Experienced with customer relationship management, financial advising, and risk assessment. Utilizes in-depth knowledge of banking regulations and product offerings to guide clients effectively. Track record of building trust and rapport with clients to achieve financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
Fifth Third Bank
Dublin, OH
04.2025 - Current
Personal Banker II
Fifth Third Bank
Chillicothe, Ohio
08.2022 - 04.2025
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Accounts Receivable Specialist (AR Specialist)
Tailored Management
Columbus, Ohio
01.2022 - 08.2022
Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Athletic Coach
Athletic Performance Preparation
Chillicothe, Ohio
08.2021 - 01.2022
Scheduled practices, tournaments and bus transportation for team members.
Facilitated recruitment efforts to attract talented athletes to the program while maintaining compliance with NCAA regulations.
Evaluated athlete performance using video analysis tools, identifying areas of improvement and providing constructive feedback.
Established strong working relationships with news media outlets, school administration and team parents.
Base Defense Operations Controller
Rickenbacker Air National Guard Base, United States
Columbus, Ohio
07.2020 - 08.2021
Enhanced base security by developing and implementing comprehensive defense plans.
Mentored junior personnel, fostering a culture of teamwork, dedication, and professionalism within the organization.
Provided regular briefings on current security statuses, trends, and emerging concerns to senior leadership for informed decision-making processes.
Managed access control for sensitive areas, ensuring proper authorization was granted before entry.
Education
High School -
Jackson High School
Jackson, Ohio
05-2015
Skills
Goal oriented
Investment advisory
Creative thinking
Relationship management
Wealth management
Credit assessment
Relationship building and management
Certification
Series 6
Series 63
Series 65
Ohio Accident & Health, Life, and Variable Insurance License
Timeline
Preferred Relationship Manager
Fifth Third Bank
04.2025 - Current
Personal Banker II
Fifth Third Bank
08.2022 - 04.2025
Accounts Receivable Specialist (AR Specialist)
Tailored Management
01.2022 - 08.2022
Athletic Coach
Athletic Performance Preparation
08.2021 - 01.2022
Base Defense Operations Controller
Rickenbacker Air National Guard Base, United States