Friday, August 17, 2012

Well, this is it.

What just happened? I think 8 weeks went by, but I'm not sure. There's no way.

This week I've been tying up loose ends before I head back to Mount Union. Kathy asked me to recreate the Customer Service bulletin board materials to be sent to CST in South Dakota and Elyria. I included packets of instructions for carrying out the Customer Service and De-Escalation Training reinforcement activities and knowledge checks that the supervisors will be helping with over the next month.

While my projects and tasks have been dying down as I complete my final week, a lot has been happening within the HR Department. This week, Jessica began her three week CST training for the new hires. She is being shadowed by our two new trainers, Beth and Andrea. As a former team lead for CST, Beth was an internal hire. Andrea is our new junior trainer. I have essentially been doing her job all summer, so her joining the team this week came at a great time. Also, our new VP of HR started on Thursday.

In order to make space for all of these wonderful new HR team members, Jessica, Beth, and Andrea are moving into an office together on the fourth floor of the Berea building. I had the awkward task of trying to help the movers rearrange the office at 8:15am while Jessica was in training. Mind you, I had no key fob access to the room, no idea where to put all the extra conference tables, and wasn't exactly sure how the whole cubicle break-down and rearanging thing worked, so I was basically in panic mode trying to direct the poor movers. Naturally I resorted to, "I'm so sorry, I'm just an intern..." (Help, help, help...)

The office saga continued when Jessica, Beth and I returned later that day to scrub dry erase marker off the walls. I should note that the walls of the office were covered in a paint that is specifically made to be written on like a dry erase board. I was not implying that ETC promotes the use its walls for notetaking. The marker had been on the walls so long that we ended up going through three containers of Clorox wipes to get it off. We joked that a permanent marker was used on my wall, because the writing was going nowhere. It's been three days and my fingers are still blue. Another side note, the HR department did NOT torture me as an intern. Don't worry Jessica, I won't tell everyone that I was not scrubbing your walls all summer :) But, now you can think of me everytime you look at those sparkling, Clorox scented walls...

On Wednesday, Jessica organized a happy hour for my going-away at the Upper Deck. It was so much fun! Andy and Tiffany came from Elyria, and, due to the CST payday happy hour tradition, many of the CST members I worked with were there. It was an awesome way to get to spend time with everyone I worked with this summer. I really appreciated it!

Summing up how much I appreciated this experience would be incredibly lengthy, so I will do my best to keep this short. I cannot imagine having spent my summer any other way. Being a summer intern for Equity Trust Company has been hands down the most valuable experience that I've had in my college years in terms of making strides toward a future career. I was given so much more responsibility than I had anticipated, which really enhanced the experience. I grew close with everyone I worked with and truly felt like a part of the ETC family. Not once did I feel like a temporary employee. So, a HUGE thank you to ETC for everything you have done for me. I would enthusiastically recommend this internship program to anyone!

Friday, August 10, 2012

Busy Busy Busy

These last two weeks have been a blur.  I am not sure where to begin with what I have been doing this week, so I suppose I will start with vacations.  Next week Brendan and Heather will be going on vacation.  I do not think they knew they both took vacations in the same week, but it is definitely something we have been working diligently to offset.  I have been taking on pieces of three different positions in these last few weeks including assisting Kent with Tax-Free Wealth Seminar and Real Estate Investor Association mailings and databases, taking some of the projects off Heather's hands while she is gone, as well as my own work.  I  compiled a mailing list of REIA organizations around the country and sent them four documents that works towards bringing their members to our Networking Conference.  I had to contact some of the organizations that we did not have a mailing address for, and even worked with a man in Canada to help foster a relationship between his organization and ETC.  I also began drafting some of our emails for our drip email campaigns we will be running throughout the month of August in addition to some press releases we will be sending out.  I have worked closely with Heather to gain a better understanding of how she utilizes our Genius email software and to learn how she crafts each piece of writing for the various campaigns we are working on.  It seems that everything has been coming due at one time, so naturally everyone has been working feverishly.  When I told my dad what I have been doing, and the extra work I have picked up, he frankly replied, "welcome to the real world."  It was a blunt assessment of a valuable lesson I have been learning throughout my internship here at Equity Trust.  It does not matter if people get sick or are on vacation, the work still needs to be completed.  It is encouraging to know that, while stressful, I welcome the challenge and do not mind stepping up to the plate.  Another aspect that softens the blow of my increased workload is the wonderful people I work with.  Michelle excitedly scheduled my going away luncheon for today with the entire department.  I truly enjoy spending time with everyone in the department and it is not just words when Equity Trust states one of our core values is we have fun here.  It is always fun and interesting in the office, something that I find important in the workplace.  Although I still have one more week, we wanted to spend time as a team before Heather and Brendan leave on vacation.  I am also pleased to announce that Michelle also scheduled a welcome back party for me as well!  I will be returning in a part-time position during this fall after taking a week and a half to get settled in for school.  I am so excited to have been asked to stay on here, and feel validated.  If I could give an intern some advice it would be to look at your internship as an audition.  There is no doubt that an internship is critical as a learning tool, but one should also look at it as an opportunity to audition for that company.  I have attacked each day with the thought of proving myself, showcasing my skills, and helping ETC in as many ways that I can.  If you look at it more than what I can get out of this, but also as auditioning yourself as a job candidate you increase your chances of finding somewhere to stay.  Once I make it through this next week, it will be nice to take a week of to recharge before school starts.  I will then return to the office with a renewed vigor and will hopefully continue this wonderful experience here at ETC.

There is so much merit to the saying "time flies when you're having fun"

I say this every week, but I really just can't believe another has gone by. I just have way too much fun here!

As I mentioned in my last post, I finished the Customer Service and De-Escalation Training for CST, which was put into action this week. I sat in on 4 training sessions where Jessica presented the material I came up with. Just about all of the Client Service Representatives and the Project Apple Team attended the sessions. It was definitely rewarding to see the presentation carried out! I've received a lot of positive feedback, which is always nice :)

Jessica has been making fun of all of my crafting this week. I've been working on a bulletin board to reinforce the Customer Service training. The last bulletin board on our floor was a little plain, so I thought I would liven things up a bit! I also created little reminder cards based on the training to hang in the cubes for Client Service Representatives to reference. If anyone is on the CST floor, prepare to be surrounded by beach ball themed reminders of how to be more client friendly. I may have gone a bit crazy with the theme, and use of colored paper. Many trees died in the process of this project...

I'm also finishing up the presentation on how the departments within ETC function and how they interact with other departments. Jessica will eventually use this information for a self-taught training program so that after new hires have been with the company for a few months, they can make better sense of how they fit into the company as a whole.

Things have been pretty hectic with CST New Hire Training fast approaching. Well, more hectic for Jessica, but I help out when I can. We've been putting together binders of the material that Client Service Representatives will learn in their first three weeks here at ETC. It is crazy how much information these binders contain! I find it amazing that the Representatives are able to learn it all in just three weeks, and that Jessica can teach it all in the short amount of time.

Just one week to go. Can someone slow time please?


Monday, August 6, 2012

Wait, it's week 6 already?!

Where do these weeks go?? Time is seriously flying...

This week was a short one for me due to a death in the family. But, I have a great ETC family who sent flowers and was very accommodating! They're way too nice to me :) Despite a short work week, it was still a very productive one.

As I mentioned in my last post, I have been busy working on customer service and de-escalation training for Client Service Representatives. On Friday, I met with Kathy, Phil, Jessica, Beth, and Rob to present the training I created. It covers the basics of customer service, techniques for approaching escalated calls, a basic overview of why client satisfaction is important, and what not to do while on the phone with a client. While most of the topics covered may sound like common sense, Jessica, the CST team, and I found it valuable to review them with the Reps. Having little to no personal interaction with clients, it is obviously very important that the company provides excellent customer service over the phones. The training concludes with client scenarios that the Reps will be responding too. Jessica always emphasizes the importance of making training interactive, so I included a fun beach ball activity.

The reaction that Jessica and I received to the training was much more enthusiastic than I expected; CST loved it! In fact, they liked it so much that we are starting training sessions on Tuesday and Thursday, just three days after presenting the concept. I won't lie, I'm feeling pretty good about this one. It's really awesome to see all of my hard work paying off and my presentation being utilized so quickly. All of the current Client Service Reps will be going through training this week in shifts before the new class comes in on August 13. The new class of Reps will also go through the customer service training as part of their new hire training. 

In an effort to reinforce the "continuing education" aspect of the customer service training, CST has adopted a theme on their floor to act as a reminder of how to be client service friendly. Next week I'm working on a beach themed bulletin board that will review all of the topics covered in the training. Kathy mentioned hanging small beach balls in each cubicle as a reminder of how to deal with the client scenarios acted out in the beach ball activity. It's a subtle way to incorporate training into daily calls. 

Stay tuned for next week!