DAVID D. MITCHELL JR.
Calhoun,GA
Summary
With 20+ years of diverse and progressive experience in financial analysis and banking, I offer expertise in analyzing financial and economic data to support enterprise decision-making. My skillset includes marketing and investments, financial planning, forecasting, and modeling. Moreover, I possess a strong background in company valuation, credit underwriting, and portfolio management. Throughout my career, I have consistently demonstrated the ability to provide valuable insights and recommendations that drive business growth and success.
Overview
24
24
years of professional experience
Work History
Personal Banker
Wells Fargo Bank
Calhoun, GA, USA
12.2016 - 09.2024
- Connected customers' needs with bank products and services.
- Build lasting connections through targeted customer engagement.
- Processed credit applications for consumer and business customers.
- Opened and maintained customer and corporate accounts.
- Connected customers with suitable partners to enhance satisfaction.
Assistant Branch Manager
SunTrust Bank
Atlanta, GA, USA
05.2000 - 11.2016
- Created an optimal staffing model for branches resulting in quarterly payroll work hour savings of 20% by conducting cost benefit analysis of employees and production
- Increased sales and budget size consistently over a three-year period.
- Produce quarterly budgets with the senior management and forecast models on a departmental business segments, investments mortgage referrals on a consolidated basis
- Track and review gross and net sales including gross margins in producing forecasts and trend analysis an on-going basis
- Create ROI models for evaluation financial implications of new products and investments, and provide recommendations to senior management
- Oversaw comprehensive operations encompassing risk management and general functions.
Senior Store Manager
Pier 1 Imports
Atlanta, GA, USA
10.2004 - 10.2010
- Streamlined departmental management, enhancing efficiency and performance.
- Ensured efficient product display and security procedures.
- Implemented corporate initiatives and promotions.
- Enhanced customer satisfaction and increased associate productivity.
- Played vital role in achieving district-wide sales success for Pier 1 store, placing in top ten out of 15.
Financial Retirement Resource Representative
AMVESCAP Retirement, Inc.
Atlanta, GA, USA
05.2003 - 09.2004
- Analyzed operational performance metrics to investigate customer queries.
- Handled client transactions, investment choices and deferment adjustments.
- Delivered accurate performance reports for informed investor decisions.
- Optimized tax consequences related to distributions.
- Managed distribution of fund performance information to participants as requested.
Education
M.B.S - Information Technology/Enterprise Security
WALDEN UNIVERISTY
Atlanta, GA01.2012
B.A. - Communications
UNIVERSITY OF KENTUCKY
Lexington, KY01.1997
Skills
- Excel
- Microsoft Office Applications
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Cash handling
- Fraud prevention
- Sales expertise
- Relationship building and management
- Banking policies and procedures
- Loan processing
- Teller support
- Branch management
- Sales growth
- Banking regulations
Volunteer Experience
- Habitat for Humanity
- United Way
- Teach Back after School Program
- 1000 Black Men teach back
Qualifications Summary
Seasoned Financial Analyst/Banker with more than 20 years of diversified and progressive experience in the analysis of financial and economic data supporting enterprise decision making including marketing and investments, financial planning, forecasting and modeling; company valuation, credit underwriting and portfolio management.
Timeline
Personal Banker
Wells Fargo Bank
12.2016 - 09.2024
Senior Store Manager
Pier 1 Imports
10.2004 - 10.2010
Financial Retirement Resource Representative
AMVESCAP Retirement, Inc.
05.2003 - 09.2004
Assistant Branch Manager
SunTrust Bank
05.2000 - 11.2016
M.B.S - Information Technology/Enterprise Security
WALDEN UNIVERISTY
B.A. - Communications
UNIVERSITY OF KENTUCKY