Brody Rowan
Charlotte,NC
Summary
Collaborative Finance professional with a diverse work history of delivering tailored client service while responsibly driving business development. Proven track record in financial planning and customer relationship management, demonstrated at Northwest Bank through effective cross-selling and fostering of long-term client relationships. Excelled in data-driven decision-making at Laco Sales/Rowan Rental, enhancing business growth. Skilled in Microsoft Excel and known for exceptional attention to detail, consistently achieving results beyond employer expectations.
Overview
8
8
years of professional experience
Work History
Personal Banker
Northwest Bank
03.2023 - 08.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.Helped branch cross 150% of branch's investments goal.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
Circulation Assistant
Penn State Libraries
08.2019 - 12.2022
- Streamlined check-in/check-out processes, reducing wait times for patrons during peak hours.
- Assisted in the development of library policies and procedures, incorporating feedback from colleagues to ensure best practices were employed consistently.
Product Development Assistant
Laco Sales/Rowan Rental
06.2016 - 07.2021
- Collaborated with internal team members and customer representatives to clarify relationship of business and project goals and obtain enhanced perspective of development process.
- Championed a data-driven culture within the organization, promoting the use of analytics to guide decision-making and drive business growth.
- Optimized inventory management processes by forecasting demand accurately based on historical sales data analysis.
- Developed accurate forecasting models based on historical data analysis, enabling better business planning and decision making regarding resources allocation.
Education
Bachelor of Science - Finance
Pennsylvania State University, Behrend
Erie, PA12.2022
Skills
- Financial statement analysis
- Investment Analysis
- Financial Planning
- Customer Relationship Management
- Presentation Skills
- Microsoft Excel
- Flexible team player
- Excellent attention to detail
- Active FINRA SIE, Series 6, and Series 63
Timeline
Personal Banker
Northwest Bank
03.2023 - 08.2024
Circulation Assistant
Penn State Libraries
08.2019 - 12.2022
Product Development Assistant
Laco Sales/Rowan Rental
06.2016 - 07.2021
Bachelor of Science - Finance
Pennsylvania State University, Behrend
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