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Joseph(Joe) Fazio, III
Topeka,KS
Summary
Dynamic Small Business Specialist at US Bank NA with a proven track record in developing customer relationships and enhancing client satisfaction. Expert in financial services and operations management.
I successfully increased client engagement through targeted marketing strategies and personalized solutions, fostering long-term partnerships and driving revenue growth.
Proven ability to collaborate effectively within teams and adapt to changing business needs. Skilled in customer relationship management, financial analysis, and strategic planning. Known for reliability and achieving results.
Solid record of achieving targets by applying knowledge, abilities, and superior work ethic toward tackling any challenge. Ready to bring 20+ years of experience and take on a challenging new role.
Overview
22
22
years of professional experience
Work History
Small Business Specialist
US Bank NA
04.2023 - Current
- Acted as an advocate for the small business community through participation in local government initiatives or policy discussions related to economic development issues affecting the sector.
- Enhanced small business growth through targeted marketing strategies and financial analysis.
- Created and managed community events and customer promotions.
- Collaborated with cross-functional teams to deliver exceptional customer service, addressing clients'' unique needs and challenges.
- Established strong working relationships with key industry stakeholders to build partnerships and expand networking opportunities for clients.
- Prospected for new business through networking, community outreach, and customer referral generation.
- Managed a diverse portfolio of small businesses spanning multiple industries, demonstrating adaptability and versatility as a Small Business Specialist.
- Developed customized solutions of deposit, lending, and other products for small business customers.
- Assisted clients in securing loans or funding from various sources by preparing comprehensive business plans and proposals.
- Increased client satisfaction by providing personalized small business solutions and support.
Branch Manager
US Bank NA
04.2003 - 04.2023
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Complied with regulatory guidelines and requirements.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Examined customer loan applications for loan approvals and denials.
- Submitted loan applications to underwriter for verification and recommendation.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Pioneered adoption of mobile banking services, expanding customer access and convenience.
- Optimized operational efficiency by adopting cutting-edge banking technologies, resulting in smoother transaction processes.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Education
Computer Programming -
Topeka Technical College
Topeka, KS05-1988
High School Diploma -
Santa Fe Trail
Carbondale, KS05-1983
Skills
- Developing customer relationships
- Operations management
- Follow-up skills
- Social media marketing
- Meeting sales goals
- Legal standards
- Prospecting
- Performance analysis
- Experience management
- Opening accounts
- Inbound customer calls
- Customer relationships
- Relationship building
- Financial services
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
- Active listening
- Task prioritization
- Self motivation
Accomplishments
- Supervised team of 6 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Software
Timeline
Small Business Specialist
US Bank NA
04.2023 - Current
Branch Manager
US Bank NA
04.2003 - 04.2023
Computer Programming -
Topeka Technical College
High School Diploma -
Santa Fe Trail
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