Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jesse Ryan

Fort Worth,TX

Summary

Detail-oriented professional with experience in compliance analysis and operational streamlining. Skilled in problem-solving and collaboration, consistently driving improvements in service delivery and achieving high client satisfaction.

Overview

7
7
years of professional experience

Work History

Specialist

Charles Schwab
Westlake, TX
07.2024 - Current
  • Analyzed client accounts to ensure compliance with regulatory standards and internal policies.
  • Developed and implemented process improvements to enhance operational efficiency and client satisfaction.
  • Collaborated with cross-functional teams to streamline communication and project execution.
  • Assisted in the preparation of financial reports, ensuring accuracy and timely submission.
  • Approved and processed up to 60 transactions a day via ACH, Wire Transfers, and Checks.

Senior Specialist

Bank of America
Fort Worth, TX
10.2021 - 06.2024
  • Led cross-functional teams to streamline processes and enhance operational efficiency.
  • Developed training materials to improve team performance and knowledge retention.
  • Analyzed customer feedback to drive improvements in service delivery and satisfaction.
  • Assisted clients with a multitude of inquires
  • Recommended bank products based on clients profile and needs

Account Manager - B2B Business Development

Airgas, an Air Liquide
Grand Prairie, TX
11.2019 - 10.2021
  • Developed strategic account plans to drive business growth and client retention.
  • Cultivated strong relationships with key stakeholders to enhance customer satisfaction and loyalty.
  • Identified new market opportunities to expand product offerings and increase revenue streams.

Education

Associate of Science - Business

Temple College
Temple, TX
2012

Skills

  • Customer relations
  • Expert problem solving
  • Analytical thinking
  • Documentation management
  • Proficient in Salesforce CRM platform
  • SIE Certification

Timeline

Specialist

Charles Schwab
07.2024 - Current

Senior Specialist

Bank of America
10.2021 - 06.2024

Account Manager - B2B Business Development

Airgas, an Air Liquide
11.2019 - 10.2021

Associate of Science - Business

Temple College