Casey Gretch

· Served as the primary point of contact for 20 aircraft owners and their teams, facilitating seamless communication between departments.

· Identified aircraft owners pain points to develop and implement a structured onboarding process to better acclimate new owners.

· Managed monthly billing and reporting for aircraft owners, providing financial insights to executive management.

· Led monthly meetings with aircraft owners and their teams to address concerns and optimize operation efficiency.

· Implemented and managed a corporate credit card and spend management platform, streamlining employee expense track and reducing errors.

· Supervised accounting staff handling the flight trip reconciliations.

· Designed a daily payment tracking system, reducing annual revenue loss by 15%

· Tracked business revenue and expenditures, ensuring high-accuracy account reconciliations

· Oversaw critical aircraft subscriptions such as insurance, Wi-Fi and engine programs, etc.

· Collaborated across departments to improve operational processes and enhance overall efficiency. · Processed Federal Excise Taxes, Accounts Payables, Accounts Receivables and Payroll.

· Proactively obtained new customer relationships with proficient knowledge of bank products and procedures

· Created a trusting bond with new customers and provided them with the tools needed to satisfy their needs at account opening.

· Professionally handled all customer complaints and escalated to upper management, if necessary

· Trained team to identify cross-selling opportunities with existing customers by listening to their needs and finding solutions to problems with product recommendations

· Created a leadership culture by consistently leading by example and using every opportunity as a coaching moment to enhance customer interactions

· Conducted weekly meetings to ensure staff was adequately informed about new policies/procedures and to refresh selling techniques

· Accompanied Commercial Lenders on calls with prospective customers

· Visited local businesses to acquire new business relationships for a new branch