Katie Howard

The Drips AI-powered platform enables brands to engage with their audiences through Conversational Texting® and scheduled calling. Backed by a proprietary natural language processing model, Drips leverages human-like messaging to break through the noise, capture intent and drive meaningful outcomes. With more than half a billion conversations handled to-date, our AI is constantly improving. More than 3.5 billion touch points have gone through the Drips platform. The platform offers an open API allowing clients to integrate with any CRM, marketing automation system, dialer or call center platform.

• Administered company's employee benefits program, which included: retirement plans, leave policies, wellness programs, and insurance policies • Tracked employee progress, payroll, paid time off, promotions, policy violations and documenting them accordingly • Handled all on-boarding process; which included completing and filing all hiring paperwork, tax forms, working with external partnering companies, educating employees in regards to compensation, benefits and company policies and designing and implementing the orientation and training process. Keeps all company insurance license up to date and compliant • Collaborated with marketing team on new website design and strategies • Applied and maintained eligibility in all new states doing business in • Collaborated with external payroll, accounting, financing, and investment companies to build appropriate benefits for employees

• Built, coached, developed, lead and motivated a team that is capable of analyzing clients' needs and recommending financial solutions that create lasting client relationships. • Accountable for branch operations and compliance by providing direction and guidance to branch staff on operational/regulatory procedures, ensuring compliance with operational, security, and audit procedures. Responsible for managing, staffing and scheduling all direct reports within the branch. • Accountable for driving new client acquisition and retention, growing market share and balance sheet growth, growing non-interest income, growing joint partnership revenue, and fostering client and employee satisfaction to meet or exceed branch sales and service goals. • Accountable for partnering with and referring business to all lines of business partners to meet client needs.

• Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. • Served as an initial sales and service contact for new and existing clients. • Effectively managed existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit and loans. • Recommended products and services to help the client achieve financial goals and the team to achieve business goals. • Identified and resolved complex client service issues. • Recognized complex product and financial services opportunities and referred to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Serves as a backup to the Branch Manager when the Branch Manager was unavailable.

• Managed various office schedules • Created and maintained client information • Managed all invoices, coordinated payments, and received/balances due with offsite controller • Managed warehouse inventory and fulfilled orders received • Served as point person for shipping/receiving • Assisted with creative design/marketing strategies • First response for all client/customer inquiries, and attended various off-site events

• Responsible for accurately processing deposits, withdrawals, and payments • Balanced cash drawer correctly and efficiently • Handled cash audits • Monitored bank vaults and ATM to ensure cash balances are precise • Established and maintained relationships with customers • Cross-sold products to existing and potential customers • Resolved problems or discrepancies concerning customers' accounts • Consistently met and exceeded all teller target goals in various areas including number of referrals, daily balancing, and customer service • Earned various district wide awards including teller of the quarter and the teller appreciation award

• Interviewed and evaluated potential employees • Trained new employees for all positions • Managed relationships with workers' compensation, personal injuries, insurance, and cash patients • Answered phones, opened and sorted mail, maintained files and records, and scheduled appointments • Worked closely with MCO's, attorneys • Handled daily deposits and processed end of the month statistics • Observed/assisted during doctor examinations, aided patients throughout treatment, and helped owners and doctors with miscellaneous tasks per request

• Interviewed potential employees; Hired and trained employees in learning product knowledge and computer systems • Handled cash transactions, petty cash, bank deposits • Managed payroll, scheduling, reports, email, inventory, salon website • Maintained clientele book and records • Coordinated special events • Set up salon advertisements and promotions • Made appointments for salon services