Overview
Work History
Education
Skills
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Timeline
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Joel Ticknor

Nashville,TN

Overview

4
4
years of professional experience

Work History

Relationship Banker II

Regions Bank
Nashville, TN
03.2024 - Current
  • Developed long-term relationships with customers by providing personalized service and support to improve their financial well-being, and to reach financial goals.
  • Achieved top 10 ranking in the group for referring clients to advising partners, identified needs and opportunities through conversations, maintaining high levels of client satisfaction.
  • Prepared loan documents and reviewed loan applications for accuracy and completeness before submitting them for processing.
  • Analyzed financial data to determine the creditworthiness of potential borrowers, and provided support through the application process, including answering questions about loan terms and conditions.
  • Implemented effective client retention strategies, reducing churn from 15% to 0% as a branch, fostering long-term loyalty.

Financial Analyst and Finance Intern (06/21-08/21)

Kohl’s Corporate Office
Menomonee Falls, WI
08.2022 - 11.2023
  • Consolidated data from several files to create a “cheat sheet” for analyzing performance of sales surrounding holidays based on day and event shifts
  • Communicated and lead meetings with business leaders to discuss budgeting in respective departments, providing support and clarification
  • Transformed inefficient files to more automated processes, which eased access and conformability of information into documents that are used by administrators on a daily basis
  • Managed intricate consignment process requiring problem solving in a time sensitive environment, ensuring invoices and clients' payments are accounted for, assisting a team short an analyst
  • Utilized large databases to calculate and track impact of inventory to various teams and departments within the company

Commercial Banking Internship

BMO Harris Bank
Minneapolis, MN
08.2021 - 08.2021
  • Acquired insight and understanding of credit commentary, loan documentation process, commercial banking industry and responsibilities of various roles/teams and their interaction
  • Liaised with clients by touring facilities and learning the importance of client relationships and retention
  • Conducted a case study relating to the granting of a loan, layering in key considerations and metrics typically used in the loan documentation process

Marketing Intern

Team Lammi
Milwaukee, WI
06.2021 - 08.2021
  • Managed administrative logistics of event planning, including event promotion, coordination, and operation (Donald Driver Softball Charity Event and WI Athletic Hall of Fame Golf Outing)
  • Enhanced brand recognition through communication with organizations leading to relationships sponsors
  • Attained knowledge about sports marketing industry through networking with marketing professionals

Education

Bachelor of Business Administration - Finance, International Business

University of Wisconsin - Madison
Madison, WI
05.2022

Spanish Studies For Business Students Certificate -

University of Wisconsin - Madison
Madison, WI
05.2022

Skills

Alpha Kappa Psi Business Fraternity

Member, 2019-2022

  • Selected ahead of nearly 120 other individuals due to the demonstration of professionalism, brotherhood, and involvement in community service on campus, the three pillars of the fraternity

Camp Kesem

Member and Former Camp Counselor, 2018-2022

  • Facilitated camp activities and insightful conversations, fundraised for the nonprofit by recruiting donors to contribute to events, and fostered positive relationships with corporate sponsors of fundraising events

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Spanish

Coaching high school sports

Job Shadows with the Milwaukee Bucks, Team Lammi

Badger Boys State

Timeline

Relationship Banker II

Regions Bank
03.2024 - Current

Financial Analyst and Finance Intern (06/21-08/21)

Kohl’s Corporate Office
08.2022 - 11.2023

Commercial Banking Internship

BMO Harris Bank
08.2021 - 08.2021

Marketing Intern

Team Lammi
06.2021 - 08.2021

Bachelor of Business Administration - Finance, International Business

University of Wisconsin - Madison

Spanish Studies For Business Students Certificate -

University of Wisconsin - Madison

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Joel Ticknor