Salesforce
Jaron Welch
Palm Harbor,FL
Summary
Results-driven & experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
Work History
Store Supervisor
TD Bank
09.2023 - 03.2024
- Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
- Collaborated with bank managers on scheduling, hiring decisions and employee growth
- Implemented effective sales strategies to increase product offerings and drive revenue growth.
- Oversaw risk management initiatives to minimize losses and maintain a safe work environment.
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
- Conducted regular audits to ensure adherence to internal policies and regulatory requirements, maintaining operational excellence.
Financial Services Associate
TD Bank
11.2021 - Current
- One of the largest and fastest growing banks in North America; serving over 6 millions customers with over 1,200 locations
- Identify customer banking needs while recommending and educating clients on products and services
- Opening and managing accounts/finances of personal & business clientele
- Assist clients with budgeting and retirement planning
- Educate clients on a wide variety of investment options
- Provide guidance on loan products such as: credit cards, personal mortgages, and home equity lines of credit
- Cultivate & maintain lasting relationships with clientele.
Patient Access Representative II
AdventHealth North Pinellas
09.2015 - 09.2018
- Non-profit hospital part of a large network of health systems operating in over 9 states
- Registered & scheduled patients for intake & procedures as well as process discharges
- Provided billing services including accounts payable and insurance verification
- Managed all Guest Services
- Registered and assisted patients with access to their Online Patient Portal
- Supervised volunteers with their duties in assisting patient needs such as: discharge, medicine, and lab transfers
- Coordinated with nurses, doctors, and other healthcare professionals to smoothly transfer patient information and medicine.
Education
Bachelor of Management And Organizational Studies - Project Management
St. Petersburg College
05.2021
Websites
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureWork from home optionPaid time off401k matchHealthcare benefitsPaid sick leaveSoftware
MS Excel
MS Word
MS Project
Encore
Odyssey
MS Outlook
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills
- Financial Advisement
- Customer Transactions
- Client Rapport-Building
- Training Classes
- Goal Attainment
- Corrective Actions
- Supervising Tellers
- Loan Applications
- Risk Management
- High Net Worth Individuals Marketing
Timeline
Store Supervisor
TD Bank
09.2023 - 03.2024
Financial Services Associate
TD Bank
11.2021 - Current
Patient Access Representative II
AdventHealth North Pinellas
09.2015 - 09.2018
Bachelor of Management And Organizational Studies - Project Management
St. Petersburg College
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