Summary
Overview
Work History
Education
Skills
Timeline
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Michael DeWitt

Rockford,IL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience

Work History

Chief Financial Officer

Ingredients Inc.
01.2017 - 06.2017
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.


Assistant Branch Manager

BMO Harris Bank
01.2015 - 12.2016
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.

Wealth Manager

Merrill Lynch
09.2012 - 01.2015
  • 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.
  • Educated clients on financial topics and best practices.
  • FINRA Series 6, 63, 66, & 7

Licensed Personal Banker

JP Morgan Chase Bank NA
01.2008 - 08.2012
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice.

Universal Banker

US Bank NA
06.2006 - 01.2008
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Teller

Commerce Bank
10.2004 - 06.2006
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.

Education

Bachelor of Arts - Business Administration

University of Kansas
Lawrence, KS

Skills

  • Program Leadership
  • Financial Management
  • Equity and Debt
  • Operational Management
  • Regulatory Compliance

Timeline

Chief Financial Officer

Ingredients Inc.
01.2017 - 06.2017

Assistant Branch Manager

BMO Harris Bank
01.2015 - 12.2016

Wealth Manager

Merrill Lynch
09.2012 - 01.2015

Licensed Personal Banker

JP Morgan Chase Bank NA
01.2008 - 08.2012

Universal Banker

US Bank NA
06.2006 - 01.2008

Teller

Commerce Bank
10.2004 - 06.2006

Bachelor of Arts - Business Administration

University of Kansas

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Michael DeWitt