Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Robert Madara

Egg Harbor Township,NJ

Summary

Proven leader in financial services, adept at strategic planning and team supervision, with a track record of enhancing customer satisfaction and operational efficiency at Edward Jones. Skilled in financial product knowledge and relationship management, consistently exceeding performance goals through innovative solutions and effective coaching.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Registered Branch Associate

Edward Jones
08.2014 - Current
  • Maintained strict confidentiality of sensitive customer information in compliance with bank policies and industry regulation
  • Contributed to branch growth by identifying opportunities for expanding existing client relationships through referrals or additional product offerings.
  • Enhanced customer loyalty with thorough follow-ups, ensuring satisfaction after resolving issues or completing transactions.
  • Increased customer satisfaction by providing efficient and friendly service at the branch.
  • Generated financial and operational reports to assist management with

Branch Manager/ AVP

Cape Savings Bank/Boardwalk Bank
06.2004 - 03.2014
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.

Education

Associate of Science - Psychosocial Rehabilitation & Addictions Counsel

Atlantic Cape Community College
Mays Landing, NJ
05.2020

Skills

Portfolio Management

Financial Planning: Build client profiles with goals and objectives

Relay Investment Recommendations

Estate Planning and Processing

Retirement Strategies

Annuity & Insurance Products & Processing Knowledge

Client Relationship Management

Account related processing

Financial Services

Team Supervision

Coaching and Mentoring

Goal-oriented focus

Certification

  • Licensed Series 7 - October 2023
  • Licensed Series 66 - February 2024

Timeline

Registered Branch Associate

Edward Jones
08.2014 - Current

Branch Manager/ AVP

Cape Savings Bank/Boardwalk Bank
06.2004 - 03.2014

Associate of Science - Psychosocial Rehabilitation & Addictions Counsel

Atlantic Cape Community College

Similar Profiles

CREATE PROFILE
Robert Madara