Nancy Graves

• Work alongside District Manager to assist in the overall district operations
• Improve team productivity with regular communication and progress updates
• Assist in recruitment efforts by coordinating interviews and managing onboarding activities for new hires.
• Monitor and support office schedules to align with labour need and budgeted hours
• Regularly visit 12 offices to ensure GREAT client standards and practices are being met consistently
• Ensure all compliance requirements and Health and Safety standards are met and maintained
• Proudly represent H&R Block and demonstrate our Block Behaviours in day to day interactions

Performance Milestones:

• Two time Recipient of the President's Distinction Award
• Achieved personal goals to increase take rates
• Increased revenue, product take rates and overall morale once in the CSL position each tax season
• Proficient with Remote Tax Expert
• Collaborated with DOC on projects, namely pioneering Moving Returns and brought that experience and knowledge to more recently with the new DM resulting in huge success
• Strong track record with completing tasks and duties set out by DOC and DM, such as learning aging report, becoming a TPSC champion and learning to be proficient with Client Connect

• Successful completion of H & R Block's Tax courses up to level 4
• Utilized and benefited from relationships built during pre season and tax season
• Promoted to Client Service Leader after three years

• Welcome and accommodate hotel guests by registering and assigning rooms
• Keep records of guests accounts, confirm reservations
• Manage and resolve complaints and/or issues as they arise
• Present statements and collect payments via cash, credit or debit using POS system

• Operate various machines for wallet and purse production
• Train new employees, delegate daily duties
• Shipping and receiving experience