Jake Goray
Charleston,SC
Summary
Dynamic individual with hands-on experience in financial services and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Relationship Banker
Regions Bank
Charleston, SC
03.2023 - Current
- Cultivated strong customer relationships through personalized financial solutions and proactive communication.
- Analyzed clients' financial needs to recommend appropriate banking products and services.
- Streamlined account opening procedures, enhancing efficiency and improving customer satisfaction.
- Facilitated loan applications, guiding clients through documentation and approval processes.
- Mentored new staff on best practices for client interaction and compliance standards.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Financial Services Professional
New York Life & NYLIFE Securities
New Orleans
05.2021 - 03.2023
- Analyzed client financial needs to provide tailored insurance and investment solutions.
- Developed comprehensive financial plans incorporating risk management and retirement strategies.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
- Mentored junior staff on compliance protocols and best practices in financial advising.
- Effectively used Sales Force to access customer details and databases.
Teacher
Saint Tammany Parish Public Schools
Mandeville, LA
08.2020 - 05.2021
- Developed and implemented engaging lesson plans tailored to diverse learning styles.
- Utilized data-driven assessments to monitor student progress and adapt instructional strategies.
- Integrated technology into lessons to enhance student engagement and learning outcomes.
Teacher
Jefferson Parish Public Schools
Jefferson, LA
08.2019 - 07.2020
- Fostered positive classroom environments promoting collaboration and respect among students.
- Collaborated with colleagues to develop curriculum aligning with state standards and educational goals.
- Analyzed student performance data to identify areas for improvement in curriculum delivery.
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
Teacher
Okaloosa County Schools
Fort Walton Beach, FL
08.2014 - 07.2019
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
- Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
Teacher
Clay County School District
Middleburg, FL
08.2011 - 07.2014
- Assessed student performance regularly using both formative and summative assessments to inform future lesson planning.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
- Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
Sales Associate
Academy Sports + Outdoors
Jacksonville Beach, FL
10.2010 - 07.2011
- Guided customers in product selection to enhance shopping experience.
- Maintained inventory levels through accurate stock management and replenishment.
- Collaborated with team to achieve store sales targets and improve performance.
- Resolved customer inquiries and complaints efficiently, enhancing satisfaction levels.
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL08-2010
Skills
- Relationship building and management
- Customer Service-oriented
- Proficient in Microsoft Office
- Teamwork and collaboration
Accomplishments
- Achieved company-wide recognition with Regions through effectively helping with debt consolidation with a customer in 2026.
- Recognized in 2023 by Regions for customer service
Certification
- Variable Life and Health licensed in South Carolina
- FINRA Series 6 and 63 licensed
Timeline
Relationship Banker
Regions Bank
03.2023 - Current
Financial Services Professional
New York Life & NYLIFE Securities
05.2021 - 03.2023
Teacher
Saint Tammany Parish Public Schools
08.2020 - 05.2021
Teacher
Jefferson Parish Public Schools
08.2019 - 07.2020
Teacher
Okaloosa County Schools
08.2014 - 07.2019
Teacher
Clay County School District
08.2011 - 07.2014
Sales Associate
Academy Sports + Outdoors
10.2010 - 07.2011
Bachelor of Science - Finance
University of Central Florida