Matthew Clark
Grand Rapids,MI
Summary
Well-regarded Personal Advisor highly effective at analyzing data and trends to make timely, useful and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage 6+ years' experience in banking and lending, to take on new position with Meijer Credit Union.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Advisor
Community Choice Credit Union
06.2017 - Current
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Conducted workplace compliance training to reduce liability risks and operate effectively.
- Improved processes by recommending operational changes.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Anticipated responses and prepared clear and articulate answers.
- Promoted customer loyalty programs to increase customer retention and repeat purchases.
- Coordinated work or project dedicated to raise awareness of need, applying strong project, and team leadership to enhance success.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with budgeting and cash flow management.
- Studied financial documents to identify potential areas needing improvement.
Customer Service Representative
Huntington National Bank
06.2016 - 06.2017
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Education
High School Diploma -
Roosevelt Highschool
Wyandotte, MISkills
- Licensed Notary
- Certified Financial Counselor
- Problem Solving
- Assertiveness
- Confidentiality
- Interpersonal Skills
- Professionalism
- Data Analysis
- Emotional Intelligence
- Decision Making
- Adaptability and Flexibility
- Stress Management
Certification
- Licensed Notary
- Certified Financial Counselor
Timeline
Personal Advisor
Community Choice Credit Union
06.2017 - Current
Customer Service Representative
Huntington National Bank
06.2016 - 06.2017
High School Diploma -
Roosevelt Highschool
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