Greg Yerkes
Cincinnati,OH
Summary
Strategic financial services leader with expertise in member engagement, digital adoption, and operational performance in retail banking. Leverages data and technology solutions to enhance service delivery and drive business growth. Holds a Bachelor of Arts in Mathematics with research experience in search engine algorithms and information retrieval. Proven ability to lead teams and collaborate across functions to meet organizational goals.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Assistant Branch Manager
General Electric Credit Union
08.2017 - Current
- Directed branch team operations to drive sales, enhance service quality, and improve member satisfaction.
- Drove adoption of digital banking solutions including online banking, mobile banking, e-statements and self service tools through account opening, onboarding, and member service interactions.
- Analyzed branch performance metrics and member trends to identify opportunities for growth, service enhancement, and operational improvement.
- Coached and developed employees on Consultative Conversations, member needs assessment, digital service adoption, and relationship-building strategies.
- Partnered with internal departments to support implementation of new products, technology initiatives, and process improvements.
- Ensured compliance with regulatory requirements, operational standards, and organizational policies while maintaining a high-quality member experience.
- Assisted in executing branch business development strategies focused on member retention, growth, and engagement.
Customer Service & Sales
Equity Residential
03.2016 - 12.2016
- Suggested locations and served as a resource and consultant to customer throughout the sales process.
- Collaborated with fellow assistants to improve overall team performance and share best practices in customer service and sales support.
- Audited property profiles to confirm features were listed correctly for each unit.
Library Assistant
The College of Wooster
08.2012 - 05.2015
- Assisted patrons in locating, evaluating, and accessing information resources.
- Maintained organization of library materials to ensure efficient information retrieval activities.
- Processed new acquisitions, including cataloging and shelving, to enhance collection availability.
Education
Bachelor of Arts - Mathematics
College of Wooster
Wooster, OHSkills
- Digital banking adoption
- Data Analysis & Performance Metrics
- Member satisfaction enhancement
- Employee development
- Organizational change
- Branch growth strategies
- Inter-departmental partnerships
- Branch strategy development
- Digital marketing fundamentals
- Project Management
- Client relationship management
- Process Improvement
Certification
Certified Credit Union Financial Counselor
Timeline
Assistant Branch Manager
General Electric Credit Union
08.2017 - Current
Customer Service & Sales
Equity Residential
03.2016 - 12.2016
Library Assistant
The College of Wooster
08.2012 - 05.2015
Bachelor of Arts - Mathematics
College of Wooster
Technical Skills
- Microsoft Office Suite
- Data Analytics & Reporting
- Digital Banking Platforms
- User Engagement Tools
- Information Retrieval Concepts
- Search Engine Fundamentals
- Process Documentation
- Presentation Development