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
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
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
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.