Knowledgeable and results oriented client relationship professional with 4 years' experience of account management and exceeding expectations. Driven to improve quality, experience and process optimization. Hard working individual motivated to further one's career.
Hi, I’m
Evan Hoffmann
Plano,Texas
Summary
Overview
6
years of professional experience
Work History
Bank OZK
Asst Manager / Senior Relationship Specialist
02.2023 - Current
Job overview
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Cultivated business banking plans and growth strategies for new small businesses within the Dallas area
- Led branch daily and monthly meetings summarizing key performance indicators and individual goals
- Developed 23 new banking relationships through networking events and customer referrals
- Led the Frisco Preston Branch across all Bank OZK branches to a top 10 performing branch in 2024 via account opening, online engagement, and loan portfolio growth
- Coached bankers and tellers regarding effective communication, conflict resolution, and sales techniques
Morgan Stanley
Client Service Associate
01.2020 - 02.2023
Job overview
- Prepared client's semi annual and annual reviews for goal planning and performance tracking
- Coordinated with private bankers to set up promotional rate liquidity access lines for financing real estate, home mortgages, and business development
- Obtained SIE certification
- Increased overall book of business online digital engagement by 22%
- Increased overall book of business asset growth by 12%
- Trained new personnel regarding company operations, policies and services
Wells Fargo, N.A
Teller
04.2018 - 08.2019
Job overview
- Identified and executed appropriate banker introductions via conversation starters for product referrals (credit cards, loan services, account upgrades)
- Lead management and outreach for foreign currency working with MSU and local business owners in foreign currency organization
- Function as peer leader amongst the teller group showing initiative in on site coaching, disgruntled customer resolution, and personal rapport
- Establish trust and credibility with 50+ local business owners and consumers to ensure lasting relationship value and growth
- Translate ordinary transactions to financial reviews through advanced insight of standard accounts, IRA’s, and temporary incentive opportunities
Education
Midwestern State UniversityWichita Falls
BBA from Finance
05.2020
University Overview
AACSB Accreditation
- Elected to Philanthropy and Community Service Chairman for Sigma Alpha Epsilon, Fraternity in 2018
Skills
- Client Relationship Management
- Leadership through Team Building
- Empirical Data Analytics
- Presentation Development and Delivery
- Project and Risk Management
- Root Cause Analysis
Affiliations
Affiliations
- Alumni of Sigma Alpha Epsilon, Texas Omega Chapter
- Active member with Frisco Young Professionals
- Active member with Frisco Chamber of Commerce
Timeline
Asst Manager / Senior Relationship Specialist
Bank OZK
02.2023 - Current
Client Service Associate
Morgan Stanley
01.2020 - 02.2023
Teller
Wells Fargo, N.A
04.2018 - 08.2019
Midwestern State University
BBA from Finance
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