Morgan-Lee Brooks, MBA
Vice President Retail Experience Manager at Kennebunk Savings- Claim this Profile
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Bio
Experience
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Kennebunk Savings
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United States
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Banking
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100 - 200 Employee
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Vice President Retail Experience Manager
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Oct 2023 - 3 months
United States
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VP, Retail Market Manager
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Aug 2021 - 2 years 5 months
United States
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Bank of America
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United States
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Banking
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700 & Above Employee
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Officer; Financial Center Manager
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Sep 2020 - Aug 2021
United States
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Officer; Financial Center Operations Manager
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Apr 2019 - Sep 2020
Portland, Maine Area
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Officer; Relationship Manager
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Dec 2017 - Apr 2019
Maine · Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration · Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals in adherence with policies and procedures · Conduct client engagement activities, adhering to call monitoring… Show more · Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration · Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals in adherence with policies and procedures · Conduct client engagement activities, adhering to call monitoring policies · Participate in weekly proactive planning sessions for client engagement activities and drive sales related topics · Work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
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Eclipse Clinical Technology
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United States
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Pharmaceutical Manufacturing
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1 - 100 Employee
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Business Development Manager
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Jul 2015 - 2017
A global clinical research organization which provides comprehensive Clinical Trials, Data Management, Biostatiscal Clinical Operation and Clinical technology development services to pharmaceutical biotechnology and medical device companies globally. •Proactively engage in the acquisition of new clients through phone calls and email. •Reporting and metrics: Document all client activities, contacts and contact information in Salesforce Customer Relationship Management CRM ensuring… Show more A global clinical research organization which provides comprehensive Clinical Trials, Data Management, Biostatiscal Clinical Operation and Clinical technology development services to pharmaceutical biotechnology and medical device companies globally. •Proactively engage in the acquisition of new clients through phone calls and email. •Reporting and metrics: Document all client activities, contacts and contact information in Salesforce Customer Relationship Management CRM ensuring proper and timely completion •Implement all planned marketing activities according to the company and departmental strategy •Engage in effective communication for successful information sharing and integration of business development efforts • Inside sales support [proactive phone campaigns, follow up, lead generation] • Executing marketing campaigns with an emphasis on digital marketing strategies, content management and SEO Optimization geared toward growing brand awareness. • Regular website updates, report and review of effectiveness of campaigns to maximize results. • Plans meetings and trade shows by identifying, assembling, and coordinating requirements; establishing contacts; developing schedules and assignments; coordinating mailing lists. • Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
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Document Control Manager/Help Desk Manager
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Dec 2012 - Jul 2015
A global clinical research organization which provides comprehensive Clinical Trials, Data Management, Biostatiscal Clinical Operation and Clinical technology development services to pharmaceutical biotechnology and medical device companies globally. • Assist Executive Assistant, VP Clinical Operations & Quality Compliance and Director of Clinical Trials daily o Revise and edit documents o Take meeting minutes o Calendar management and travel coordination o Implementing… Show more A global clinical research organization which provides comprehensive Clinical Trials, Data Management, Biostatiscal Clinical Operation and Clinical technology development services to pharmaceutical biotechnology and medical device companies globally. • Assist Executive Assistant, VP Clinical Operations & Quality Compliance and Director of Clinical Trials daily o Revise and edit documents o Take meeting minutes o Calendar management and travel coordination o Implementing company training o Update SharePoint o Revise HR documents o Handle HR daily tasks Updated CV Internal Trainings • Organize and file confidential documentation o Data Entry o Support Specialist • ISO 9001 o HR documentation o Preparing for audit interviews o Write WI (Work Instructions) • Handle issues for clients daily • Respond to issues for clients specifically in EDC Inform • Edit test scripts and QA
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Recruiter Private Investigation
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Jun 2012 - Dec 2012
Massachusetts • Organized and collected HR paperwork for candidates • Conducted interviews for potential candidates • Job postings and finding potential candidates through web and phone • Hired vendor per job basis
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Staff Writer Intern
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May 2011 - Aug 2011
• Wrote articles for a variety of columns • Conducted interviews for potential articles • Data entry logs for all school graduations
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Education
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St. Joseph College
Masters of Health Administration, Health/Health Care Administration/Management -
University of Phoenix
Master's Degree, Business Administration and Management, General -
Norwich University
Bachelor of Arts (B.A.), Communication and Media Studies