ALEXANDER MCCABE
Tiffin,OH
Summary
Dynamic finance professional with a proven track record at PNC Bank, specializing in financial advisement and client relationship management. Excelled in developing tailored financial strategies, enhancing customer wealth, and boosting revenue through effective cross-selling. Skilled in MS Excel, adept at fostering client relationships, and achieving goals with precision.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Banker
PNC Bank
Columbus, OH
11.2024 - Current
- Developed tailored financial strategies aligning with unique client objectives.
- Responded promptly to customer emails, phone calls and requests for information.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Maximized revenue by introducing customers to tailored credit and investment services.
IMDL Office Representative
TOTAL QUALITY LOGISTICS
Charleston, SC
02.2024 - 10.2024
- Acquired working knowledge of department practices, procedures and equipment by participating in training sessions and one-on-one mentoring
- Gathered, compiled and organized data for departmental studies and projects
- Oversaw scheduling and implementation of weekly maintenance projects while forecasting and targeting potential issues
Broker
TOTAL QUALITY LOGISTICS
Charleston, SC
06.2023 - 01.2024
- Investigated/ communicated with potential clients to find potential in creating multiple business channels
- Fulfilled bid sheets, establishing client consultation meetings and assisted with freight operations
- Train and expand on team efforts in specific freight sectors, including Federal Bid Awards, Canadian Freight, and vehicular transportation (cars, helicopters and planes)
Education
BBA - FINANCE
The Citadel
Charleston, SC12.2024
Skills
- Accounting and finance
- Financial advisement
- MS Excel
- Client relationship management
- Wealth management
- Cross-selling and upselling
Certification
- Microsoft Office 360
- Python
Affiliations
- CME Options Trading Competition Team Captain (The Citadel).
- Investment Analyst for Student Managed Hedge Fund for (The Citadel)
Timeline
Personal Banker
PNC Bank
11.2024 - Current
IMDL Office Representative
TOTAL QUALITY LOGISTICS
02.2024 - 10.2024
Broker
TOTAL QUALITY LOGISTICS
06.2023 - 01.2024
BBA - FINANCE
The Citadel
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