Brad Thompson
Tulsa,OK
Summary
With over 16 years of dedicated experience in customer support and a robust background in finance, I bring a unique blend of expertise to the table. As a Certified Salesforce Administrator with 5 years of hands-on experience, I thrive on leveraging technology to enhance business processes.
Overview
10
10
years of professional experience
Work History
Operations Support Coordinator
Extend
New York City , NY
2022.05 - 2023.09
- Developed and maintained Salesforce security, including user roles, profiles, sharing rules, and assignment rules.
- Configured custom objects, fields, formulas, page layouts, record types, validation rules and workflow rules.
- Assisted with data migration activities such as cleansing of data and mapping of source to target systems.
- Created reports and dashboards in Salesforce to meet business requirements.
- Provided technical support to internal users on Salesforce issues or questions.
- Performed troubleshooting on existing applications within the Salesforce platform.
- Conducted training sessions for end users on the usage of Salesforce application features.
Banking Specialist
Xero Inc.
Denver , CO
2020.03 - 2022.05
- Collaborated with product development team to enhance banking functionalities in the Xero software
- Coordinated with cross-functional teams to develop and implement strategies for increasing customer satisfaction and retention
- Provided training and support to customer-facing teams on banking functionalities in the Xero software
- Consistently exceeded ticket quota by an average of 20% daily
- Achieved only five star performance reviews every month
- Worked alongside management to improve internal and external product knowledge
- Interacted and communicated with customers nationally and internationally via phone and email.
Personal Banker
Wells Fargo
Denver , CO
2018.10 - 2020.03
- Identify opportunities to cross-sell and upsell banking products to customers based on their financial needs and goals
- Hired on as a top candidate at the Downtown Denver Main flagship branch within just a few weeks after moving from Tulsa, Oklahoma to Denver
- Trusted to handle large accounts after just a few short months based on high performance ratings
- Duties included advisement, coaching, and referrals, and assisting tellers with weekly vault audits, incoming and outgoing cash deliveries from Brinks, and partial supervision of over 3,000 safety deposit boxes
- Handled high level of personal information and privacy and monetary security
- Learned how to look for signs of potential fraud, both in person and through transaction history.
Product Specialist
Arvest Bank
Tulsa , OK
2016.01 - 2018.10
- Managed loan and credit card applications for Arvest Bank
- Provided excellent customer support and ensured financial security
- Received 2017 Sales and Service Award.
Service Representative
Uhaul
Tulsa , OK
2013.12 - 2016.01
- Managed inventory and ensured accurate tracking and organization
- Scheduled reservations and provided excellent customer service
- Maintained store cleanliness and performed routine maintenance tasks.
Education
BFA -
University of Oklahoma
05.2012
Skills
- Salesforce Administrator Certification
- Flows
- Assignment rules
- Approval processes
- Updating and creating fields
- Page layouts
- Record types
- Dynamic layouts
- Apps
- Actions
- Custom settings
- Mobile administration
- Dashboards and reports
- Sandbox environment management
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
Hobbies and Interests
Drummer of 20+ years and currently in a band. We're working on our 3rd studio album and have songs on Apple Music and Spotify. We play local concerts in the Tulsa area on a regular basis. Also used to be on the Denver Nuggets drumline when I previously lived in Colorado. In college, I was on the University of Oklahoma drumline, and a member of the OU percussion studio. I marched 3 years of Drum Corps International in college as well. The group I performed with acheived 8th best drumline in the world during our season. I am also a health and fitness nut. I do CrossFit 5 days a week and occassionally participate in local competitions. I competed in 5 intermediate level competitions last year. I won 1st place during a comp in the summer and 2nd place for another in the fall.
Timeline
Operations Support Coordinator
Extend
2022.05 - 2023.09
Banking Specialist
Xero Inc.
2020.03 - 2022.05
Personal Banker
Wells Fargo
2018.10 - 2020.03
Product Specialist
Arvest Bank
2016.01 - 2018.10
Service Representative
Uhaul
2013.12 - 2016.01
BFA -
University of Oklahoma
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