James Wheeler
Lexington,KY
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 9 years of banking experience.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
Fifth Third Bank
Lexington, KY
06.2016 - Current
- Developed and implemented strategies to increase customer satisfaction and grow client base.
- Collaborated with internal teams to ensure all customer needs are met in a timely manner.
- Built relationships with clients by providing them with personalized advice and support.
- 114% Revenue 2023, 122% deposits 2023, 133% loans 2023.
- Nine referrals to Private Bank since 2020 closed.
Insurance Verification Specialist
Simpson Optical
Lexington, KY
06.2010 - 06.2016
- Updated patient and insurance data and input changes into company computer system.
- Developed a working knowledge of insurance plans, including Medicare and Medicaid regulations and requirements.
- Analyzed complex health plan contracts to determine benefit coverage levels for services rendered.
Education
Bachelor of Arts - Political Science And Government
Eastern Kentucky University
Richmond, KY05-2014
Skills
- Financial Acumen
- Relationship Building and Management
- Client Acquisition
- Financial Planning
Accomplishments
- 3x PRM of the Year
- 2x Private Bank Partner of the Year
- 3x President's Circle
Certification
- Finra Series 6,63,65
- Life and Health Insurance Licenses
Timeline
Preferred Relationship Manager
Fifth Third Bank
06.2016 - Current
Insurance Verification Specialist
Simpson Optical
06.2010 - 06.2016
Bachelor of Arts - Political Science And Government
Eastern Kentucky University