Mitrick (TJ) Johnson
Charlotte,NC
Summary
Highly-motivated employee with desire to take on new challenges. Looking to build successful career in Financial Services, particularly advice. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Motivated by results and finding solutions by taking initiative and exceeding customer expectations. Has a steadfast commitment to clients while making a positive impact in the community.
Overview
3
3
years of professional experience
Work History
Invest Specialist
Ally Financial Inc.
Charlotte, NC
01.2023 - Current
- Answered customer inquiries and provided accurate information regarding products and services.
- Researched complex issues raised by customers, identified solutions, and provided timely responses.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Maintained a high level of professionalism while interacting with customers via phone or email.
Wealth Management Intern
Ally Financial
Charlotte, NC
05.2022 - 08.2022
- Studied for and completed S.I.E exam.
- Participated in in-person advisor training where I learned about Behavioral Science and the way that Ally’s Advisors
connect with the client. - Re-formatted job aids for Advisors.
- Aided in Financial and Social Inclusion work.
Invest
Ally Financial
Charlotte, NC
05.2021 - 08.2021
- Created the groundwork for an Invest rotational program.
- Collaborated with cross-functional leadership (HR, Trading & Operations, Learning & Development, etc.) to gather ideas and feedback on the project.
- Presented final presentation.
Invest
Ally Financial
Charlotte, NC
06.2020 - 08.2020
- Helped build excel model.
- Prepared Quarterly performance report emails.
- Created a picture of all third-party relationships.
- Participated and wrote detailed meeting minutes.
- Communicated and collaborated with senior leadership.
Education
Bachelor of Science in Finance -
12.2022
GPA: 3.35/4.0
- Merit Scholarship Recipient
- Honors Program Scholar
- TMCF Scholar
- Finance and Spanish Club
- Society for Financial Education and Professional Development Campus Ambassador
- Alpha Phi Alpha Fraternity Inc., Treasurer and Financial Secretary
Skills
- SIE, Series 7, and Series 66 Certified
- Coachable, collaborative, and curious
- Exceptional Communication skills verbally and written
- Education
- Client Advocacy
- Customer Service
- Analytical skills
- Time Management
- Adaptability
- Conflict Resolution Skills
- Emotional Intelligence
- Prioritization
- Proficient in Spanish
Activities
- Urban League of Charlotte Young Professional
- Community Service Advocate
- Mentor
- TMCF 2019 and 2021 Leadership Institute
- Alabama A&M University String Ensemble
- Alabama A&M University Jazz Band
- Top 8 All-State Double-Bassist
Timeline
Invest Specialist - Ally Financial Inc.
01.2023 - Current
Wealth Management Intern - Ally Financial
05.2022 - 08.2022
Invest - Ally Financial
05.2021 - 08.2021
Invest - Ally Financial
06.2020 - 08.2020
Alabama A&M University - Bachelor of Science in Finance,
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