Jonathan Kerby
Buena Vista,CO
Summary
Customer-centric professional with a proven track record of exceeding client expectations and building strong relationships. Proven ability to quickly build rapport with clients and colleagues, leveraging strong interpersonal skills to foster trust and collaboration. Expertise in providing comprehensive financial planning and investment advice, managing $65 million in assets under care, and demonstrating expertise in financial aid strategies. Adept at utilizing technology to enhance productivity and streamline processes. Seeking to leverage skills and experience to contribute to a dynamic team, and achieve exceptional results.
Overview
8
8
years of professional experience
Work History
Consumer Service Specialist II
Sangre de Cristo Electric Association
Buena Vista, CO
12.2023 - Current
- Conduct monthly collection calls to customers with delinquent accounts, achieving a 75% success rate in securing payments, and reducing service disconnections.
- Collaborate with the engineering department to coordinate and schedule new service installations, and other non-emergency service requests, ensuring timely and efficient service delivery.
- Manage the month-end billing process, meticulously reviewing customer usage data, resolving discrepancies, and ensuring accurate and timely bill generation and delivery.
Team Member/Shift Manager
Sorelle Delicatessen
11.2021 - 12.2023
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
- Evaluated customer needs and feedback to drive product and service improvements.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Associate Wealth Management Advisor
Northwestern Mutual
08.2019 - 10.2021
- Cultivated and strengthened relationships with over 150 client households, providing personalized financial guidance and support to help them achieve their financial goals.
- Assisted clients with a wide range of financial needs, including trade generation, portfolio review, money movement requests, and new account paperwork, demonstrating a comprehensive understanding of financial products and processes.
- Gathered and analyzed client financial information, prepared necessary documentation, and ensured compliance with all relevant regulations, demonstrating meticulous attention to detail, and adherence to ethical standards.
Financial Advisor
Edward Jones
07.2017 - 07.2019
- Provided comprehensive financial planning and investment advice to 150 households, managing $65 million in assets under care, demonstrating expertise in financial aid strategies and a commitment to client success.
- Cultivated and maintained strong relationships with clients and community members, effectively communicating complex financial concepts and strategies to diverse audiences.
- Educated clients on investment options, financial aid programs, and account services, empowering them to make informed decisions and achieve their financial goals.
Education
Bachelor of Science - Business Administration, Finance
University of Colorado At Boulder
Boulder, CO05.2009
Skills
- Customer Focus
- Client Relationship Management
- Interpersonal Communication
- Problem Solving
- Empathy and Patience
- CRM Software Proficiency
- Financial Planning
- Investment Management
- Risk Assessment
- Regulatory Compliance
- Teamwork
- Adaptability
- Google Workspace/Microsoft Office/Adobe Creative Suite Proficiency
Timeline
Consumer Service Specialist II
Sangre de Cristo Electric Association
12.2023 - Current
Team Member/Shift Manager
Sorelle Delicatessen
11.2021 - 12.2023
Associate Wealth Management Advisor
Northwestern Mutual
08.2019 - 10.2021
Financial Advisor
Edward Jones
07.2017 - 07.2019
Bachelor of Science - Business Administration, Finance
University of Colorado At Boulder