James Wheeler
Lexington,KY
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 8-year track record of success in Banking.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
Fifth Third Bank
06.2016 - Current
- Providing holistic solutions in working with mass affluent client's.
- Promoted through multiple personal banker roles.
- Finished at no.2 on scorecard 2021, no.25 2022
- 104% revenue, 112% deposits, 133% loans in 2022
- Had three referrals to Private Bank in 2022
- Helped coach other bankers and served as a resource
Insurance Verification Specialist
Simpson Optical
09.2010 - 06.2016
- Made contact with insurance carriers to discuss patient benefits.
- Observed strict procedures to protect sensitive patient information, medical records and payment data.
- Reviewed 500 patient cases per week and verified insurance coverage information.
- Assured timely verification of insurance benefits
Education
Bachelor of Arts - Political Science And Government
05.2014
Skills
- Team building
- Portfolio growth
- Conflict resolution
- Relationship building
- Qualifying Customers
- Problem Anticipation and Resolution
- Regulatory Compliance
Accomplishments
LPB(I) of the year 2018,2019, PRM of the year 2021,2022
Won President's Circle 2018,2019, 2021
Private Bank Partner of the year 2022
Certification
Finra Series 6/63/65, Life and Health Licenses
Timeline
Preferred Relationship Manager - Fifth Third Bank
06.2016 - Current
Insurance Verification Specialist - Simpson Optical
09.2010 - 06.2016
Eastern Kentucky University - Bachelor of Arts, Political Science And Government