James Earnest
Ballston Lake ,NY
Summary
Highly organized professional with proven track record in coordinating complex tasks and ensuring seamless operations. Adept at managing schedules, resources, and stakeholders to achieve project goals effectively. Renowned for fostering teamwork and adapting to dynamic environments, making significant contributions to organizational success.
Overview
4
4
years of professional experience
Work History
Commercial Banking Coordinator
Axiom Capital
10.2023 - 12.2024
- Managed executive schedules to ensure operational efficiency and reduce bottlenecks in high-level decision-making.
- Resolved client issues promptly, strengthening relationships and increasing satisfaction and loyalty.
- Delivered timely market updates that empowered clients to make informed financial decisions.
- Applied accounting principles for accurate reporting and reconciliation, minimizing discrepancies and audit risks.
- Coordinated over $100M in commercial loan documentation, maintaining compliance and timely closings.
- Streamlined internal banking processes and executive communications, accelerating project execution timelines.
- Conducted market analysis to guide client strategies, improving service effectiveness.
- Collaborated with stakeholders and internal teams to align on documentation, fostering transparent communication.
Personal Banker
KeyBank
09.2022 - 10.2023
- Cultivated strong client relationships, leading to $3M in deposits over three quarters.
- Identified and reported fraudulent activity, enhancing branch security and client trust.
- Led daily staff huddles to align on goals, increasing productivity and morale.
- Drove sales by 250% through proactive engagement and personalized financial solutions.
- Guided customers through account setups and loan applications, improving service accessibility.
- Used interpersonal skills to deepen client trust, resulting in repeat business and referrals.
Security Guard
Saratoga Springs City Tavern
12.2021 - 03.2023
- Maintained a safe environment through active surveillance, reducing on-site incidents.
- Responded swiftly to emergencies, defusing conflicts and ensuring guest safety.
- Verified guest identification at entry points, preventing unauthorized access.
- Performed routine patrols to detect and address security concerns proactively.
Member Service Representative
Navy Federal Credit Union
11.2020 - 07.2022
- Launched digital banking tools, increasing online usage by 30% and boosting member convenience.
- Recognized for perfect attendance, demonstrating reliability and commitment to service.
- Elevated branch NPS from 85% to 95% by resolving member feedback and improving interactions.
- Led financial literacy seminars for 1,000+ military members, improving financial awareness.
- Collaborated with team members to improve service delivery, raising customer satisfaction scores.
- Shared product knowledge with staff, enhancing cross-selling success across departments.
- Delivered tailored support to large volumes of members daily, ensuring positive experiences.
- Practiced active listening and problem-solving, helping members find appropriate financial solutions.
Education
High School Diploma -
Latham Christian Academy
Latham06-2019
Skills
- Effective Communicator – Built trust with clients and team members, leading to increased collaboration and faster project delivery
- Problem Solver – Diagnosed issues quickly and implemented efficient solutions, reducing service delays by up to 30%
- Time Management – Prioritized tasks effectively, consistently meeting tight deadlines without sacrificing quality
- Adaptability – Adjusted quickly to new processes and technologies, improving workflow efficiency during transitions
- Client Relationship Building – Cultivated long-term relationships that led to repeat business and referrals
- Technical Proficiency – Utilized systems like Salesforce and Microsoft Office Suite to streamline data entry and reporting
- Leadership – Took initiative on team tasks, boosting morale and overall productivity
Timeline
Commercial Banking Coordinator
Axiom Capital
10.2023 - 12.2024
Personal Banker
KeyBank
09.2022 - 10.2023
Security Guard
Saratoga Springs City Tavern
12.2021 - 03.2023
Member Service Representative
Navy Federal Credit Union
11.2020 - 07.2022
High School Diploma -
Latham Christian Academy
Similar Profiles
Connor PowerConnor Power
Associate Analyst at Axiom Capital Management Inc.Associate Analyst at Axiom Capital Management Inc.
Robert GioacchiniRobert Gioacchini
Managing Director, and Founder at Axiom Human CapitalManaging Director, and Founder at Axiom Human Capital
Ivette BedollaIvette Bedolla
Director of Client Services at Axiom Financial & Insurance SolutionsDirector of Client Services at Axiom Financial & Insurance Solutions
Ethan LyngEthan Lyng
Shift Lead at WalgreensShift Lead at Walgreens
Christine ShieldsChristine Shields
Associate in Instructional Services (Social Work) at New York State Department Of EducationAssociate in Instructional Services (Social Work) at New York State Department Of Education