Matthew J. Eyerly
Shoreline,WA
Summary
Experienced branch management professional with a successful track record in overseeing daily branch operations, leading and mentoring team members, and conducting thorough market analysis. Adept at ensuring compliance with industry regulations, driving market growth, and fostering strong stakeholder relationships.
Overview
16
16
years of professional experience
Work History
Stay-at-Home Dad
08.2021 - Current
- Completed FINRA's MQP CE program and maintained qualifications for Series 6/63/SIE
- Preparing to return to work with a focus on management and investment products
Branch Manager
KeyBank
01.2019 - 08.2021
- Managed daily branch operations with a primary focus on investment products, achieving a 150% increase in investment revenue over two years
- Led and mentored a team of 6, improving their investment knowledge and sales techniques
- Developed and implemented investment strategies for high-net-worth clients, resulting in significant portfolio growth
- Conducted market analysis to identify opportunities and adjust strategies for optimal branch performance
- Ensured compliance with regulatory standards, maintaining a 98% audit compliance rate
- Built and maintained strong client relationships, offering expert advice on investment options
- Coordinated the team to assist business owners with PPP loan applications during COVID-19
Branch Manager
Elemetal
04.2010 - 07.2018
- Processed $55 million in gold transactions, achieving a 10% year-over-year sales increase
- Secured the #3 market share position in the Pacific region for precious metals and bullion sales
- Trained and led a team in X-ray fluorescence spectrometry and induction melting techniques
- Managed branch activities, including client acquisition and retention
- Hired and trained staff, exceeding annual sales targets through effective market insights
Assistant Manager & Investment Representative
TCF Bank
07.2008 - 03.2010
- Helped manage the most profitable branch in the organization at the time and initiated a successful outside sales program
- Assisted in overseeing daily branch management, focusing on investment sales and client relationships
- Achieved an average of $200K/month in investment sales during licensed tenure
- Developed and mentored team members who advanced to supervisory roles
- Obtained Series 6, Series 63, and MN Insurance Producer License
Education
Bachelor of Science - Finance
St. Cloud State University
St. Cloud, MNSkills
- Problem-solving
- Customer service
- Teamwork and collaboration
- Attention to detail
Timeline
Stay-at-Home Dad
08.2021 - Current
Branch Manager
KeyBank
01.2019 - 08.2021
Branch Manager
Elemetal
04.2010 - 07.2018
Assistant Manager & Investment Representative
TCF Bank
07.2008 - 03.2010
Bachelor of Science - Finance
St. Cloud State University
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