Jesse A. Kurz
Youngstown,OH
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to helping customers understand financial needs, goals and options.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Relationship Banker
Huntington Bank
Boardman, OH
03.2020 - 12.2021
- Built relationships and serviced customer needs with bank products and questions
- Set up financial plans and reviewed future financial needs based on family needs
- Cross sold by recommending services to benefit customer goals
- Increased monthly and quarterly goals by achieving high-level sales
- Worked with clients to address and respond to client and partnership management issues.
- Adapted products and services to suit customers' changing financial circumstances.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Financial Representative
Western & Southern Life
Hermitage, PA
07.2019 - 02.2020
- Analyzed client needs to determine products and services which meet customer financial objectives
- Assisted manager in development of sales goal plan and implementation
- Mentored and trained new employees and offered product solution
- Increased sales goal to exceed individual and team commision
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked with clients with life insurance accounts to increase profitability and account longevity.
- Worked closely with clients to determine future goals and recommend appropriate services to maintain long-term relationships with account holders.
Assistant Branch Manager
First National Bank
Hermitage, PA
04.2017 - 06.2019
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Developed sales strategy to exceed established sales objectives.
Retail Support Representative
First National Bank
Hermitage, PA
03.2016 - 04.2017
- Assisted branch personnel with account errors and service issues
- Assisted with operational questions, various teller tasks, and merger/acquisitions
- Updated and streamlined procedures to better assist branches and customers with minimal down time
- Cross-trained and backed up other customer service managers.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Calculated correct totals, updated accounts, and maintained detailed records for inventory management.
Lead Sales Associate
VXI Global Solutions
Youngstown, OH
12.2014 - 02.2016
- Generated revenue by obtaining cable/internet sales via inbound calls
- Supported customers in a final decision with recommendations on products offered
- Built rapport with customers by explaining packages and listening to their needs
- Answered customer questions about products and services, cross sold products, and promoted key items to meet customer goals.
- Trained, coached, and mentored new sales associates for maximum performance.
- Assisted in development of monthly sales goals to motivate team and drive business objectives.
Lease Accountant
Cafaro Company
Youngstown, OH
03.2012 - 11.2014
- Prepared real estate tax reconciliation, bills, and reports
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Prepared working papers, reports and supporting documentation for audit findings.
- Analyzed and communicated with tenants and meeting real estate deadlines
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Education
Bachelor of Science - Business Administration
Youngstown State University
Youngstown, OH 05.2001 -
Skills
Financial Advising
Relationship building and management
Policy development and implementation
Banking
Financial services
Sales expertise
Negotiation expertise
Training and Development
Multitasking Abilities
Excellent Communication
Financial assistance plans
Effective relationship building
Strategic Business Relationships
Certification
CNP - Certified Notary Public
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I believe you have to be willing to be misunderstood if you're going to innovate.
Jeff Bezos
Timeline
Financial Relationship Banker
Huntington Bank
03.2020 - 12.2021
Financial Representative
Western & Southern Life
07.2019 - 02.2020
Assistant Branch Manager
First National Bank
04.2017 - 06.2019
Retail Support Representative
First National Bank
03.2016 - 04.2017
Lead Sales Associate
VXI Global Solutions
12.2014 - 02.2016
Lease Accountant
Cafaro Company
03.2012 - 11.2014
Bachelor of Science - Business Administration
Youngstown State University
05.2001 -