Jeff Sparks
Lowell,AR
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Trust Officer
First Security Bank
01.2019 - 12.2023
- One of eight officers supporting five locations across Arkansas
- Manage over $2.5 billion in assets
- Successfully grew assets by 16% in 2020 and 13% in 2021
- Effectively acting as a fiduciary regarding trustee roles and all things relating to investment, financial, and retirement planning
- Provide educational services to clients including 401(k), 402(b), IRAs, agency accounts and employee-sponsored retirement plans
- Facilitate 150 annual account reviews and weekly sales reports for Trust Division President.
- Managed trust-related tax filings in a timely manner, minimizing penalties and maximizing benefits for clients'' estates.
- Contributed to the overall success of the trust department by participating in cross-functional projects and initiatives.
Banking Center Manager
First Security Bank
01.2016 - 01.2019
- Managed cash flow, client relations, and branch performance goals
- Performed internal audits, reported findings, mitigated risks
- Successfully managed brand team’s daily operations
- Conducted employee evaluations, interviewed candidates, performed environmental checklists, established and executed team goals for Vice President of Retail Operations.
Customer Service Representative
First Security Bank
01.2015 - 01.2016
- Responsible for opening, closing, and managing both personal and business accounts in compliance with FDIC
- Trained commercial tellers on bank policies and procedures
- Handled and balanced daily cash and dual control safe audit procedures.
Fiscal Support Supervisor
University of Arkansas Treasurer’s Office
01.2013 - 01.2014
- Collected and documented sensitive student information regarding tuition and fees; presented documentation to appeals committee
- Supervised fiscal support-side employees and interviewed job candidates
- Designed, piloted, and launched the UA Treasurer’s Office website.
Administrative Analyst
University of Arkansas Treasurer’s Office
01.2012 - 01.2013
- Executed daily, monthly, and end-of-year accounting entries.
Education
Bachelor of Science - Business Administration Accounting
University of Arkansas
Fayetteville, ARAmerican College of Financial Services
Skills
- Financial planning
- Investment planning
- Asset management
- Operations management
- Accounting
- Financial reporting
- Fiduciary
- Coaching
- Team development
- Relationship building
- Leadership Qualities
- Conflict resolution techniques
Certification
Candidate for CFP certification
Additional Information
Arkansas Insurance License #21017727
Dynamic, results-driven financial professional with over 10 years of experience in accounting, wealth management, customer service, analysis, and reporting. Self-starter with proven track record in investment advising, long-term asset growth and team development.
Community
- President Fayetteville Northside Rotary
- Notary Public
- Licensed & certified soccer coach, FC Arkansas
- Keynote speaker - UA Center for Multicultural & Diversity Education
- Keynote speaker - Walton College of Business
Timeline
Assistant Trust Officer
First Security Bank
01.2019 - 12.2023
Banking Center Manager
First Security Bank
01.2016 - 01.2019
Customer Service Representative
First Security Bank
01.2015 - 01.2016
Fiscal Support Supervisor
University of Arkansas Treasurer’s Office
01.2013 - 01.2014
Administrative Analyst
University of Arkansas Treasurer’s Office
01.2012 - 01.2013
Bachelor of Science - Business Administration Accounting
University of Arkansas
American College of Financial Services
Candidate for CFP certification