Jason Williams
Canal Winchester,OH
Summary
Proactive and adaptable professional with a strong work ethic and effective communication skills, committed to driving organizational success. Demonstrates a swift learning ability and eagerness to contribute to team initiatives. Proven competency in collaboration and problem-solving, ensuring alignment with organizational goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Wealth Management Banking Specialist
Merrill Lynch
Columbus , OH
12.2021 - Current
- Collaborated with Merrill Financial Advisors to deliver expansive financial services to clients, managing wealth portfolios ranging from $250 to 10 million dollars.
- Provided lending, savings, financial and transactions solutions while serving as the digital solutions expert (mobile and online).
- Recognized for exceptional performance as a Specialist Partner in Wealth Management Banking for 2022.
Financial Center Manager
Fifth Third Bank
Reynoldsburg, OH
06.2019 - 11.2021
- Mastered the art of building lasting consumer and Small Business customer connections through memorable experiences
- Proficient in utilizing consultative sales techniques to provide tailored solutions for clients
- Demonstrated expertise in team leadership by sourcing, developing, coaching, and leading a strong unit that embodies Core Values and drives business strategies forward.
Financial Center Manager
US Bank National Association
Whitehall, OH
08.2016 - 06.2019
- Achieved budgetary objectives while maintaining compliance with applicable laws and regulations
- Leveraged community involvement to drive sales growth by expanding customer reach and enhancing profitability through integrated product offerings
Assistant Store Leader
Kroger
Columbus, Ohio
06.2013 - 07.2016
- Assisted in the development of strategies for increasing customer satisfaction and sales performance.
- Ensured compliance with company policies, safety regulations, and industry standards at all times.
- Coached, mentored and trained new team members on operational processes and procedures.
- Reviewed merchandise displays regularly to ensure proper placement of products according to company standards.
Assistant Retail Store Manager
Pep Boys Auto Parts & Service
Columbus, Ohio
04.2003 - 06.2013
- Supervised a team of sales staff, providing guidance and feedback on performance related issues.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Positively impacted product relevance through careful distribution, merchandising and display techniques.
Education
Bachelor of Science - Technology Education
The Ohio State University
Columbus, OH06-2012
High School Diploma -
John R. Buchtel High School
Akron, OH06-1994
Skills
- Team leadership
- Relationship building
- Performance management
- Client Relationship Management
- Banking regulations
- Branch operations
- Product Display Strategy
- Customer Engagement Expertise
Certification
- Automotive Parts Specialist
- National Registry of Food Safety Professionals
- Kroger Development Training One & Two Program
- NMLS
Accomplishments
- Pep Boys Customer Service Gold Club
- Kroger Safety Champion
- Kroger United Way Champion
- US Bank 2x Top Performer Branch
- 5/3 Bank Top 5 Business Banking Top Performers
- Merrill Lynch Buckeye & Associates Partner of the year
- Merrill Lynch Fish Award
- Merrill Lynch MVP Award
References
References available upon request.
Timeline
Wealth Management Banking Specialist
Merrill Lynch
12.2021 - Current
Financial Center Manager
Fifth Third Bank
06.2019 - 11.2021
Financial Center Manager
US Bank National Association
08.2016 - 06.2019
Assistant Store Leader
Kroger
06.2013 - 07.2016
Assistant Retail Store Manager
Pep Boys Auto Parts & Service
04.2003 - 06.2013
Bachelor of Science - Technology Education
The Ohio State University
High School Diploma -
John R. Buchtel High School