Jeanluc Beljean
Walpole,MA
Summary
Highly accomplished and results-driven finance professional with six years of managerial sales and banking experience, seeking a challenging position in a financial technology company where I can leverage my expertise in finance, analytics, and leadership to drive strategic financial initiatives and contribute to organizational growth.
Overview
7
7
years of professional experience
Work History
Assistant Manager - Finance
Citizens Bank
10.2021 - Current
- Collaborating with wealth advisors to create personalized advises and solutions for affluent clients.
- Partner closely with Business and payroll partners to help meet the needs of Business owners in Massachusetts .
- Ensure that quarterly audits are completed to stay in compliance with the industry.
- In charge of coaching and leading team to help perform and meet sales target.
- Consulted clients on financial policies, laws, procedures and regulation to guarantee compliance.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Drove revenue stream development through strategic collaboration and partnerships.
- Implemented effective cash management strategies to optimize working capital utilization.
Assistant Manager
Walgreens
08.2018 - 10.2021
- Trained, coached and mentored 20+ team members on customer service best practices to ensure customer satisfaction
- Supervised control of store money including register counts, bank withdraws, armored car pickups, safe deposits and change orders, plus oversaw all aspects of bookkeeping including ledger, invoices, cash reports and time records
- Managed and analyzed inventory levels and trends to ensure stock accuracy and leverage company resources to maintain product assortment and quantities
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Monitored security to protect employees, customers and property.
- Reviewed sales and gross profit report to assess company efficiency.
Manager Associate
Hertz
03.2017 - 08.2018
- Supported achievement of location sales and margin goals by utilizing business-to-consumer sales tactics
- Assisted leaders with the training of new hires.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Cultivated partnerships with external stakeholders to maximize business opportunities and extend network reach within the industry sector.
- Streamlined workflows by identifying bottlenecks in existing systems and proactively addressing these challenges through appropriate solutions implementation.
Education
Bachelor of Art in Business Management -
Southern Illinois University
Carbondale, IL12.2016
Skills
- Sales
- Wealth Management
- Retail Banking
- Coaching
- Risk Acumen
- Problem Solving
- Digital Banking
- Business Partnering
- Cash Handling
- Customer Service
- Data Entry
- Inventory
- Management
- Marketing Strategies
- Payroll
- Retail Forecasting
- Blend
- Digital One
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Nationwide Mortgage Licensing (NMLS)
- Salesforce
- Touchpoint
- Loss Mitigation
- Management Reporting
- Recruitment and hiring
- Critical Thinking
- Cost Data Analysis
- Fraud prevention
Accomplishments
- Promoted from Manager Trainee to Manager Associate in six months due to exemplary leadership skills and customer relations (Hertz)
- Promoted to Assistant Bank Branch Manager within 2 years (Citizens)
- Selected to be a member of an exclusive emerging leaders for the south west region of Massachusetts
- Sales and wealth investment leader for multiple quarters in the region
- Champion /leader for customer relation metric (CES)
Languages
French
Professional Working
haitian creole
Native or Bilingual
Timeline
Assistant Manager - Finance
Citizens Bank
10.2021 - Current
Assistant Manager
Walgreens
08.2018 - 10.2021
Manager Associate
Hertz
03.2017 - 08.2018
Bachelor of Art in Business Management -
Southern Illinois University