IAN BAYER
Ludlow Falls,OH
Summary
Financial Services student with a 4.0 GPA and Securities Industry Essentials (SIE) certification, pursuing a career as a Financial Advisor. Experienced in client-facing banking roles, building relationships, and delivering high-quality service in fast-paced environments. Strong communicator with a results-driven mindset and a passion for helping clients achieve their financial goals through personalized guidance and solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Teller/Customer Services Representative
Greenville National Bank
Troy, OH
04.2024 - Current
- Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations.
- Assisted customers with account inquiries, Using strong verbal communication to provide exceptional service and resolve issues promptly.
- Communicated clearly and effectively with clients to ensure understanding of account services and financial products
- Maintained accuracy and compliance while handling sensitive financial information and transactions
- Supported daily branch operations by multitasking efficiently and contributing to overall team performance
- Opened and revised accounts quickly and accurately
- Cultivated strong client relationships to enhance trust and retention
Team Leader
Culver’s of Troy
Troy, OH
04.2020 - 07.2023
- Trained and supervised over 20 new employees across multiple stations.
- Oversaw daily kitchen operations and ensured exceptional food quality.
- Delivered prompt and courteous service in a fast-paced environment.
Education
Bachelor of Science - Financial Services
Wright State University
Dayton, OH05-2026
Associate of Arts - Business
Edison State Community College
Piqua, OH05-2025
Skills
- Client Relationship Management
- Financial Planning Fundamentals
- Investment & Retirement Concepts
- Strong Verbal Communication & Active Listening
- Problem Solving & Needs Assessment
- Microsoft Excel, Word, PowerPoint
- Time Management & Multitasking
Certification
- Securities Industry Essentials (SIE)
- Bloomberg Market Concepts (BMC)
Timeline
Teller/Customer Services Representative
Greenville National Bank
04.2024 - Current
Team Leader
Culver’s of Troy
04.2020 - 07.2023
Bachelor of Science - Financial Services
Wright State University
Associate of Arts - Business
Edison State Community College
linkedin.com/in/ian-bayer-94482233a