Bradley McCrorey

• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
• Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
• Interacted with clients on regular basis to identify Sales opportunities. Returned to work at Dynasty Retirement and Financial Services on a Part time basis. Dynasty was formerly known as The John Hancock Financial Network.

• Stayed current on industry trends, regulations, and competitor offerings through continuous professional development and training.
• Increased client satisfaction by providing personalized banking solutions tailored to individual needs.
• Developed tailored financial plans for clients by conducting thorough assessments of their financial situations, working closely with the branch Financial Advisor and other Chase Bank Partners, such as Mortgage Originator, and Business Lender.
• Utilized CRM tools effectively for tracking client interactions, in order to promote Branch Sales in the area of investment solutions, lending solutions and banking solutions. Always ranked 1 or 2 in sales production in the Wisconsin Bank Market.

• Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
• Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
• Analyzed clients' financial situations to offer products to improve standard of living.
• Continuously expanded professional knowledge through ongoing education and industry certifications, providing clients with up-to-date expertise.

Retired Lieutenant Colonel USAR - United States Army Reserve.

Served three years on active duty in the Army and 25 years in the

Army Reserve in several military Assignments.