Malcolm Carey
Bensalem,PA
Summary
Forward-thinking banker at WSFS Bank and dedicated volunteer youth football coach. Prioritized customer satisfaction and banking efficiency, resulting in a notable 20% increase in service ratings. Over 3 years of experience as a transition specialist in the life services department at Merrill Lynch, honing financial acumen, innovative problem-solving abilities, and strategic team management skills. Proficient in Microsoft Excel, Word, and Google Drive, well-equipped to handle complex data analysis and documentation tasks. Visionary perspective and analytical mindset drive success in future endeavors. Experience as a football captain and three-time All-League performer instilled strong leadership qualities, further developed through involvement in various leadership committees.
Overview
6
6
years of professional experience
Work History
Transition Specialist
Merrill Lynch
04.2024 - Current
- Conducted thorough assessments of client needs prior to developing tailored transition plans, ensuring alignment with organizational goals and objectives.
- Implemented change management strategies which reduced employee resistance during critical organizational transitions.
- Negotiated contracts with vendors to secure cost-effective solutions for clients during their transitional periods.
- Evaluated progress throughout the transition process, making necessary adjustments to ensure successful outcomes.
- Assessed risks associated with each individual project, allowing proactive planning measures for potential challenges within client transitions.
Banker
Wsfs bank
07.2022 - Current
- Streamlined banking operations for WSFS Bank customers, enhancing service efficiency
- Achieved a 20% increase in customer satisfaction within the first month of service
- Exhibited strong financial literacy, communication, and customer service skills
- Promptly resolved customer banking issues, driving customer loyalty and retention
- Innovated banking solutions, resulting in a significant boost to the bank's overall efficiency
- Elevated customer satisfaction by 20% through exceptional service and problem-solving at WSFS Bank
- Boosted bank efficiency by introducing innovative solutions, enhancing customer retention
- Implemented cutting-edge banking solutions, driving a 20% increase in customer satisfaction
- Championed a customer-first approach, significantly improving service delivery
- Managed risk by meticulously auditing accounts, ensuring compliance
Youth Football Coach(Volunteer)
Reading Youth Football
08.2018 - 08.2020
- Coordinated logistical arrangements and accommodations for team
- Identified emerging athletes and proactively built rapport to support future recruiting efforts
- Developed and implemented physical conditioning programs supporting optimal athlete performance
- Coordinated and led drills and practice games to help players develop and master gameplay strategies
- Evaluated team and competitor performance and skill levels to implement offensive and defensive strategies
Education
Bachelor of Arts - Marketing
Alvernia University
Reading, PA05.2022
Skills
- Effective Team Collaboration
- Adaptable Learner
- Configurable Google Drive
- Prioritized Task Scheduling
- Experienced with Microsoft Word
- Data Analysis in Excel
- Stock Control Expertise
- Internal Auditing Expertise
- Loan Analysis Skills
- Financial Transaction Processing
Timeline
Transition Specialist
Merrill Lynch
04.2024 - Current
Banker
Wsfs bank
07.2022 - Current
Youth Football Coach(Volunteer)
Reading Youth Football
08.2018 - 08.2020
Bachelor of Arts - Marketing
Alvernia University
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