Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Hanna Haison

North Canton

Summary

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Specialist - Financial Planning

CAPTRUST
01.2025 - Current
  • Serve as an individual CFO for high net-worth clients.
  • Maintain and build client pipelines through networking platforms.
  • Well versed in various CRMs including BlackDiamond, Holistiplan, and Wealth View.
  • Help clients prepare for upcoming tax year by completing tax projections.

AVP, Preferred Relationship Manager/ Investment Representative

Fifth Third Bank
06.2024 - 01.2025
  • Building and developing book of business for preferred clientele in new Charleston market
  • Part of the leadership team which makes key market decisions
  • Works collaboratively with leadership team in commercial, private, wealth and other lines of business
  • Provide a holistic approach when it comes to financial planning

AVP, Preferred Relationship Manager/ Investment Representative

Fifth Third Bank
01.2020 - 06.2024
  • A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program
  • Dual employee handling clients on both the banking and securities side of the house
  • Work with internal sales to increase referral opportunities and provide solutions to the customer
  • Build relationships with customers to earn status as trusted advisor to retain and grow current and next generation wealth
  • Utilize the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity
  • Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing
  • Initiate and maintain customer and prospect contact through a variety of methods including, but not limited to, customer interaction, telemarketing, and leading/participating in seminars and community events

Personal Banker II

Fifth Third Bank
01.2017 - 01.2020
  • Promotion which involved additional responsibilities including acting manager, and higher level authority within Financial Center

Personal Banker I

Fifth Third Bank
06.2016 - 12.2017
  • Utilize sales techniques to identify financial needs of current and new customers while consistently meeting and exceeding sales goals set by financial center
  • Establishing close relationships and promoting strong customer service and satisfaction
  • Grow and maintain an established book of business as well as support walk-in customers
  • Maintain a strong working knowledge of complete line of Retail products and services offered through Fifth Third and responsible for assisting customers on these products

Customer Service Representative

Fifth Third Bank
10.2015 - 05.2016
  • Develop rapport with customer base, greeting them by name, being responsive, timely correspondence and conflict/problem resolution
  • Handling cash and processing customer transactions
  • Personally keep a balancing record while maintaining up to date knowledge of bank’s policies and procedures as well services and products
  • Responsible for promoting bank’s services and products and maintaining a professional/positive representation of Fifth Third Bank
  • Count down drawers at the end of night shifts

Education

Bachelor of Science - Educational Studies

Kent State University
Kent, OH
05-2015

Skills

  • Customer relations
  • Expert problem solving
  • Analytical thinking
  • Documentation management

Certification

  • FINRA Series 6, 63, and 65
  • CFP - In Progress
  • Ohio and South Carolina Life, Health and Variable Insurance

Accomplishments

  • Top 25% of peer group in 2021 and 2022, 2023
  • Sold over 10MM in investments and insurance in 2023 and currently at 18MM (top 10 company wide)
  • Preferred Relationship Manager of the Year in 2020

Timeline

Specialist - Financial Planning

CAPTRUST
01.2025 - Current

AVP, Preferred Relationship Manager/ Investment Representative

Fifth Third Bank
06.2024 - 01.2025

AVP, Preferred Relationship Manager/ Investment Representative

Fifth Third Bank
01.2020 - 06.2024

Personal Banker II

Fifth Third Bank
01.2017 - 01.2020

Personal Banker I

Fifth Third Bank
06.2016 - 12.2017

Customer Service Representative

Fifth Third Bank
10.2015 - 05.2016

Bachelor of Science - Educational Studies

Kent State University

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