Reese Mitchell
Indianapolis,IN
Summary
Dedicated and visionary leader with exceptional business development skills. History of building engaged, empowered teams with an appreciation that human capital is every organizations greatest asset. Known for team collaboration and adaptability, consistently delivering results. Passionate in celebrating achievements and helping others succeed. Strong communicator with focus on integrity and accountability.
Overview
11
11
years of professional experience
Work History
OFFICER, REGISTERED WEALTH MANAGEMENT CLIENT ASSOCIATE
MERRILL LYNCH
01.2021 - Current
- Enhance clients’ financial lives by integrating digital capabilities and deepening relationships in delivering a modern Merrill - RSGA Top 100 recipient, national ranking within the company
- Manages multiple high priority projects simultaneously, ensuring deadlines were met while guaranteeing quality control standards were consistently met
- Supports the implementation of a new internal tool, iCoach, within the Academy resulting in an increase in user satisfaction and a decrease in bug reports allowing Client Associates to practice overcoming objections with clientele
- Identifies and resolves client pain points by offering tailored product solutions resulting in relationship conversion due to an increase in customer satisfaction
- Led weekly presentations to Financial Advisors in order to promote organization and productivity within highly affluent practice, 830M A&L, 500M AUM
- Manages the administration of complex trusts and estates while ensuring accuracy, adherence to trust terms and compliance of fiduciary responsibilites
OFFICER, WEALTH MANAGEMENT BANKING SPECIALIST
MERRILL LYNCH
01.2020 - 01.2021
- Builds trusted working relationships with Financial Advisors by listening and delivering solutions to client needs resulting in a 90% participation rate as well as national ranking within company
- Delivers bi-weekly product presentations to Financial Advisors on wealth management products to promote a holistic financial picture generating increased market share for Bank of America
- Mentor recently onboarded specialist providing guidance, support and knowledge to ensure success within role
AVP, BANKING CENTER MANAGER & BUSINESS DEVELOPMENT OFFICER
CITIZENS STATE BANK
01.2019 - 01.2020
- Mitigates risk by creating and implementing a fraud prevention curriculum for retail staff
- Coach bankers on how to originate, underwrite and process home mortgages for borrowers yielding a 32% growth in loans
- Proactively establish and manage development plans for employees producing a 75% promotion rate within the Carmel branch
BRANCH MANAGER II
STAR FINANCIAL BANK
01.2018 - 01.2019
- Recruit, train and coach employees in teaching the fundamentals of consultative sales resulting in liquid asset gain of 3M in Q4
- Experience in onboarding, training and out-processing employees
- Design and implement a “behavioral observation & coaching template” for teller staff resulting in a 30% increase in customer satisfaction surveys
PERSONAL BANKER II, MATURE
FIFTH THIRD BANK
01.2016 - 01.2018
- Facilitate training and overall understanding of account opening process as a Business Banking Champion for the Indiana Market
- Identify skill gaps and provide one on one coaching for newly onboarded bankers, as a certifying coach, in Consultative Selling Skills
- Prospect clients, personal and business, in cold calling efforts resulting in partner referrals expanding Fifth Third portfolio by $10M
OPERATIONS & MARKETING INTERN
HIPWIDTH
01.2014 - 01.2014
- Create, design and launch Hipwidth wholesale catalog to promote products for retail
- Establish, maintain exemplary working relationships for each account, international and domestic, within book of business to expand footprint
Education
Bachelors of Science - Management, Organizational Leadership & Supervision
PURDUE UNIVERSITY
Skills
- Confident in Relationship Management
- Employee Development Plans
- Risk Management & Compliance
- High Attention to Detail
- Training & Development
- Proven Sales Track Record
- Well Written
- Problem Solving
- Salesforce
- Series 7, Series 66
- Strategic Thinking
- Innovation and Creativity
Timeline
OFFICER, REGISTERED WEALTH MANAGEMENT CLIENT ASSOCIATE
MERRILL LYNCH
01.2021 - Current
OFFICER, WEALTH MANAGEMENT BANKING SPECIALIST
MERRILL LYNCH
01.2020 - 01.2021
AVP, BANKING CENTER MANAGER & BUSINESS DEVELOPMENT OFFICER
CITIZENS STATE BANK
01.2019 - 01.2020
BRANCH MANAGER II
STAR FINANCIAL BANK
01.2018 - 01.2019
PERSONAL BANKER II, MATURE
FIFTH THIRD BANK
01.2016 - 01.2018
OPERATIONS & MARKETING INTERN
HIPWIDTH
01.2014 - 01.2014
Bachelors of Science - Management, Organizational Leadership & Supervision
PURDUE UNIVERSITY
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