Jaron Welch

Achievements

• Acted as interim Assistant Branch Manager at the busiest branch in the region, managing all operations for over 500 customers per day during peak season, including but not limited to sales, profit and loss, training, scheduling, cash flow, and total deposits.
• Single-handedly transformed quarterly internal audit scores from failing 78 to top regional ranking, achieving 89.5 in the first quarter as the supervisor and 92 in the subsequent evaluation; ensuring compliance with banking regulations.
• Created and executed personalized training programs, such as coaching, role-play, product & policy development, etc., that improved employee performance from underperforming to exceeding expectations across all company goals.

Responsibilities

• Served as vault custodian, implementing stringent controls and procedures that effectively reduced and minimized financial losses for the branch and company.
• Oversaw completion and accuracy of critical banking reports and processes, including Overrides, Unusual Transaction Reports (UTR), Currency Transaction Reports (CTR), Chip & Pin (C/P) transactions, Customer Financial Assessments (CFA), and Insights & Opportunities (IO).
• Collaborated with bank managers on hiring decisions & and talent acquisitions.
• Responsible for all scheduling & employee growth through training and coaching initiatives.
• Implemented effective sales strategies to increase product offerings and drive revenue growth.

Achievements

• Exceeded sales goals in banking, while surpassing 150% of targets on multiple occasions, ranking as a top performer, and consistently achieving top 10 overall status regionally.
• Regional leader in Mortgage and Home Equity Loan sales during times of high rates & uncertainty.
• Finalized several multi-million dollar investments, including Certificates of Deposits, and matched as many or more in wealth advisor referrals.

Responsibilities

• Identify customer banking needs while guiding loan & investment products such as credit cards, personal mortgages, home equity lines of credit, savings, certificates of deposits, etc.
• Opening and managing accounts/finances of personal & business clientele.
• Assist clients with budgeting and retirement planning.
• Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.

Responsibilities

• Registered & scheduled patients for intake & procedures as well as processed discharges
• Provided billing services including accounts payable and insurance verification
• 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.