Joseph Diekmann
Grand Rapids,MI
Summary
Industrious and organized leader with expertise in client relations, project management, demonstrating meticulous attention to detail. Proficient at troubleshooting problems and implementing collaborative solutions. Exceptional verbal and written communicator with strong background cultivating positive relationships and exceeding goals. A high-motor, task oriented achiever dedicated to doing things the right way, the first time.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker II
JP Morgan Chase
06.2024 - Current
- Strengthened client relationships by providing personalized banking solutions and a superior customer experience.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Infantryman, Recon Scout
INDIANA NATIONAL GUARD
03.2019 - Current
- Led infantry team of four members in simulated combat operations, providing tactical guidance for individuals with varying strengths.
- Communicated effectively with superiors and subordinates alike, facilitating smooth execution of orders during high-stress situations.
- Participated in oversight and tactical planning to streamline operations and enhance standard operational readiness procedures.
- Helped team carry out non-combat transitional, security and reconstruction operations.
Financial Advisor Representative
NORTHWESTERN MUTUAL
11.2023 - 05.2024
- Devised personalized strategies covering areas such as insurance, savings, and investment.
- Employed consultative appointments focused on analyzing existing client situations and identifying opportunities for improvement.
- Generated business leads through interpersonal networking, cold calling, and community involvement.
- Guided clients toward profitable and secure financial decisions with persuasion and professional knowledge of investment products and services.
Sales Support Project Manager
JACK HENRY
08.2022 - 11.2023
- Conducted regular audits to ensure data integrity and compliance with sales policies and procedures.
- Generated regular reports, including performance metrics.
- Ensured effective communication and coordination between sales executives, RFP writers, and other departments.
- Proven ability to manage multiple projects simultaneously, ensuring successful delivery while mitigating risks.
Resident Assistant
CAMPUS ADVANTAGE
07.2022 - 01.2023
- Cultivated and deepened relationships between facility, residents, family members, and community groups.
- Leveraged sales and marketing strategies to increase traffic, maintain closing ratios and exceed leasing goals.
- Promoted high level of student services by handling sensitive resident information, promptly responding to concerns, and resolving conflict.
Research Assistant
PURDUE POLITICAL SCIENCE DEPARTMENT
09.2021 - 05.2022
- Synthesized complex information into clear summaries to make findings accessible to diverse audiences.
- Collaborated with multidisciplinary teams to develop innovative research methodologies and strategies.
- Utilized statistical software for data analysis, generating accurate insights into complex datasets.
Education
Bachelors - Political Science And Quantitative Economics
Purdue University
West Lafayette, IN08.2023
Skills
- Client Relations Development & Management
- Exceptional Written & Verbal Communication
- Complex Problem-Solving
- Teamwork & Collaboration
- Proactive Project Management
- Multiple Priorities Management
- Evidence-Based Decision Making
- Data Research & Validation
Certification
- Licensed Banker - SIE, Series 6, Series 63, Life Accident & Health, Variable Annuities
Languages
German
Russian
Timeline
Relationship Banker II
JP Morgan Chase
06.2024 - Current
Financial Advisor Representative
NORTHWESTERN MUTUAL
11.2023 - 05.2024
Sales Support Project Manager
JACK HENRY
08.2022 - 11.2023
Resident Assistant
CAMPUS ADVANTAGE
07.2022 - 01.2023
Research Assistant
PURDUE POLITICAL SCIENCE DEPARTMENT
09.2021 - 05.2022
Infantryman, Recon Scout
INDIANA NATIONAL GUARD
03.2019 - Current
Bachelors - Political Science And Quantitative Economics
Purdue University