms and documents used in the procurement process for purchasing goods and services. It describes requisition forms that are used by departments to request stock from stores, as well as purchase requisition forms that are used to request items to be purchased from external suppliers. Additionally, it outlines the use of purchase orders that are sent to suppliers, goods received notes to confirm arrival of deliveries, and an index of suppliers that contains provider information. The overall purpose is to explain the key documents and activities involved in the procurement management process for efficient business purchasing.
Functions of the procurement and inventory management office
Procurement involves obtaining goods and services from external suppliers. In small organizations, procurement is centralized under one person, while in larger organizations it can be centralized or decentralized across departments. Key procurement staff include the Chief Buyer who oversees major purchasing decisions. The procurement department determines items to purchase based on business needs, liaises with other departments on their requirements, and manages inventory levels to avoid stockouts and maximize storage space. Maintaining accurate inventory records allows the business to track market trends and order replacement stock efficiently.
More from genevaflanders (9)
Documents used in procurement and inventory management
Documents used in procurement and inventory management
Functions of staff involved in the Marketing department
Functions of staff involved in the Marketing department
Duties and attributes of a purchasing clerk/assistant in the Procurement and ...
Duties and attributes of a purchasing clerk/assistant in the Procurement and ...
Documents used in the purchasing of good and services
Documents used in the purchasing of good and services
Functions of the procurement and inventory management office
Functions of the procurement and inventory management office
Recently uploaded
Chapter 4 - Islamic Financial Institutions in Malaysia.pptx
Chapter 4 - Islamic Financial Institutions in Malaysia.pptxMohd Adib Abd Muin, Senior Lecturer at Universiti Utara Malaysia
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
Your Skill Boost Masterclass: Strategies for Effective Upskilling
Your Skill Boost Masterclass: Strategies for Effective UpskillingExcellence Foundation for South Sudan
Strategies for Effective Upskilling is a presentation by Chinwendu Peace in a Your Skill Boost Masterclass organisation by the Excellence Foundation for South Sudan on 08th and 09th June 2024 from 1 PM to 3 PM on each day.Advanced Java[Extra Concepts, Not Difficult].docx
This is part 2 of my Java Learning Journey. This contains Hashing, ArrayList, LinkedList, Date and Time Classes, Calendar Class and more.
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...Dr. Vinod Kumar Kanvaria
Exploiting Artificial Intelligence for Empowering Researchers and Faculty,
International FDP on Fundamentals of Research in Social Sciences
at Integral University, Lucknow, 06.06.2024
By Dr. Vinod Kumar Kanvariaবাংলাদেশ অর্থনৈতিক সমীক্ষা (Economic Review) ২০২৪ UJS App.pdf
বাংলাদেশের অর্থনৈতিক সমীক্ষা ২০২৪ [Bangladesh Economic Review 2024 Bangla.pdf] কম্পিউটার , ট্যাব ও স্মার্ট ফোন ভার্সন সহ সম্পূর্ণ বাংলা ই-বুক বা pdf বই " সুচিপত্র ...বুকমার্ক মেনু 🔖 ও হাইপার লিংক মেনু 📝👆 যুক্ত ..
আমাদের সবার জন্য খুব খুব গুরুত্বপূর্ণ একটি বই ..বিসিএস, ব্যাংক, ইউনিভার্সিটি ভর্তি ও যে কোন প্রতিযোগিতা মূলক পরীক্ষার জন্য এর খুব ইম্পরট্যান্ট একটি বিষয় ...তাছাড়া বাংলাদেশের সাম্প্রতিক যে কোন ডাটা বা তথ্য এই বইতে পাবেন ...
তাই একজন নাগরিক হিসাবে এই তথ্য গুলো আপনার জানা প্রয়োজন ...।
বিসিএস ও ব্যাংক এর লিখিত পরীক্ষা ...+এছাড়া মাধ্যমিক ও উচ্চমাধ্যমিকের স্টুডেন্টদের জন্য অনেক কাজে আসবে ...
Hindi varnamala | hindi alphabet PPT.pdf
हिंदी वर्णमाला पीपीटी, hindi alphabet PPT presentation, hindi varnamala PPT, Hindi Varnamala pdf, हिंदी स्वर, हिंदी व्यंजन, sikhiye hindi varnmala, dr. mulla adam ali, hindi language and literature, hindi alphabet with drawing, hindi alphabet pdf, hindi varnamala for childrens, hindi language, hindi varnamala practice for kids, https://www.drmullaadamali.com
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Ab...
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Aberdeen
ANATOMY AND BIOMECHANICS OF HIP JOINT.pdf
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
Walmart Business+ and Spark Good for Nonprofits.pdf
"Learn about all the ways Walmart supports nonprofit organizations.
You will hear from Liz Willett, the Head of Nonprofits, and hear about what Walmart is doing to help nonprofits, including Walmart Business and Spark Good. Walmart Business+ is a new offer for nonprofits that offers discounts and also streamlines nonprofits order and expense tracking, saving time and money.
The webinar may also give some examples on how nonprofits can best leverage Walmart Business+.
The event will cover the following::
Walmart Business + (https://business.walmart.com/plus) is a new shopping experience for nonprofits, schools, and local business customers that connects an exclusive online shopping experience to stores. Benefits include free delivery and shipping, a 'Spend Analytics” feature, special discounts, deals and tax-exempt shopping.
Special TechSoup offer for a free 180 days membership, and up to $150 in discounts on eligible orders.
Spark Good (walmart.com/sparkgood) is a charitable platform that enables nonprofits to receive donations directly from customers and associates.
Answers about how you can do more with Walmart!"
How to Build a Module in Odoo 17 Using the Scaffold Method
Odoo provides an option for creating a module by using a single line command. By using this command the user can make a whole structure of a module. It is very easy for a beginner to make a module. There is no need to make each file manually. This slide will show how to create a module using the scaffold method.
How to Manage Your Lost Opportunities in Odoo 17 CRM
Odoo 17 CRM allows us to track why we lose sales opportunities with "Lost Reasons." This helps analyze our sales process and identify areas for improvement. Here's how to configure lost reasons in Odoo 17 CRM
The Diamonds of 2023-2024 in the IGRA collection
A review of the growth of the Israel Genealogy Research Association Database Collection for the last 12 months. Our collection is now passed the 3 million mark and still growing. See which archives have contributed the most. See the different types of records we have, and which years have had records added. You can also see what we have for the future.
Community pharmacy- Social and preventive pharmacy UNIT 5
Covered community pharmacy topic of the subject Social and preventive pharmacy for Diploma and Bachelor of pharmacy
Recently uploaded (20)
Chapter 4 - Islamic Financial Institutions in Malaysia.pptx
Chapter 4 - Islamic Financial Institutions in Malaysia.pptx
Your Skill Boost Masterclass: Strategies for Effective Upskilling
Your Skill Boost Masterclass: Strategies for Effective Upskilling
Pride Month Slides 2024 David Douglas School District
Pride Month Slides 2024 David Douglas School District
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...
বাংলাদেশ অর্থনৈতিক সমীক্ষা (Economic Review) ২০২৪ UJS App.pdf
বাংলাদেশ অর্থনৈতিক সমীক্ষা (Economic Review) ২০২৪ UJS App.pdf
Film vocab for eal 3 students: Australia the movie
Film vocab for eal 3 students: Australia the movie
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Ab...
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Ab...
Walmart Business+ and Spark Good for Nonprofits.pdf
Walmart Business+ and Spark Good for Nonprofits.pdf
How to Build a Module in Odoo 17 Using the Scaffold Method
How to Build a Module in Odoo 17 Using the Scaffold Method
How to Manage Your Lost Opportunities in Odoo 17 CRM
How to Manage Your Lost Opportunities in Odoo 17 CRM
Community pharmacy- Social and preventive pharmacy UNIT 5
Community pharmacy- Social and preventive pharmacy UNIT 5
Duties of the sales clerk in the Sales office
- 1. Duties of the Sales Clerk By G. Flanders-Hinds Section 11 Objectives 2(b)
- 2. Duties of the Sales Clerk 0Preparing sales documents such as despatch documents, quotations, invoices, statements of account, and sales reports; 0Filing sales records in an efficient manner for easy retrieval 0Maintaining mailing lists of existing and prospective customers
- 3. 0Taking orders from existing customers and securing new customers 0Cashiering – processing of payments received from customers 0Carrying out clerical duties such as answering the business telephone 0Merchandising the company’s products by setting up displays to attract customer’s attention and increase sales 0Creating and maintaining a good relationship with customers
- 4. References Carysforth, C., Neid, M., Maxime, C. & Metz, Y. (2012). Office Administration for CSEC. A Caribbean Examination Council Study Guide. Nelson Thornes. Finisterre, S., Payne, L., & Reid, J. (2004). Longman Office Administration for CXC. Pearson Education Limited Trendfield-Newsome, A. & Walker, C. (2011). Office Administration for CSEC Examinations. Macmillan Publisher Limited. Whitcomb, A. (2012). Heinemann Office Administration for CSEC. Pearson Education Limited.