Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Accomplishments
Quote
Work Preference
Languages
Interests
Software
Websites
Timeline
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J. Graveney-Fleming

Crystal River,Florida

Summary

Highly organized and result-oriented professional with a proven track record of outstanding achievements in management, sales, and customer service within the financial industry. Meticulous, tenacious, and resourceful in problem-solving. Self-motivated and constantly seeking new challenges. Possessing strong interpersonal skills and a deep understanding of multicultural differences. Excels at creating positive and productive work synergies. Focused and committed to achieving the company\'s goals and objectives. Dedicated to personal growth and development.

Overview

26
26
years of professional experience

Work History

Licensed Independent Insurance Contractor

Amerilife of Citrus
12.2018 - 11.2019
  • Network, cold call, follow up on leads and on-board new clients
  • Share knowledge of and experience with Life Insurance and Annuity products
  • Provide guidance to clients in selecting products that meet their financial goals
  • Ensure issued policies stay current by connecting with clients in a timely manner
  • Operate within company’s Anti Money Laundering Guidelines

Assistant Branch Manager

Regions Bank
07.2017 - 03.2018
  • Serve consumer and small business customers by helping them understand their current and future financial needs
  • Work with partners to deliver exceptional customer experience, acquire, deepen and retain relationships, and help customers succeed
  • Build relationships with customers by asking questions to learn about their financial needs, understand customers life events and goals, and share how I can help by following up through proactive outreach and appointments
  • Build relationships with employees and partners by working together to best serve customers
  • Conduct needs-based conversations to identify credit, deposit and investment needs of customers
  • Partner with Financial Advisor to understand appropriate introductions to address customers investment or retirement needs

Customer Sales and Service Representative

Wells Fargo Bank NA
08.2015 - 05.2017
  • Provide prompt quality service to ensure customer satisfaction and retention
  • Assist customers succeed financially through quality product presentations and referrals
  • Exercise excellent customer service skills in all interactions
  • Process cash transactions where necessary with the highest degree of accuracy
  • Make sales calls from store leads list, schedule appointments and follow up conversations
  • Operate within guidelines relating to AML/BSA by practicing CDD, KYC, to mitigate risk
  • Consistently met quarterly goals both in sales and referrals
  • Resolve customer complaints and escalations in a timely manner
  • Assist customers with the usage of self-serving technologies, e.g.
  • Online Banking and ATM
  • Open/Close/Maintain accounts as requested
  • Support business partners by providing referrals thereby ensuring clients’ financial goals are met

Insurance Sales Advisor

Guardian Life Limited
04.2011 - 11.2014
  • Identifying new clients, making cold calls and setting appointments
  • Meeting with clients, making presentation and marketing company’s products
  • Help clients identify their immediate and individual needs; make recommendations on how to meet those needs based on the products we offer
  • Manage clients’ portfolio on a monthly basis to ensure complete satisfaction
  • Ensure company’s and personal targets are met

Customer Service Manager– Level 2

RBTT Bank Jamaica Limited
10.2003 - 11.2009
  • Plan, coordinate and execute offsite sales promotions
  • Manage a team of six (6) Customer Service Representatives involved in the daily bank operations
  • Monitor practices to ensure compliance with Bank of Jamaica
  • Operate with RBTT Bank Policies and Procedures relating to Anti Money Laundering
  • Promote excellence in service quality to enhance customer relationships
  • Provide support for business development by assisting other departments meet the goal of affluent clients
  • Reviewing all account opening documentation as part of the bank’s EDD/KYC Guidelines
  • Perform functions related to being a designated signing authority
  • Hire, train and coach new and existing staff ensuring their success
  • Establish and maintain cost effective operations relating to overtime per budget, ensuring profit and loss efficiency
  • Maintaining high standards for EDD/AML reporting

Service Manager

RBTT Bank Jamaica Limited
09.1997 - 10.2003
  • Manage a team of sixteen (16) Tellers ensuring adequate staffing to serve clients in a timely manner
  • Manage branch cash, security procedures, custodial and operational controls
  • Perform functions related to being a designated signing authority
  • Monitor staff performance and provide on the job coaching for their success
  • Promote excellence in service quality and support business development
  • Provide support to tellers to ensure referral targets are met
  • Training direct reports on best practices to identify and reporting breaches relating to AML activities
  • Establish and maintain positive working relationships
  • Consistently provide training/updates to direct reports to include AML/SAR reporting
  • Processing cash and non-cash transactions when required
  • Proactively acquire new affluent clients and small business customers and deepen existing relationships through outreach and pre-planned appointments

Lead Teller

RBTT Bank Jamaica Limited
09.1993 - 09.1997
  • Process cash and non-cash transactions with high degree of accuracy, prepare cash shipment, and ensure branch limits are maintained
  • Adhere to established policies procedures in executing job functions to include KYC/CDD
  • Maintaining service quality and customer satisfaction
  • Provide support to team ensuring achievement of our department goals

Education

State of Florida Life and Variable Annuity License -

Florida
02.2018

Diploma - Management

Management and Computer Studies
Jamaica
07.2001

High School Diploma -

Edwin Allen High
Jamaica
07.1987

Skills

  • Communication
  • Research and Planning
  • Human Relations
  • Management/Leadership
  • Training
  • Coaching
  • On-boarding

Certification

  • Life Insurance Including Variable Annuities #214 State of Florida 2018
  • Notary -State of Florida 2017

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Hire, train, coached and supervised team of [16] staff members.
  • Documented and resolved all issues relating to customer complaints, which led to 100 percent customer satisfaction..
  • Achieved quarterly results by introducing clients to Financial Advisors resulting an Increase in revenues.

Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Work Preference

Work Type

Full Time

Work Location

RemoteOn-SiteHybrid

Important To Me

Career advancementCompany CultureWork-life balancePersonal development programsTeam Building / Company RetreatsWork from home option

Languages

English
Native or Bilingual

Interests

Being a great Human

Software

CRM

Microsoft Office

Timeline

Licensed Independent Insurance Contractor

Amerilife of Citrus
12.2018 - 11.2019

Assistant Branch Manager

Regions Bank
07.2017 - 03.2018

Customer Sales and Service Representative

Wells Fargo Bank NA
08.2015 - 05.2017

Insurance Sales Advisor

Guardian Life Limited
04.2011 - 11.2014

Customer Service Manager– Level 2

RBTT Bank Jamaica Limited
10.2003 - 11.2009

Service Manager

RBTT Bank Jamaica Limited
09.1997 - 10.2003

Lead Teller

RBTT Bank Jamaica Limited
09.1993 - 09.1997

State of Florida Life and Variable Annuity License -

Diploma - Management

Management and Computer Studies

High School Diploma -

Edwin Allen High

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J. Graveney-Fleming