ADAM M. TREIBIC
Franklin,IN
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and
Ambitious professional with 20 years of experience in financial services and banking.
Overview
29
29
years of professional experience
Work History
RELATIONSHIP MANAGER/VICE PRESIDENT
First Merchants Bank
09.2005 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
Financial Advisor
Raymond James & Assoc
09.2003 - 08.2005
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Business Development Officer
Larry Nunn & Associates
09.2002 - 08.2003
- Generated new business with marketing initiatives and strategic plans.
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
- Collaborated with cross-functional teams for the successful execution of business development initiatives.
High School Social Studies Teacher
Bartholomew Consolidated School Corporation
08.1996 - 05.2002
- Planned and implemented integrated Social Studies lessons to meet Common Core Curriculum Standards.
- Created lesson plans and made adjustments based on overall class performance throughout year.
- Gave assignments, graded work and regularly discussed performance with students.
Education
Masters - Business Administration
Indiana Wesleyan University
Marion, IN05.2021
Bachelor Of Arts - Economics
Indiana University, Bloomington
Bloomington, IN12.1990
Skills
- Relationship building
- Excellent communication
- Customer relationship management
- Client engagement
- Portfolio growth
- Business development
- Analytical problem solving
- Time management
Timeline
RELATIONSHIP MANAGER/VICE PRESIDENT
First Merchants Bank
09.2005 - Current
Financial Advisor
Raymond James & Assoc
09.2003 - 08.2005
Business Development Officer
Larry Nunn & Associates
09.2002 - 08.2003
High School Social Studies Teacher
Bartholomew Consolidated School Corporation
08.1996 - 05.2002
Masters - Business Administration
Indiana Wesleyan University
Bachelor Of Arts - Economics
Indiana University, Bloomington
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