Andrew Schmidt
San Francisco,CA
Summary
Analytical and client-focused professional with a Bachelor’s in Business Administration and over eight years of combined experience across financial services, project management, and business operations. Proven ability to bridge technical solutions with client needs through data-driven decision-making, cross-functional collaboration, and strategic problem-solving. Skilled in analyzing customer requirements, implementing scalable solutions, and managing multiple high-impact projects simultaneously. Excited to contribute to Hive’s mission of transforming AI-powered content solutions through exceptional client service and operational excellence.
Overview
12
12
years of professional experience
Work History
Service Center Representative
San Francisco Federal Credit Union
San Francisco, CA
10.2024 - 06.2025
- Delivered a high volume of client support, averaging over 100 daily interactions across email, chat, and phone channels while maintaining top-tier satisfaction scores.
- Partnered with the fraud, investment, and account management teams to resolve member concerns, ensure regulatory compliance, and strengthen data protection practices.
- Identified opportunities to cross-sell and up-sell financial products such as investments, credit cards, and savings solutions based on data-driven insights.
- Utilized Zendesk and CRM tools to track performance metrics, identify trends, and streamline communication workflows between departments.
- Collaborated with internal teams to enhance digital adoption of mobile banking, online bill pay, and budgeting software tools.
- Led small-scale projects aimed at improving service efficiency, including updating member response scripts and optimizing internal process documentation.
Co-Owner / Operations Manager
Schmidty’s Pool Service
Orange, CA
06.2013 - 08.2024
- Co-owned and managed a small business servicing over 90 residential and commercial clients, overseeing customer relations, scheduling, inventory, and billing.
- Led sales and marketing strategies that increased revenue by 75% and achieved year-over-year client growth of 30% for four consecutive years.
- Implemented operational data tracking to optimize service routes, resulting in a 20% reduction in fuel and labor costs.
- Managed vendor relationships, project budgets, and customer contracts to maintain profitability and client satisfaction.
- Supervised and trained field technicians on equipment repair, water quality control, and safety compliance procedures.
- Developed and executed strategic business plans, expanding service offerings into commercial property management and renovation projects.
Banker
Wells Fargo Bank
San Francisco, CA
11.2021 - 01.2024
- Managed a diverse client portfolio while providing consultative financial guidance, improving customer retention and product adoption.
- Achieved over 100 client referrals with an exceptional closing rate, contributing to $10 million in assets under management.
- Built strong relationships with high-net-worth clients, tailoring investment and banking solutions to meet complex financial goals.
- Maintained 100% accuracy in daily cash balancing, including a $400,000 vault with dual authorization, ensuring adherence to operational controls and risk management protocols.
- Gained experience with foreign exchange transactions, handling large cash operations, and ensuring compliance with anti-money laundering (AML) regulations.
- Trained new bankers and tellers on client interaction best practices, CRM use, and operational policy compliance, resulting in measurable improvements in service quality.
Education
Bachelor of Science - Business Administration, Concentration in Management
San Francisco State University
San Francisco, CA05.2024
Associate of Science - Business Administration
Santiago Canyon College
Orange, CA12.2021
Skills
- Software & Tools: Microsoft Excel (advanced), Word, PowerPoint, SQL, Zendesk, Salesforce CRM, Google Workspace
- Data Analysis: Experience in querying datasets, interpreting performance metrics, and generating reports for management decision-making
- Communication: Strong verbal and written communication skills; experienced in drafting client proposals, resolving issues, and presenting data insights
- Project Management: Skilled in coordinating multi-departmental initiatives, tracking KPIs, and managing timelines using data and CRM tools
- Other: CA Health Insurance License, proficient in remote collaboration environments, strong organizational and prioritization abilities
- Call center experience
- Complaint handling
- Task delegation
Timeline
Service Center Representative
San Francisco Federal Credit Union
10.2024 - 06.2025
Banker
Wells Fargo Bank
11.2021 - 01.2024
Co-Owner / Operations Manager
Schmidty’s Pool Service
06.2013 - 08.2024
Bachelor of Science - Business Administration, Concentration in Management
San Francisco State University
Associate of Science - Business Administration
Santiago Canyon College
ADDITIONAL INFORMATION
- Competitive Sports: Played water polo at the collegiate and semi-professional level with Santiago Canyon College and SoCal Water Polo Club; developed strong teamwork, resilience, and leadership skills under pressure.
- Interests: Reading about technology and business strategy, cycling, and baseball advocacy.
- Professional Traits: Analytical, goal-oriented, and highly adaptable; thrives in fast-paced, innovative environments with cross-functional collaboration.